Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-8156 Webview gift management, allow gifts to automatically apply to recurring gifts when approving batch, like in database view.
Split out option to automatically apply gifts to pledges and recurring gifts.
Merged
I have a payroll deduction batch that has people who pay on their pledges and I have people who also have recurring gifts and making an outright gift through the payroll deduction batch to the same fund as the recurring gift is to but because this is together, it applies the outright gift to the recurring gift and then I have to manually delete the gift and re-enter it as an outright gift.
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Guest
- Dec 14 2022
- Planned
Related ideas
DBV Commit Gift Batch Example
This feature need to be split out and separated so it is an option to choose to automatically apply to pledge OR automatically apply to recurring gifts.