simplify validation process on batch

I recently had a workplace giving batch with almost 300 gifts; many constituents had pledge payments/multiple payments and multiple funds they wanted their gift distributed to; one constituent had 4 gifts, and we created an accidental overpayment on one pledge; i asked re to not commit the gift, and to create an exception, so we could review and fix the mistake - it did 2 things; 1 it listed the validation as no exceptions to have been found; and 2 the report showed all gifts, not just the exception; I had to spend a total of 4 hours tracking down this gift that did not commit because it affected the report that was later pulled. I think there should be a more noticeable warning when validating gifts so that it can review any possible errors. as it stands now, iit never shows me an exception, it states "validation complete, exceptions have been found, no batch row exceptions have been found!" this was a very frustrating process and is awfully confusing.

  • Guest
  • Feb 11 2015
  • Attach files