@Anthony Gallo Was just going over this with finance team and realize (or at least I didn't see it) the option to Update GL Account and GL Project in RE. This used to be in the Post to General Ledge function in dbview. Is this available on webview and I just missed it, or in plan.
Fairly new to all of this, but wondering if anyone has a quick answer to my question. The person who enters out batches applied some gifts to some pledges and when I view my validation report it shows that they will be applied to the pledges. I get this part. My question is this, when I commit the batch, do I also have to…
Our nonprofit's institutional relations department is looking for a tool to assist with Grant/Foundation/Corporation research. After asking our account executive to review YourCause tools, she mentioned Instrumentl. Has anyone had experience working with Instrumentl or another grant researching tool?
Hi, all - we are looking for software that will help us automate our in-house donation processing (usually checks or credit card donations we receive in the mail at our office location). We'd love for it to integrate with Raiser's Edge. Does anyone have experience with PaperSave? If so, could I contact you directly for…
Is anyone else having issues with Letterbox? As of this morning, we can no longer create or send gift acknowledgments or constituent letters. I'm just wondering if it has something to do with the update to RE NXT last night. I've reached out to both Red Arc and Blackbaud; just curious if it's a widespread issue or not.…
We recently started using the NXT online giving form. We just had one of our constituents submit an online CC payment towards a pledge that is on her company record, not her personal record. We tried searching for the company to attach the pledge payment to, but then it created an additional gift of the same amount in…
Hey! Wanted to remind everyone to sign up for our upcoming Partner Spotlight Series: Gift Management for Raiser's Edge NXT. Four partners will be showing their solutions in a 13-minute time frame - maximizing your time. It is no pressure — if you like what you see you can fill out a form and learn more! Who you’ll hear…
Hi. We have certain appeals that are fundraising events like galas. The money is placed into a holding account until the end of the month following the event. The money could have a gift date years in advance of the date of the event. In our financials, we track this by following the money. But I'm trying to do a report…
The new Gift Aid claim process in Webview was rolled out well over a month ago, and so far it's been nothing more than a headache for us and we have been unable to submit a claim as yet. We've been backwards and forwards with Blackbaud support as claims kept getting stuck on the 'Processing' phase on Webview, even though a…
Hello! I am building a scheduled Power Automate flow that looks for new fund records each day at 6:00 PM. If there are no new fund records, the flow ends. If there is at least one new fund record, the flow collects a bunch of fund data and sends an email to specific employees notifying them of the new fund record. There…
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