Include Constituent ID as a column in the NXT Batch Interface

In Database View, when we commit a Batch we hand off the Batch Commit Report to our Finance Team who then proceed to reconcile the gifts and post them to Financial Edge.

We are testing the Batch Interface in RE NXT, and have noted that once a batch is "Approved" (committed) you can print this page as a summary of the batch and hand it to finance for reconciliation.

This meets out use case apart from the lack of a Constituent ID visible in the batch interface. Our auditors look for this in particular.

Can a Constituent ID column be made available in the Batch Interface in RE NXT?

  • Alex Bishop-Thorpe
  • Dec 2 2019
  • Planned
Gifts
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  • Guest commented
    06 Nov 23:32

    Small point of clarification: I just tried out the RE XNT Batch Control RPT (instead of Validation.) Its appearance is a closer twin (in its layout/appearance) to the same RPT produced during Batch Commit step via RE (database view) and contains constituent ID #, but NOT Fund ID #.

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  • Guest commented
    06 Nov 21:02

    As suggested by Blackbaud Help, I have voted to express that having this functionality added to RE NXT, to ensure a Batch Commit Validation RPT's contents are exactly the same as the same RPT produced via RE (database view) is important and necessary for audit/financial reconciliation of processed gifts. Specifically, the ability to have constituent ID #, Gift Record (designation) Fund ID # and its full Description Name appearing on this RPT are important for audit/financial reconciliation. As well, the layout of this RPT produced via RE NXT (web view) needs improvement. It is not as easy to read compared to the same report produced via RE (database view.) Specifically, in RE NXT, this RPT's layout is horizontal, the details for one gift wrap beyond a single line of content, and overall it makes the work of reviewing for audit/financial reconciliation less efficient.

    Thank you for voting, Blackbaud user community. Our customer votes help Blackbaud's Product Management team decide what to build next.

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