Allow users to define GL Post Date rules for automated web view batches

Automated regular giving is great but currently the GL Post Date defaults to the date the gift is added. We reconcile GL Post Date to the date disbursement is received, which for us is debit date + 1. I would like to be able to define this in rules, or edit the batch in bulk before it is approved. Both functions would be useful. Currently I need to make changes to gifts after they're committed, which is time consuming and can leave us open to error.

  • Jenny Mulcock
  • Sep 21 2022
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