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Allow us to specify a display order for reason codes
We have many cancellation reasons for Recurring Gifts. There does not currently appear to be any way in which we can specify the order in which they are displayed when a user goes to cancel an RG, so they get the list in a most illogical order. It...0 Reviewed: Voting Open
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Add the Campaign field to revenue batches.
We use Campaigns to report on resource generation at JA. While designations pull revenue to the appropriate campaign in normal data entry, we sometimes have to make changes to revenue and would like the campaign field available in Revenue update b...2 Reviewed: Voting Open
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Generate Revenue Update Batch Number
After running a generate revenue update batch process, the process results screen does not display the batch number of the newly generated revenue update batch. You have to go to the Batch Entry screen and search around for the most recently gener...0
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add additional fields in query for declined recognition programs
Currently the only field we have in a constituent query for Recognition\Declined Recognition Levels\ is name. There isn't a field for the reason or the levels that go declined. It would be useful to have more functionality in the query view for ha...3 Already exists
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Allow for matching gift claims and donor challenge claims to be posted to the GL
Please allow for matching gift claims and donor challenge claims to be posted to the GL. This would resolve two issues we have: counting claims as receivables and point in time reporting on transaction changes. Though we are unique in booking thes...1 Reviewed: Voting Open
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Add recognition credit filters to recognition credit smartfields
We need parameters in the recognition credit smartfields to select which recognition credit types we calculate on. The parameters could either use the RC reporting filters, or the actual RC types. I saw notes in a previous "idea" that this functio...0
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show Matching Gift claim balance and Matching Gift claim status on the Matching Gift tab of payments that have Matching Gifts
The datalist on the MG tab of a payment doesn’t give you enough information to really understand what is going on. It is missing Matching Gift Claim Balance and Status.0
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Mark benefits inactive in the benefit catalog
Need the ability to mark benefits inactive in the catalog when they are no longer needed so they don't appear in the list for gift processors.2 Reviewed: Voting Open
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"Payment pending" notification when payment in an uncommitted batch
There are often instances when a donor will call in and ask what their balance is and a general user of the system will look at a pledge and give the current balance that they see. The problem comes in when there's a payment in a batch that hasn't...0 Reviewed: Voting Open
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Add "Inbound channel" to the Filter By option in Generate Revenue Update Batch
Allow the batch update of the Inbound Channel on a revenue record0 Reviewed: Voting Open