Regarding RE NXT automatically recurring gifts that have a scheduled end date recorded in the original recurring gift's record, I would like the status to automatically update to Completed after the final scheduled automatically recurring gift-payment occurs. This is a useful improvement for gifts processing and reporting.
Below is an excerpt from a conversation I had yesterday with a member of the Blackbaud Support team, confirming that this gap in functionality exists. And as suggested, I am posting this idea here in hopes that it will be considered and implemented.
BACKGROUND FROM BLACKBAUD:
Blackbaud has added the ability to include and 'End Date' to automatic RE NXT recurring gifts. However, as per their documentation Automated Recurring Gift FAQs (Under 'How do I add an end date to an automated recurring gift in the web view?'): https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-recurring-gift-faq.html
[!] Note: When I (gifts processor for my organization) or a donor adds an end date to a recurring gift, payments automatically stop processing after the selected date. However, the gift's status doesn't update to Completed. If you use reports or other processes that are based on gift status, we recommend you manually update the status to Completed.
Therefor while an end date can be added in the recurring gift either within submission or through an amendment - the status of the recurring gift will not automatically be changed and does need to be updated manually at this time.