-
I found if you check calculate gift balance based on date range in Financial/Detail Report when you don't have a date range, shows people to have a pledge balance when they don't.
I found this issue when I was trying to contact those that still had a pledge balance because we are at the end of fiscal year. The first I came accross showed she had a balance of $9,375 and she does not have a balance and I could not find that n...0
-
Ability to lock down GL Post Status in Security Permissions
We would like the ability to allow end users to add a new gift, however set a default for the GL Post Status as "Not Posted" and not allow certain Security Groups the ability to change/amend this GL Post Status when adding a new gift. This is to e...0
-
Ability to lock down Gift ID in Security Permissions
We would like the ability to lock down the Gift ID field to only allow auto-generated Gift ID's for certain users when adding a new gift. This is to ensure consistency in Gift ID's for relationship mapping and integration with other systems. -
Add the ability to show when a gift was made as a soft credit in a query.
Trying to run a query to see how much was donated by employees for a specific appeal, I wanted to include the soft credits given by the spouses. While I can get the query to show all donations made, there was no way to tag the soft credits as such...0
-
Make Financial Edge batch description editable field that can be entered in Raiser's Edge at the time of posting to the GL
If your agency is like ours, there are multiple batches posted daily from Raiser's Edge to Financial Edge, all with the auto-generated Financial Edge batch number and the Financial Edge batch description "Journal Name - M/DD/YYYY." If Raiser's Edg...0
-
In Gift Batch setup, change "include for bank deposit" to "include *only* for bank deposit"
I think it would be a lot more user friendly, since checking that box excludes any record which doesn't match that option. "Include" is misleading language because it makes it seem like you'll see the rest of the records. I accidentally checked th...0
-
Change matching gift type when adding match onto individual gift
When you add a matching gift on the individual's "new gift" screen, it defaults to MG Pledge and cannot be changed. We don't like to use MG Pledge because 95% of the time, the match is paid out to us at the same time as the individual's gift.1
-
ability to set a criteria rule for pulling selected soft credits
would be useful to have a criteria or rule in queries/reports where we can use the function of soft crediting for selective circumstances when other conditions apply. For instance Year End Donor report should be able to pull the spouse's donations...0
-
Business Rule for Tribute Gifts
We have instances when our tribute gifts have business rules that need to pop-up during query. An annotate can be added to the record, but that is not seen when entering a batch. I believe that this would be a benefit to everyone.0
-
Allow any gift to waive benefits
Currently, it seems that the option to waive benefits is only available for Memberships in order to receive a higher deduction or in Sponsorships. However, some appeals may have benefits (e.g. "get an umbrella for a donation of $X and above") and ...0