Yes, absolutely necessary!

Agreed - We do this same process and need recurring gifts batches.

Community college foundation here and we have the same use case where recurring payments cannot be automated. We receive a check from our college each month with the total of payroll donations. We use a recurring gift batch to make any edits needed (adding new or removing individuals no longer employed or giving) and then apply gifts in the batch to those constituents as recurring gift payments. Faculty and adjunct have various contracts and have some months they do not get paid/give, so skipped transactions happen frequently. Payroll giving is also per paycheck so if an employee gets paid/gives the first pay period of the month but not the second we have to adjust the recurring gift payment to half the normal amount. Currently processing around 250 gifts per month this way.

We also need this functionality. Our employee payroll recurring gifts are monthly and we also rely on the database view batch processing feature that allows you to use a query to load the next due transaction for your recurring gifts into your batch (i.e. populates the batch with all of your next recurring gift payments). It's the Automatically Generate Payments/Transactions functionality from the gift batch Tools menu. This process cannot be automated like the current webview credit card recurring gifts.

Our process is to skip any transactions for employees who are not working that month (our file from HR tells us who is "on" payroll that month who has a monthly gift). We're a community college and we have 9 month employees, 10 month employees and part time employees who do not work all 12 months, but do give via payroll deduction recurring gift for the months that they work. Same thing if someone goes on leave w/o pay for a few months. We don't end their gift, we just skip them each month they're out and then when they're back we stop skipping them and their recurring gifts continue.

If a recurring gift is not set up to process automatically in webview, you also cannot access the option to skip the transaction from webview. This must be done in database view. I probably skip between 3 and 15 of our 700 recurring gift transactions each month. This is how I ensure that we're processing their giving correctly as it relates to the months they work. We process around 84,000 gifts a year this way. It is also distressing that the webview language for Skipped transaction is Failed transaction. We have no failed transactions. We have months where we skipped their recurring gift.

Please ensure that those of us who do not have credit card recurring gifts and cannot automate our process have the same robust gift processing and management tools in webview.

The automatically generate payments/transactions is one of the most useful gift processing options in database view and we absolutely need it to be available in webview. My guess is the folks who don't use it just don't know it's possible.

We need the full suite of management tools and editing tools for manual recurring gifts that currently exist in webview for automated recurring gifts.