Gift Batches Management (Since Patch 28)

Tania Pinard

We were importing our recurring gifts through a batch in NXT and then, making some changes to it in database view and committing it. Since patch 28 was implemented, we are not able to do that anymore.

Is there anybody else in the same situation? If so, how do you manage your gift batches?

FYI We are not using Blackbaud Merchant Services for our online donations.

Austen Brown

@Tania Pinard - You will now need to complete your review of these gifts within Web View > Fundraising > Gift Management. To select a batch and edit the gifts, click on the batch number within the list. Once in the detailed view, click on Edit > Edit Batch Gifts.

Make sure you click on the donor's name first (on the right) you'll see a thin blue line to the left of their name indicating they have been selected. After your review/edits have been completed, click “Save” then continue onto the next donor's name. Rinse and repeat until you've reviewed all gifts, then click “Save and close”. This will return you to the Batch detailed view where you can approve the batch.

If a batch control report was apart of your previous process, you will need to instead print/export a validation report after the batch has been approved in Web View and has appeared in Database View.

Tania Pinard

Thank you @Austen Brown for your reply.
Does it also work with recurring gifts?

Austen Brown

@Tania Pinard - This is for any gift processed through Web View via a donation form, manual data entry, or the automatic recurring gift processor.

Austen Brown

@Tania Pinard - What edits do you usually make to the recurring gifts created through Web View?

Tania Pinard

@Austen Brown - We use global changes through BDV to add a Credit Type, an EFT, and a custom field. Through NXT, is has to be individually, right?

Austen Brown

@Tania Pinard - Yes, but based on the fields you mentioned I would recommend that you approve the batch without edits and complete those through a Global Change in DBV.

Tania Pinard

@Austen Brown. Which is what we use to do because the update :

Some users encountered a defect where unapproved web view batches were able to be opened and committed in database view. Due to problems this causes for NXT systems, this ability was removed with the Patch 28 release for Raiser's Edge 7.96.

There are no plans at this time to allow unapproved web view batches to be opened in database view.

We will think of a solution. Thank you again.