Agreed! This is super aggravating to deal with! Our org often enters a batch and saves it for further information before approval, and reviewing it in some other order is ridiculous.
I think being able to keep gifts in the order entered is essential! It would also nice to be able to sort by other columns, but be able to revert back to the "how they were initially entered" order.
This is essential for our gift entry and review/commit process. Gifts are entered from scanned checks/documents in a specific order. Review and commit the same.
This is a serious flaw in regards to proofing and auditing purposes. Please program a way to keep (and return to if a sort is created) the original gift entry order.
This is very necessary. Users doing gift entry often have check logs, scans, and/or physical paperwork that is in a specific order and need to be able to match that to the batch when reviewing it.
This is very important for gift batch validation and review. It makes find errors prior to approval extremely challenging. At times it can even be challenging to reconcile with FE.
This is very important for our process. We currently use Mail to export a file to merge for acknowledgement letters and in database view that file will stay in the order gifts are entered. Entering gifts in the new NXT batch changes the order of the gifts and we then had more difficulty matching up each check/documentation with the acknowledgement letter to scan for our records.
This would have been nice to know up front, before we started testing the batches in NXT. I often need to come back to batches as we add checks over multiple days. The order is necessary to keep track of what has been entered and what has been reviewed. Now, I need to delete the whole batch and start over again because everything is out of place. If I had known this was going to be an issue our process would have been needed to be changed.
This is crucial for usability. When we enter checks, we need them to stay in order so when we validate a stack of checks we can go through our physical stack and compare to the batch. If the gift order is scrambled, this will become an onerous, time-consuming process rather than a quick double-check.
Received from a team member who reached out about this issue;
"I hope you're doing great and thanks for your patience!
I was able to reach out our product development team and they explained this behavior and this is how currently works:
Our gifts are all saved at the same time when you press save or save and review. Then the system will start registering all gifts at the same time and due to this behavior the system will save them in the order of which gift loaded faster which is not controllable and that's the order you end up with. Then after you save and you add another gift, it goes in order because is only 1
They understand the difficulties this can cause and they are going to start working on a feature that allow us to keep the gifts in the order they were entered. Not sure exactly how this will be implemented but I will let you know how it works once is completed. This might take some time to implement so I'll place the case on hold for 1 month to make sure I can follow up on and let you know once this is added"
Yes, we need to have the batch stay in the same order we enter. This has made it so difficult to go back and review my batches that I enter. It also makes entering my batch more time consuming. Please allow us to see the records in the order that we enter. I was so disappointed when they were out of order.
Yes absolutely. Why do they move around in the first place? Like Malory Kimble commented. I ended up having to go through each one, and then tick them off on my spreadsheet. It was extremely time consuming. If the amounts do not add up for instance, i would have to go through each gift, and as they're no longer in order of entry, id have to search in the batch for each one. This is also made harder by the fact there is no search option in the batches, nor constituent raiser's edge ID number - particularly when surnames can be the the same.
Agreed! This is super aggravating to deal with! Our org often enters a batch and saves it for further information before approval, and reviewing it in some other order is ridiculous.
This!!! Yes, please!!!
The gifts need to stay in entry order, otherwise it is nearly impossible to double-check data entry.
This is extremely important. In DBV, The gifts are in order, then we can choose to sort them as well. Extremely helpful when reviewing gifts.
I think being able to keep gifts in the order entered is essential! It would also nice to be able to sort by other columns, but be able to revert back to the "how they were initially entered" order.
This is essential for our gift entry and review/commit process. Gifts are entered from scanned checks/documents in a specific order. Review and commit the same.
Additionally, it’d be super helpful to be able to copy the row or the cell directly above.
This is a serious flaw in regards to proofing and auditing purposes. Please program a way to keep (and return to if a sort is created) the original gift entry order.
This is very important for gift batch validation and process. We compare our digital check deposits in the order it is entered in a gift batch.
Should not change order and should have a sort option
This is very necessary. Users doing gift entry often have check logs, scans, and/or physical paperwork that is in a specific order and need to be able to match that to the batch when reviewing it.
This is crucial to my organization for gift batch review and ack production
This is essential for both proofing entry for errors and reporting.
This is very important for gift batch validation and review. It makes find errors prior to approval extremely challenging. At times it can even be challenging to reconcile with FE.
This is very important for our process. We currently use Mail to export a file to merge for acknowledgement letters and in database view that file will stay in the order gifts are entered. Entering gifts in the new NXT batch changes the order of the gifts and we then had more difficulty matching up each check/documentation with the acknowledgement letter to scan for our records.
This would have been nice to know up front, before we started testing the batches in NXT. I often need to come back to batches as we add checks over multiple days. The order is necessary to keep track of what has been entered and what has been reviewed. Now, I need to delete the whole batch and start over again because everything is out of place. If I had known this was going to be an issue our process would have been needed to be changed.
This is crucial for usability. When we enter checks, we need them to stay in order so when we validate a stack of checks we can go through our physical stack and compare to the batch. If the gift order is scrambled, this will become an onerous, time-consuming process rather than a quick double-check.
Received from a team member who reached out about this issue;
"I hope you're doing great and thanks for your patience!
I was able to reach out our product development team and they explained this behavior and this is how currently works:
Our gifts are all saved at the same time when you press save or save and review. Then the system will start registering all gifts at the same time and due to this behavior the system will save them in the order of which gift loaded faster which is not controllable and that's the order you end up with. Then after you save and you add another gift, it goes in order because is only 1
They understand the difficulties this can cause and they are going to start working on a feature that allow us to keep the gifts in the order they were entered. Not sure exactly how this will be implemented but I will let you know how it works once is completed. This might take some time to implement so I'll place the case on hold for 1 month to make sure I can follow up on and let you know once this is added"
Yes, we need to have the batch stay in the same order we enter. This has made it so difficult to go back and review my batches that I enter. It also makes entering my batch more time consuming. Please allow us to see the records in the order that we enter. I was so disappointed when they were out of order.
Yes absolutely. Why do they move around in the first place? Like Malory Kimble commented. I ended up having to go through each one, and then tick them off on my spreadsheet. It was extremely time consuming. If the amounts do not add up for instance, i would have to go through each gift, and as they're no longer in order of entry, id have to search in the batch for each one. This is also made harder by the fact there is no search option in the batches, nor constituent raiser's edge ID number - particularly when surnames can be the the same.