Ability to delete gift batches created from online giving or through forms in RE NXT.

For our foundation, the automatic batch creation from online giving or gifts from forms do not contain all of the information we normally use when posting a gift. Some of the field cannot be edited. We prefer to delete the automatic batch and enter the gifts manually. Or have more option for editing.


  • Guest
  • Oct 17 2024
Gifts
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    • Guest commented
      17 Jan 16:13

      We have this issue to. Especially for the first iteration of a recurring gift, when the gift type is automatically set to Recurring Gift and the GL Post Status is automatically set to do not post. You can check a box saying that an additional payment was made in order to get the first payment in the general ledger, but it doesn't allow you to enter the GL post date, and the one they choose is always with the wrong disbursement. We end up having to do an adjustment for these every time.

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