Add the GL Post Batch Number to gifts as a custom field or note when gifts are posted

The business office is often looking at past postings and they ask for the Batch number and it is not always easy to find for either the business office or the advancement office. It would also be helpful for the business office when reconciling to RE. The field could then be exported.

  • Ellen Hannah
  • May 17 2024
  • Reviewed: Voting Open
Gifts
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  • Laura Furtado commented
    24 Feb 16:09

    I like this idea especially for gifts I have to adjust to zero and then reenter but want that gift to be in the same batch number. I could enter the custom field and then be able to report on batches with that gift included.

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