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Auto-correct registration fee, balance and receipt amount if teh registration options have changed
Example of current issue: A registration option was originally set up at cost $4,000, with receipt amount $4,000 (fully tax deductible). A few registrants have been “signed up”. Then, the registration option cost was changed to $5,000, with recei...0 Will not implement
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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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allow users to configure defaults for when a solicitor is added to a payment
Currently the solicitor is added by default when paying a pledge. This causes solicitor amounts to appear as doubled. We would like to set defaults so that solicitors are credited with the payment or the pledge but not both.0
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allow concurrent credit card processing runs
Posting for a few clients, please vote and comment... Allow organizations to run the Credit Card Processing Process on multiple batches in parallel, so that if the credit card gateway is taking a long time processing a particular batch users can ...
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Reviewed: Voting Open
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No validation in place to ensure that the credit card has been processed through BBMS before committing the batch
Add Validation in place to ensure that the credit card has been processed through BBMS before committing the batch. Since there is currently no requirement to have BBMS along with CRM there was no justification in requiring validation for this. Im...1 Already exists
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In batch entry user to sort by "error" field
When you validate a batch and there are errors, there is no way to sort by the error field. This requires the user to go and find each error to fix. When the file is coming from an import, the user has to sort through 1900+ records at times.0
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Opportunity to pop up/notification in a Revenue Batch
When Gift entry is processing a gift, it would be very helpful if after entering the donor in a Revenue Batch, if there is an opportunity on the donor, for a pop up box (like the Commitments) or Yellow notification to appear to inform the entry pe...0 Reviewed: Voting Open
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Override gift fee percentage in batch
We would like to have the ability to waive a gift fee from within a batch on a per transaction basis.0
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Enhanced Revenue batch - Auto-apply
While the commitment auto-apply functionality is working as intended not enough thought has been given to the users who enter 100's of items at a time. In the ERB if the amount entered equals one of the commitments for a constituent then the Comm...0 Reviewed: Voting Open
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R68 - Do not allow clearing of results from a submitted claim
It is possible to clear results from a claim after submission to HMRC - this means that there is a possibility of claiming the same revenue twice. The ability to clear a successful claim should not be available.1 Will not implement