Currently, when posting gifts from Raiser’s Edge to Financial Edge, any attachments associated with the gift record (such as check copies, gift letters, or backup documentation) do not carry over to the journal entry. This creates a significant manual workload for accounting teams who must re-attach these files for audit trails and internal record-keeping.
I am proposing a feature that allows users to opt-in to sharing attachments during the "Post to GL" process. Ideally, an attachment linked to a gift in RE would automatically appear on the corresponding transaction in FE once the post is complete. This would ensure data integrity, streamline the audit process, and eliminate redundant administrative tasks across both platforms.