Moving posted Gifts from one record to another.

Roseann Whittenburg

When moving a gift that has already been posted the GL in RE from one record to another do we marked the gift Posted or Do Not post?

Austen Brown

Hi @Roseann Whittenburg - If you have Raiser's Edge NXT you can very easily move the a gift from one record to another without adjusting or re-entering the gift. See the Knowledgebase Article below for more information on this feature:

JoAnn Strommen

Unless your finance office is tracking donor names…

IMO General rule is gift post status should stay the same when editing, moving, etc.

Roseann Whittenburg

Thank you Austen this was really helpful, truly appreciate your input.