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sort matching gift claims by date, name or amount in load commitments
We have some companies with over 500 claims. We need to be able to sort claims in Load Commitments in order to find the gift being matched. Right now it is needle in a haystack.0 Already exists
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Create a new revenue marketing edit form
Create a new edit form that will appear on applicable posted revenue such as pledges and payments. This new edit form would allow the user to ONLY edit the Appeal, Inbound Channel, and Marketing Effort. It should be smart enough to only generate G...0 Reviewed: Voting Open
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Allow posted deposits to be unposted and unlocked
My organization has posted a deposit before we intended to do so (we wanted to add some additional payments to it). We would like to request the ability to unpost deposits so that we can unlock them and make more changes before reposting.0 Reviewed: Voting Open
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Allow Designation Selections for Recognition Programs
When creating recognition programs, users can only select one account at a time to include them for the program. Some of our programs have over 700 designations. A selection of these designations would offset this system limitation.0 Reviewed: Voting Open
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Add the ability to Query on recognition credit defaults & Globally Change defaults
Recognition Credit Defaults are set/viewable Info on the Recognition Default tab when on a constituents revenue & recognition -- but is not available using Query, and there's no global process to add/change defaults -- ideally you'd be able to...0 Reviewed: Voting Open
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Default the GL Post Date in the enhanced revenue batch as is done for the date field when that field is enabled
When adding payments to an enhanced revenue batch, the transaction date is defaulted to the current date. When the GL Post date is enabled, this date is blank. It would be beneficial to default this date also. This is especially true for batches w... -
Allow event registration fees to have a revenue catgegory added.
Currently event registration fee transactions cannot have a revenue category added. We use the revenue category to code our payments to match our finance system and a NULL value is not useful for our GL function. We have a number of event registra...0 Reviewed: Voting Open
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Add a Recurring Gift Cancellation process - similar to Sponsorship cancellation, where a reason must be provided
Please add a cancellation process to recurring gift records, so when a constituent wants to cancel their recurring gift a reason why must be entered. This should be similar to the Sponsorship cancellation process. At present we can only change th...2 Already exists
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Warn users when entering an adjustment on a revenue transaction that has another adjustment already on it that has not been posted.
I feel that the system should prevent you or at least warn you before allowing you to enter a second adjustment. There are two parts to this, making a second adjustment before the first is committed, and the second is making a second adjustment af... -
Add individual match and company match in same batch
We would like to be able to enter the individual and company match within the same batch. Some companies provide both at the same time and currently, this causes problems if they both fall within the same batch since BBEC doesn't allow this.0 Reviewed: Voting Open