Recurring gift by definition has no end date. Only pledges have end dates. However, BB's OnProduct online giving form requires end date for recurring gifts. As a result, I had to change all recurring gifts to pledges per the auditors. This is tech...

We're often asked to add wire transfers by our business office, using the date of the transfer. Sometimes this happens weeks after the transfer took place. While this doesn't affect our totals when we run a report -- our gift officers want a repor...

UK Only After submitting a gift aid claim to HMRC, reconciliation can currently be difficult because there is no common identifier between the claim and the payment. Raiser’s Edge has the concept of a claim number, but HMRC provide only "submissi...

Two weeks ago, the credit card icon for processing credit card gifts in database view was replaced with a longer process. Since then, I am only able to commit $0 exception batches if I delete the rejection codes. It would be helpful to be able to ...

Currently, you can quickly see if a gift is a NetCommunity gift by adding that field to the columns on the gift tab. I think it would be very beneficial to have the same thing for Online Express gifts. This may mean adding a checkbox for Online Ex...

This would be helpful to match back gifts to a specific appeal and we would not have to retype all the appeal codes in a separate table.

A client of mine would like to be able to do a gift export to where there is a pledge followed by installments (and details about the installments - fund, campaign, appeal, constituent, etc) vertically as opposed to horizontally as it exports now.

In cases where constituents have a lot of recurring gifts, having soft credits displayed makes it difficult to work with the Gifts tab. The soft credits are needed for data selection (to count both spouses gifts, for example) but some users prefer...

When there is 59 fund id's and you want the current year to be on the top rather than somewhere in the middle. I know we can change the listing of constituency code by moving it up and down in config.

There does not seem to be an option to indicate tax declaration fields as required on Raiser's Edge. It would be really helpful if we could make the “confirmation Sent” box on the Declaration Information a 'Required' field