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NXT Batches not assigning GL Codes to payments.

Alysha Chapman

Hello!

We are just starting to use the NXT Events and Donations forms. When approving a NXT batch I am having problems that if I tell NXT that the payments are already posted it does not attached the Fund GL codes in the database view or I have to go into each gift record and manually change them all to posted in the database view. Then it will assign the GL codes.

Does anyone have any insight into this? I really do not want to have to manually post all the payment but I have to have the GL codes to give to the business office.

Thank you for any and all insight!!

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Comments

JoAnn Strommen

@Alysha Chapman
Oh goodness. I don't have any answers only a suggestion if there is no way to fix getting the GL codes not coming through. Approve/commit the batch and use a gift query in db view of the gifts in batch XXX to do a global change of the GL post status to posted. It at least beats doing them individually.

Beth Gallagher

@Alysha Chapman Not sure if this is the same issue as yours but I have some very specific donation forms so create a unique appeal and then set the fund and campaign to default to what I need it to be. This has corrected it for the most part.

Michelle Lancto

@Alysha Chapman Thinking like the database, you don't need GL codes for payments that are already posted. The GL codes are provided only so you can post them to the proper accounts. Having GL codes in a previously posted batch, particularly if they are automatically imported to your GL, would cause double entry.

If you still need to post the payments (which it sounds like you do), I think marking the payments in the batch as unposted would solve the issue for you.