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
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