setting Batch # in NXT

We should be able to set the next batch # in NXT like we can in DBView.

Also, we should be able to have the last 5 digits NOT revert back to 1 at he beginning of a new year.

  • glenn preston
  • Jun 4 2024
  • Reviewed: Voting Open
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  • Kelly Wilkinson commented
    29 Jul 15:03

    Agreed! We also use that feature to name recurring batches and templates, for easier searching. Ex: "Payroll Deduction" or "Mighty Cause" or "Template - Checks"

  • Irene Hui commented
    22 Jul 18:51

    Customization would be so helpful so that we can keep the same number sequencing that we have in DB view.

  • Guest commented
    21 Jul 13:05

    Yes! This would be extremely helpful. One of my clients can only have up to eight characters used for their batch numbers, as their accounting department enters the batch number into their system which only allows eight characters.

    Currently Unified View gift batch numbers are set to "GFT-2026-1", for a total of 10 characters to begin with. I do see you can manually change the gift batch number, but then you have to remember or keep track of what the next gift batch number should be. It would be much more efficient and helpful if this was a setting we could customize and it is automatic rather than manual.

    Please add the same gift batch number customization options that are available to us in DBV to Unified View - could be under Settings.