We use a recurring batch for our bi-weekly payroll deductions that pay on their annual employee pledges. Recently, I learned if there is a pending transaction out there for one of our employees that is in the recurring batch, the batch will post b...

When entering a gift through a batch, I like to enter in all the gift information and then renew the membership. At times, if I do this rather than renewing the membership when I'm prompted at the beginning of entering a gift, the membership still...

I have families who make recurring gift commitments to our nonprofit. Sometimes the spouse who makes the commitment gives us a check and sometimes the other spouse gives us a check. Each should easily be able to be applied to the recurring gift co...

Allow us to set Campaign ID to auto-populate in a batch based on the fund for a constituent. For example, we might have 3 funds that are a part of the annual campaign and three different funds that are a part of the regional campaign. Insert the a...

Organizations many times post donations in a month after recording the donations. For example: I would record a March 25th gift in April or didn't get around to posting the gift in F/E until April. The current April date is used in F/E and I have ...

I would like to make a suggestion. Can you all put on the "gifts" page another column? Right now you have Constituent, Date, Amount, Appeal, and Reference. It would be awesome if you could add "Last Action Date". I have to follow up on 20-30 gifts...

When I am going our RG batches when we have done our last re-try I have to either go through and manually clear every individual rejection code so I can process a $0.00 transaction or I have to create an exception batch and work over 2 batches ins...

We have an enormously high volume of gifts in kind and it is all paper based at point of capture, requiring a long and lengthy process to be entered into the database. Because it is manual, you can imagine the number of incomplete or illegible for...

We use Gift Notes and Reference differently. Reference is used when we want to plug in something during Merge for our Thank You Letters. We use Gift Notes Description to put in any detail that we need to keep track of when generating the Thank You...

We would like to be able to enter multiple donors' (hard credit) from an employee giving program, not adding them as a "soft credit", and our finance department be able to see it in the GL post as a 1 to 1 line item with the giving program's name ...