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Make the Deposit Screens More User Friendly
The deposit screens aren't very user-friendly and a bit difficult to navigate compared to other screens in the system. Some relatively simple modifications that could improve usability: * Make Bank Account a drop down instead of a search field or...0
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Make Deposits More Flexible
Right now, deposits are tied to posting to GL for some reason - certain payment methods require being tied to deposits while others can never be tied to a deposit, but the determination is made by Blackbaud and not configurable. Customers should b... -
Revenue Reference for Split Designation
When you split a gift into multiple designations it would be helpful if we could track a revenue reference on each SPLIT, We can currently document a revenue reference for the gift.0
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Users be able to add GL File structures
Users should be able to add their own GL file structures, because it is not acceptable that every time we (Oxford University) want to add a College that wishes to use GL we have to go back to Blackbaud. An Enterprise solution should facilitate dif...0
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Not blank out receipt amount on reviewing an enhanced revenue batch
If the enhanced revenue batch has split designations that cause you to enter a receipt amount difference from the revenue amount, when the batch is open for review and the split screen opened, and enter pressed without making any changes it should...0
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Add Post Status to Add a Payment form,
Currently Post Status is only available via Batch or bizzarely Edit Payment form. This means when adding a payment if the item shouldn't be posted the item has to be entered via 'Add a Payment' then saved and then editted to change the Post Status...1 Will not implement
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Add 10 month frequency option to recurring gifts
We need a 10 month frequency option on recurring gifts (instead of 1 year) so that we can handle teacher's payroll deductions (who do not get paid during the summer months).0 Will not implement
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Future year recognition program support
We have donors who receive future years of recognition credit for some gifts. We want these future years of recognition credit to qualify them for recognition programs for future years. The problem is if you setup future year recognition programs,...0 Reviewed: Voting Open
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Pledges are not easily seen as fulfilled or not, because the payments are not listed below the pledge
Pledges are not as easily seen as fulfilled or not, because the payments are not listed below the pledge. Maybe a brief paid outstanding summary underneath each pledge could be added.0
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Revenue payments default to the same pay method as the pledge
We have a situation with our CampusCall batches that when a payment is made on an existing pledge the pay method always defaults to cash, I think it would make more sense if the pay method defaulted to whatever the pledge pay method was.0