The BBMS Transaction ID is used to ID all gifts no matter what software it is connected to. We must have this added in NXT with the gift so there is a way to reconcile between All softwares, and especially between BBMS and NXT.
There should be at least One field that is standard across the board.
We must be able to easily reconcile BBMS to any gift and be able to Query on this field.
This is critical for accounting and tax purposes - we need to be able to match Gift records in RE to transactions from BBMS so we know whether they have GST on them and how to treat them for income tax. Without this reconciliation of BBMS deposits is an extremely manual and error-prone process.
Completely agree. For example, Transaction ID for a recurring gift payment is visible under Payment Information in the gift record but does not seem to be captured in the Donation Transaction ID custom field, which is an available field when building queries.