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.
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Sunshine Reinken Watson
- Jul 2 2021
- Reviewed: Voting Open
Related ideas
I agree with all previous posters. If this is not a simple fix, then at the very least, could we add an additional field that can be added to queries with the Transaction Date from BBMS.
This creates issues with daily and monthly reconciliation. As an example, an RG gift that failed in May which was retried successfully in June will show the gift date as May, although the actual transaction date was in June.
When sending through a retry, it should put the new charge into a New Batch so we can process it on the date the charge actually went through.
If this is not possible at least allow gift date changes in NXT. I have to go back to database view to update the gift date in order to reconcile BBMS disbursements.
When reprocessing the rejected gift still leaves the gift date in the original batch and date. However, in BBMS is shows the current date it is recharged, and pulls into 'todays' transaction list.
When sending through a retry, it should put the new charge into a New Batch so we can process it on the date the charge actually went through. I can't redo a batch from 2-3 weeks prior and include a charge from Today.
Please change this!
This has also affected us and can be a challenge when the month has already closed and the donor doesn't give us updated card info until the following month
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.