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Populate the Original GL Posted Date in the Revenue Record
This will be very useful when reporting on Revenue transaction, Revenue Audit and Revenue Adjustment reporting . Having the original GL Posted date when a revenue records has been adjusted, is very important for audit and revenue reports . We need...2 Reviewed: Voting Open
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Mark benefits inactive in the benefit catalog
Need the ability to mark benefits inactive in the catalog when they are no longer needed so they don't appear in the list for gift processors.2 Reviewed: Voting Open
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Add designations for benefits
UNC-Chapel Hill currently directs its benefits to designations within its legacy system based on which unit is using the benefit. For example, a different designation is used for Law School benefits, Business School benefits, etc. with different G...0 Reviewed: Voting Open
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Allow Benefits to leverage GL segment mapping, based on Designation, Purpose, and/or Event.
Although BCRM's built-in help files say that GL distributions for Benefit Items can leverage GL segment mapping for other segments in the GL string...it doesn't work. Our multi-site org needs to add specific Benefit Items to Event Registration opt...0 Reviewed: Voting Open
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Allow benefits to be assigned to a designation
It would be helpful to be able to assign a benefit to a designation and have that benefit provided as a default for gifts to that designation (with the ability to override or decline the benefit for a specific gift).2 Reviewed: Voting Open
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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