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Matching Gift Claims should automatically inherit the Matched Revenue's Appeal Information
At present, if matched revenue is added with an appeal in an Enhanced Revenue Batch and the matching gift claim is added in the Matching Gifts window of that batch, when the batch is committed and the revenue records are created, the matching gift...0 Reviewed: Voting Open
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add the payment subtype to the Enhanced Revenue Batch Control report
we utilize the "other" payment type quite often and to be able to see the other subtype on the batch control report will benefit the finance team.0 Reviewed: Voting Open
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Ability to link an opportunity to an applied event registration within batch
If you're applying a gift to an event registration within an enhanced revenue batch, the "Opportunity" column becomes grayed out. Please have us be able to link opportunities to these event registrations within batch.0
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Do not allow submitted R68 claims to be deleted
Whilst hiding the delete button is an option, it would be preferable if the deletion could not happen, as an accidental deletion can happen.0 Reviewed: Voting Open
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Add the option to search for an application type of "Other" to the Opportunity Unassociated Revenue Search
Currently the Opportunity Unassociated Revenue Search Form does not have an option to search by application type of Other. This is problematic as many gifts have this application type.0
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Add the ability to have revenue batch import into an existing batch
To ensure proper batch internal controls, we have a "cashier" create all batches. Once the batches are created, the documentation is placed into a bin for multiple data entry folks to enter. This ensures we have one place in the system for all out...0
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Modify the error message encountered when attempting to rename recognition programs
Currently, if a recognition program's name is being used in ad-hoc query, users are unable to rename the program. The following error appears: "Data could not be saved. Cannot modify the name value. The generated query is used by an ad hoc query a... -
Add an indicator in batch when a tribute has been attached to a gift or allow tribute to be added within batch
We add quite a bit of tributes to our gifts. Having to set up the tribute on another tab wastes a lot of time and when double checking all tributes have been attached, we have to seperately click on each line then clicking on the Revenue tab then ...0 Reviewed: Voting Open
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On the Add Payment and Edit Payment forms, Reference Number and Reference Date Fields be available for all payment menthods. Currently the fields are available for Cash, Direct Deposit or Other Payment methods.
No description provided0 Reviewed: Voting Open
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Change event registration payments to count as one application, instead of two, when only some of the registration counts as charitable giving
At present, if an event registration option has a benefit or a cost set up, payments for that event have two applications, one for the charitable portion and the other for the non-charitable amount. While understandable, this does throw off applic...