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 claim does not automatically have the appeal. My organization would like to request that the matching gift claim auto-populate for matching gift claims added to payments that have an appeal.


Note: If the matching gift claim is added manually on the revenue record's Matching Gifts tab, the matching gift claim does inherit the revenue's appeal.

  • Guest
  • Jun 6 2023
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) West Point Association of Graduates
Reported Version 4.0
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