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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