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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
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Include recognition credits from donor challenge matched funds in the BBDW
When a donor challenge has matched funds, approving this match puts an entry in the RECOGNITIONCREDIT table in the OLTP. There is a gap in functionality with the BBDW though as it only pulls records from the REVENUERECOGNITION table.
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Adjust the Tax Deductible Amount when adding a Benefit
When adding a benefit, total tax deductible does not adjust, (it totals the benefit amount but not the tax deductible amount). SMU expects the Tax Deductable amount to update automatically.0
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allow users to import changes to bank routing numbers via a constituent update batch
There currently is no way to import changes to a constituent's financial institution. The user would like to be able to import these once they are flagged by banks rather than editing them manually.0
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Change sort order of Pledge Status and Pledge Analysis Reports
Requested by Jr Achievement. Related PBIs: 252314 and 245053 .0
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Modify the logic on a new Pledge to set Receipt Amounts accordingly when using Irregular Installments
No description provided0
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Add deposit projected amount in the results of the deposit search
No description provided0
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Allow pledge payments to be posted toGL based on whether or not the pledge itself is posted to GL
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Make it easier to link back to parent campaign from a child campaign record
You should be able to link a child campaign to a parent directly from the child not having to close the child campaign record and open the parent. When creating a new campaign, you have to leave the campaign record and open up the campaign under w...0