I would like to re-suggest that a business rule be created to prevent unbalanced batches from being committed. The warning is insufficient and too easy to ignore.

It would be great to have the option of an output query from a gift batch - our administration wants to send out letters BEFORE the gifts are committed and so I have to manually do these letters.

My team would like to add a new custom "gift type" to the Config>General Ledger>GL Distributions. We are currently using "Other Gift" to denote a specific account...

When a Raiser's Edge and Financial Edge are connected, it allows you to attached a Project Code for the Fund to gifts. That Fund Code gets pulled into the Post to GL CSV Report. If your RE is not connected to Financial Edge, that feature disappear...

I've selected the "Gift Security by Fund" in one of our user group security features so the user(s) in that group can only view the gifts for their team. This works great on reports, queries, etc. However, we noticed today that when we were viewin...

The printed post report is needed for Finance Department to match projects once posting is completed.

Currently, the Post to General Ledger detailed report only includes post date, fund and donor name. It would be helpful if we can modify the fields and include more details to these reports, such as payment type and gift type, as our Accounting te...

Allow adding gift subtypes in GL distribution table. At present, gift subtypes can only be added under individual Funds.

I do know there is a way to get rid of soft credits from queries, but since for most queries you do NOT want to see them, it would be faster and more convenient to have a button on the criteria page like the "Include deceased constituents" button....

When donors make gifts through Luminate and we import their gifts through the RELO plugin, we are not automatically notified about any open pledges. The current solution now is to check the "automatically apply gifts to open pledges" box when comm...