Need the ability to enter recurring gifts (individual AND batches) that do not need processing through merchant services
I get a report from our parent company payroll department every 2 weeks listing all recurring employee donations that occurred through payroll deduction for that period. We receive the actual money electronically in one lump sum, but we need to keep a record in Raiser's Edge of the individual donations for tax reciept purposes etc. Meanwhile, the only way to enter a recurring gift in NXT (individual or batch) requires credit card or direct debit as a pay method, which then requires account info for processing through merchant services. Meanwhile I do not have or need any account info, as the money has already changed hands. I just need a record of the gift(s), and more importantly, after the initial post/setup, for those gifts to automatically post according to our payroll schedule for me to then review/edit/approve. My goal is to save the substantial amount of time it takes to manually enter the exact same (multiple pages and hundreds of gifts) info every two weeks in NXT. I just started this job 6 weeks ago. And since RENXT is the newer product, I was tasked with focusing my online training classes solely there. But now I find I have to learn database view anyway for what seems to be some very basic functionality that just doesn't exist in NXT, and this is not the first issue like this that I've had. Thanks for your help.
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- Oct 17 2022
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Related ideas
I really hope Blackbaud listens and rolls out a way to process a manual recurring gift batch, like what we can do in database view. So many orgs rely on payroll deductions and direct deposits for employee giving and recurring gift batches are incredibly important to be able to process these, especially in a timely and cost effective manner.
We also need to be able to replicate the Automatically Generate Transactions/Payments option from database view. We use an external payment processor for credit card processing and we will still need to record them in RE.
Attend the May product update briefing. It sounds like this WILL be coming to NXT soon! :)
This is super important for us - we have recurring payments that are Standing Orders or are from charity voucher companies, payroll giving and a number of other avenues.
We have some recurring gifts that come from bank standing orders, and some from payroll withdrawals, and the rest come from our online vendor, none of which come through Blackbaud Merchant Services. We have been unable to create recurring gifts in NXT to process these imported incoming payments or manual checks payments to and satisfy the donors recurring gift installments.
I agree with all voters and comments. We need this function in webview. We have recurring gifts for bank standing orders and use the automatically generate payments option in batch but can also add individual gifts against a recurring gift onto a record manually. Webview focuses on electronic gifts and there seems to be a complete gap in provision of data processing functions for gifts coming in as standing orders/regular gifts external to RE. There are lots of regular giving situations that are not just electronic card payments. Please address ASAP!
This is critically important. Many clients do not use RE recurring gifts. Please don't treat this like it's a "nice to have". If this is not addressed, we will have to convert all of our recurring gifts (we have more than 1,000 of them currently) to pledges and then manually extend their payment each year. This will be a nightmare. Please, please take this seriously.
I have been on support asking about this and just got directed here to "vote". PLEASE implement this so we don't have to manually input all of our gifts again into NXT.
I have just been on a Support Chat to ask this very question and was directed to vote here. I cannot believe that over 3 years later this is not implemented. We need to be able to replicate the Automatically Generate Transactions/Payments option from database view please.