Automatically update status to Completed for RE NXT recurring gifts with scheduled end dates.
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.
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Guest
- Dec 20 2024
- Reviewed: Voting Open
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Assuming many of the people that are requesting this are not utilizing Insights Designer or the Fundraising Dashboards and thus are not seeing or do not see the fact that when a recurring gift is created without an end date NXT generates the gift with 99+ iterations.?
Internally we see recurring gifts as not having an end date, if they want to have it end at an amount or a period of time, they utilize a pledge. We have a new campaign and funds created yearly to track goals. We have had some recurring givers for nearly a decade they get amended each year to roll to the next campaign and fund. To control projections the only way to do so is to add an end date (6/30/XX), otherwise a monthly gift in a campaign that is only a yearlong depending on their start date can have 111 projected transactions displayed when only 12 can occur.
If the system moves everything to complete at the end of the schedule or last transaction there is no way to curb projection errors on dashboards. (obviously other than taking them all outside of the system to project value) Also not being able to recreate these easily or move them back to active would then be an issue in and of itself.
This is needed by our organization as we are consistently running dashboards and reports based on Gift Status. This is causing a manual workaround for us. Please implement.
This would be very helpful. Any plans to implement?