Pass Settled ACH Gifts from Luminate to RE using RELO

Right now, only unsettled gifts get passed down. This creates a TON of work, as we can not commit them until they are settled. Too often a bank refuses and ACH and it's not a "real" gift. There is a filter for Settled vs Unsettled, but it never updates. It would be helpful if it did update when ACH gifts were settled.

  • Amy Barker
  • Jan 24 2025
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