Webview gift management, allow gifts to automatically apply to recurring gifts when approving batch, like in database view
We get a payroll file every two weeks, with donations made to our foundation. It has employee name, employee number, and gift fund ID and paycheck date. We use the database view optional feature "automatically apply gift to recurring gift and pledges" and that's how we get the campaign, fund, appeal, package into the gift record. That information is not housed in our payroll system, nor is the gift record locator of the recurring gift setup. It's thousands of gifts every two weeks. Thanks!
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Guest
- May 15 2025
- Reviewed: Voting Open
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We also have a payroll contribution every two weeks. Pledges are entered at the beginning of the fiscal year. Not every pay period is exactly the same so employees are on a 12 month contract and some on a 9 month contract. Our school has a completely separate financial system with no part of it interacting with Foundation software. The school exports a list, hand delivers a check and we input gift info through database gift batch with defaults set. I have tried to do this in NXT and did not find the variables needed. Hope NXT batch is updated to reflect similar options to database before database is goneš