Allow 'Gift Subtype' field to be pulled into the 'Journal Reference' field when posting from RE to FE

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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