-
allow users to unpost GL transactions that are marked as Posted by mistake
Once the post to GL process is run and the transactions are marked as posted there is no way of changing them back to unposted.0 Reviewed: Voting Open
-
Being able to query on GL segment mappings
Currently you are not able to query on your GL segment mappings and the calculated field (ex: Designation, appeal, event) that is assigned to the segment. This can be a problem for a client that has a lot of mappings and needs to be able to check ...0 Reviewed: Voting Open
-
Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
-
Add ability to make Gift Fees General Ledger specific
If the organization has more than one General Ledger in use, and GL mapping is turned on for Gift Fees on one GL and activated under Revenue. This causes an error in batches with the other GL because there is not a Gift Fee mapping in that GL. It ...0 Reviewed: Voting Open
-
Add ability to map "Other" Application subtypes in GL transaction mapping
We have different kinds of "Other" non-charitable revenue that we need to add in CRM to understand the 360 degree view of our constituents and their relationship with the organization. Having the ability to map the subtype for the Other applicatio...0 Reviewed: Voting Open