Include a unique identifier on BBMS disbursement reports and link to gifts in RE

There is a NXT Gift transaction ID available in web view and also in the transaction reports in BBMS. Please include this or another unique identifier in the BBMS disbursement reports, and allow it to be included in a gift export from RE (database view). This would help immensely with reconciliation and reporting.

  • Jenny Mulcock
  • Sep 20 2021
Data analysis
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  • Guest commented
    December 04, 2023 23:40

    Yes please, at the moment we can't know easily which gift is disbursed on which day. Some gifts in the same batch are disbursed on different days. When finance want to know which gifts make a specific deposit this has to be done line by line to try and work out. Time consuming and error prone. An ID linking or a payout date on the gift would be fabulous.

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