Please eliminate or modify the way RE NXT automatically batches gifts from online NXT donation forms. The current process is not very helpful when trying to reconcile gifts with a BBMS distribution report. For each distribution report, I have to search through multiple batches to locate the corresponding gifts and then move them one at a time into the batch I plan to use.
This process is time-consuming. I would love to see gifts displayed more similarly to how they appear in Database View and have the ability to select which gifts should be included in a batch.
This would make it much easier to reconcile gifts against BBMS distribution reports and would provide more flexibility and control over batch creation. The current automatic batching process in RE NXT is very time-consuming, especially when gifts must be moved from one batch to another.
Please share this idea.
This is important when there are 3 different entities to be managed in one database and each have their own BBMS account. For example, we have foundation, alumni and athletics. If gifts for all 3 come in the same day, they are grouped in the same batch. I would separate these gifts based upon the day per entity.