DELETE THIS IDEA PLEASE - MISTAKE IN POSTING

Allow the 'Gift Subtype' field from gift records to be included in the Journal Reference field configuration when posting from RE to the FE general ledger (Config > General Ledger > General > Journal Reference Configuration).

Because this isn't available, we have to do a work-around where we copy the 'Gift Subtype" contents/data into the Comments/Gift Reference field on every single gift at the time of gift entry into Raiser's Edge. This feels like a waste of the Gift Reference/Comments field since it is a duplication of data, simply so that the gift sub-type can easily be pulled into the Journal Reference when posting gifts from RE to FE. There is a 'Custom Field' option in the Journal Reference configuration but it doesn't actually pull the Gift Subtype data (even if you name the custom field that); it would also mean double-entry of the gift-subtype per journal entry line in the FE batch that's created.

  • Stephanie Gobin
  • Mar 3 2026
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