Update the gift date when a manual retry on a recurring gift is successful

When you manually retry a recurring gift that automatically processes, the gift date remains as the date of the first try. This causes reconciliation issues when reconciling to BBMS reports and finance departments. Please change the gift date or allow authorized users to change it in webview.

  • Sunshine Reinken Watson
  • Jul 2 2021
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  • JoAnn Strommen commented
    July 16, 2021 14:15

    Gift date changes do not hold. Gift process auto on the first of month. As there are months when we do not process/post gifts on the first, I enter the 2nd or 3rd of gift date and GL post date in NXT. Save. Continually reverts back to first.