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allow users to import matching gift conditions
There are no available fields in a Constituent Batch or a Constituent Update Batch that would allow users to import matching gift conditions. When import large numbers of organizations it would be helpful to not have to add these manually on each ...0 Reviewed: Voting Open
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Recognition Credit Defaults on Matching Gifts
The configuration on how recognition credits are assigned for both claims and payments on claims are not open enough for all schools -- these should be configurable like other transactions within the system1
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Recognition History tab recognition date for matching gift claims is revenue date
The recognition date on Recognition History tab is reall the revenue date for the matching gift cliams instead of their recognition date.0
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display the balance for matching gift claims in the TRANSACTIONBALANCE field of the BBDW.FACT_FINANCIALTRANSACTION table
The Blackbaud OLAP database has a TRANSACTIONBALANCE field in the BBDW.FACT_FINANCIALTRANSACTION table that shows the balances for pledges but shows null for other transactions that carry a balance like a matching gift claim. Our request is that t... -
Matching Gift Claims should automatically inherit the Matched Revenue's Appeal Information
At present, if matched revenue is added with an appeal in an Enhanced Revenue Batch and the matching gift claim is added in the Matching Gifts window of that batch, when the batch is committed and the revenue records are created, the matching gift...0 Reviewed: Voting Open
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Update designation matching gift payment - and having the claim follow
After a matching gift payment is received, if there is no way to update the designation on a matching gift payment without first removing the application on the payment, saving it and then re-adding it back to the claim. (BU) – SMU and IOWA -- nee... -
Edit Matching Gift Payment in Batch
Add the edit matching gift button in batch -
Add functionality to the Clear Matching Gift Claims process to reset/adjust/clear recognition credits
In SP19, the Global pledge write-off process received functionality to adjust recognition credits and my organization would like to see this same functionality added to the Clear matching gift claims process. When we are marking matching gift clai... -
Matching gift claim default designation from pledge commitment
In revenue batch, desigantion for the matching gift claim tied to a pledge payment should be defaulted from the pledge. When adding pledge payment it automatically set the designation from the pledge, need the matching gift claim to do the same. H... -
Include ability to set matching gift claim date when adding matching gift claim in Enhanced Revenue Batch
As a user I want to be able to set a specific date as the matching gift claim date when adding revenue with an associated matching gift in an Enhanced Revenue Batch. Currently, in an Enhanced Revenue Batch it is possible to set specific dates when...0 Reviewed: Voting Open