Love it!

Love it!

Love it!

The details of the gift adjustment must be viewed in the donor gift record in web view.

Currently in web view Giving History, when you click on a specific gift to view details, there is no information of that gift being adjusted and the details of the adjustment.

In DB view, when you click on a specific gift record, there are tabs that show different categories of information. One of those tabs is "Adjustments". You can click that tab to view all the details of the gift adjustment.

I checked a donor gift record for a recent adjustment and did not see this information there.

The ability to edit gifts batched in one version of the CRM (web view) when you find a mistake on them in the other version of the CRM (db view) would be a welcome nod of respect to super users' time and energy.

Thanks for the update, Anthony.

Please make sure all the same DB functionality and fields for gift adjustments is include in web view. We need to be able to adjust all the things: fund codes, dollar amounts. set the adjustment date, note adjustment reason, include adjustment note etc. And all the details need to carry over when and Adjusted Gift Report in done. We pull these reports on a monthly basis for reconciliation for the finance team.

Doing some final testing and trying to get this out by the end of the month.

Is there any update on this?

We also need to be able to adjust campaign and appeal. Those need to be added to the adjustment screen especially when you are training someone and we already posted to GL.

Any updates on when this is coming? Are we still expecting it by the end of this month? Thanks!

Need this information to appear on gift records in NXT!

CEO is traveling and is not able to see the adjustment and associated info on the adjustment for a major donor.

Awesome news! 🎉

Gift edits and adjustments are planned to start in April 2026, so we will be getting into that shortly and the plan is release both of those workflows during Q2.

Is there any update on this? It says it is "planned" as of June 27, 2024. It has been almost two years, and you can still only make adjustments and view them in RENXT Database view.

I agree, this is really important to have an option in WebView that can adj payment to zero when the EFT payment returned and will be nice if will get email notifications if there is payment in EFT that got returned. So we can adjust in our checkbook and easier for us to balance monthly.

ideal workflow would be:

• ✔ Reverse EFT directly in Web View

• ✔ “Mark as Returned → auto-adjust to $0”

• ✔ Automatic email alert on failure

I agree. Gift adjustment functionality must be included in NXT with the same fields/options available in database view. It is necessary for audit and tracking purposes. It is used when a check is returned for various reasons, for fund code corrections and other purposes.

Access to database must remain to complete these important functions!

Sometimes we get returned checks for various reasons and those gifts then need to be adjusted, so we'd need to be able to zero out a returned check and get an adjusted gift report.

Please when you do this resolve how the data comes in the API? As currently there's no way that we can see to link the original and the adjustment and it comes as a separate record which mean we're either double counting info or excluding the adjustments so always counting the original since it is recorded as a gift date now, not the original. Please reach out if that's not clear (though there's an entry on the discussion board too)

Can you also take in account the ability to edit pledge payments in NXT? We recently had a returned check and because it was a pledge payment I had to go into database view to adjust it to $0. There was no option to edit the amount or notate that it was a returned check in NXT.

I see the status of this idea is "Planned". Curious as to when it will be rolled out?