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Each quarter I need to enter 440 employee gifts and link to individual pledges. I am using recurring batch, but it isn't very user friendly and doens't ask me "do you want to apply this to existing pledge?" My suggestion would be to give this option in recurring batches right after you change the gift amount. In addition, when in same recurring batch, when changing default dates and check numbers, it doesn't automatically change them in the batch. During a help desk assistance from Michelle, she had to do a global change in the dates and check number. If resetting the defaults worked, this would be one less necessary step in making a true recurring batch successful and much faster. Thank you.
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Guest
- Apr 2 2013
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You can set RE to alert you that a constituent has an outstanding pledge balance or recurring gift and ask you whether you want to apply the gift you're entering towards either of those. It sounds as if you don't have your system configured to do this. To accomplish.... Go to Configuration/Business Rules/Batch Options/ and check off the "When adding a gift to a batch, warn if constituent has..." buttons. We keep BOTH checked off. This way we are alerted and have the option to apply a gift towards a recurring gift or pledge when working in a batch (regular or recurring.) Hope this helps.
Ditto what Lisette said. And you have the option when you commit the batch to apply gifts to pledges. Two check boxes most of the way down the list. I use those all the time.
In recurring batches that contain the same donors, (ie monthly credit card payments) the pop-up don't activate, only when entering a new donor. The check box could work except when some people have multiple pledges to multiple funds you can't let the system decide where it goes. Perhaps if the system was smart enough to apply pledge payments based on the gift fund ID.