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There is no “There are unprocessed transactions remaining” warning message
If a change has been made and the decision is not to process the transaction, there is no warning to ask the user to action the amendments as per the Raisers edge plug-in0 Will not implement
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Allow user to enter a General Ledger mapping for the pay-out value of all planned gift vehicles where pay-out information can be recorded.
Currently, when setting up the General Ledger mapping for planned gifts there are options to map ‘Charitable gift annuity (Pay-out)’, ‘Life Insurance (Pay-out)’, and ‘Pooled Income Fund (Pay-out)’. There are other planned gift vehicles that allow ...0
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add a "clear all applications" option to the Apply to Commitments window.
When a payment amount is entered into a batch, the system attempts to apply the payment to one or more existing commitments. If this application is not what is desired, the user must zero out the application and enter a new one. A "clear all appli...0
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Update the Revenue History tab to more clearly identify write off amounts.
Currently when you write off a gift it is hard to tell the difference between the write off and an actual gift. When quickly looking at the Revenue History it looks like someone has given $XXX.XX when actually that has been written off.0
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Make the clear matching gift routine be similar to a write off.
The balance should be 0, the date and a reason tracked etc. Just making the record inactive is not enough in our opinion. The record continues to carry a balance due.0
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display the reference field from a pledge to the payment
When a reference field is populated on a pledge, we would like that information from the pledge to flow to the payment automatically. We currently have to re-enter that data so we can see it on the payment. -
Reference column in the deposit view should fill in with journal reference before posting.
In the deposit screen there is a column for reference. But it only populates with the journal reference after gl posting. We would like for it to populate before posting. -
Expand Field Length of GIK Description
No description provided0
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Add a Site to a Revenue (donation)
Revenue (donations) should be able to have a Site against it, as well as the designations that the revenue is placed against.0 Will not implement
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unable to edit constituent types to include on recognition programs
After a recognition program is saved users can right-click and edit them. They cannot edit the Constituent types on the recognition program.0 Will not implement