GL Post date update in Web View

Add the feature to be able to edit the GL Post date in Web view so we do not have to work in two systems.

  • Guest
  • Sep 11 2025
  • Reviewed: Voting Open
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  • Joceline Hitchcox-Lain commented
    October 15, 2025 19:12

    We default to "do not post" for GL Status. However, we match Gift Date and GL Date to when the gift is deposited. We need to be able to add and/or change the GL Post Date when adding gifts in Web View.

  • shani traum commented
    October 03, 2025 13:43

    We use BBMS and in order to reconcile credit card report for Fiscal, we currently update the GL date of cc gifts to the date of BBMS disbursement so we can match $$ expected on a given date to $$ received. We need the ability to do this going forward.