We generate our direct debit monthly donations manually through a batch in database view using the EFT module, which creates an EFT transmission file to upload to our bank to process the donations. Every so often, we run into an issue where the file creation number on the transmission file is not matching with the file creation number the bank is expecting.

There needs to be an easy way for us as users to rollback the file creation number manually instead of going through Support, which can take at least a week to resolve the issue. It's a time sensitive task we need to do, so we aren't delaying the charge for our donors.

In addition, we need a log that tells us when a EFT transmission file was created, by who, and what the file creation number is. This will allow us to drill down what exactly is happening in case the team is generating new file creation numbers without realizing, and also allows us to rollback the number with Support in advance.

We are still waiting on the feature to be able to convert direct debit recurring gifts to automated ones in NXT. Blackbaud is also working on allowing us to manually generate transactions in batch in NXT as well, so these features are definitely still needed if being moved to NXT.