Add a GL transaction number to each RE gift from the batch it was posted in to the GL.

We do not print or save the GL posting report.  Too much paper.  It would be very helpful if there was a verification tool in RE that would connect  gift to transaction # when posted to GL.

  • Guest
  • Oct 25 2016
Gifts
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  • Guest commented
    July 01, 2019 13:41

    Currently, you have to post in detail in order for a user-defined Journal Reference set up in configuration to be used.  It is in this configuration that you can define the Gift Batch to be part of the Journal Reference... thus connecting the Gift to the GL.  Unfortunately, if you post in Summary, which we want to do, you currently can't use the Journal Reference set up in Configuration. Instead, the Fund, followed by the Gift Type is the Default Journal Reference.  I intend to log a separate Idea requesting the Configured Journal Reference be available when porting in Summary.

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  • Guest commented
    October 31, 2016 17:32

    If you've set up the GL numbers on the Fund/Gift Types, then this is already available to you as long as you select a report that includes that information (such as the Cash Receipt Journal).  Just make sure you check the box to include the GL numbers.

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