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Default filter to All Dates for Donor Challenge Encumbered Funds tab
When adding a Gift to the Encumbered Funds tab in a Donor Challenge, the gift is not visible due to the filter being defaulted to "Today". After changing the filter to "All Dates", the newly added gift is visible.0
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set a configurable number of transactions in a EFT- export file
We run direct debit processes for a huge number of transactions. The EFT process generates 1 file which exceeds the maximum number of transactions / file size permitted by the bank. It would be nice to have a configurable parameter for the maximum...0
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All users ability to view recurring gift future installments
Non-gift administration users who only have the ability to view recurring gifts should have the ability to view future recurring gift installments. Right now, you have to be able to edit the recurring gift to see this schedule.0
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Calculate membership installment plan payment receipt amounts with benefits
As a membership transaction processor, I want benefit amount to be properly incorporated into default installment plan receipt amounts, so that I'm not receipting a member until their installment payments have covered the value of the benefit(s) t...
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Reviewed: Voting Open
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Allow some elements of a revenue records to be amended whilst they're held in a pending R68 Claim
When a revenue transaction is involved in an R68 you cannot edit any of the details for example if you want to edit the appeal or the GL post date you get this message: "This transaction has one or more applications on a pending R68 process and ca...0
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Add criteria options to Campaign record field in query
The path Recognition Credits\Revenue Application\Revenue Campaigns\Campaign\Campaign record is missing the "Contains" and "Begins with" criteria filters. We need to be able to see the results for all campaigns in the current campaign. For example ...0
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Allow the "Payments due on or before" for recurring gifts to include this month or last day of month.
Many organizations actually process recurring gift once per month. It's hard to process all charges for the current calendar month if running though the job queue since the possibilities are for a specific date, xx days after the run date or as of...0
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allow users to change the subtype of a posted pledge to a non-postable subtype and allow the reversals to post but not any adjustments
Some pledge subtypes are posted and some are set to do not post. If you change the subtype of a posted pledge to a subtype that does not post you are still forced to enter and post to a General Ledger distribution rather than just entering the rev...0
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Add a validation check to Bank Acocunt Name field to highlight/ remove any non Alphanumeric characters to avoid any invalid char errors in the subsequent BACS files
BACS software required the Bank Account Name filed to only be comprised of invalid characters and at this opint the only way to manage this from the front end is via a convoluted does not contain query listing every non-aplhanumeric character we c...0
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A payment by a Group should not default to an Individual member's Recurring Gift in a Batch Row
When entering a payment in a batch for a Group, the system will automatically default the Application to the Recurring Gift of a Member of that Group (should there be one; and the amount entered matches the Member’s instalment amount) and not to a...0