Changing Funds for New fiscal year for future recurring gifts

Israel Pena

My organization changes Fund IDs for new fiscal years for our finance department. We have encountered a hiccup when accepting new gift batches in RENXT. My question, is there a way I can change the Fund ID for new gifts in RE coming in for that recurring gift so that I do not have to manually change it in RENXT every time I approve it.

Christine Robertson

@Israel Pena Have you amended the recurring gift to show the new value?

Lee Grisham

@Christine Robertson @Israel Pena This should fix it! Just make sure to make the change in database view. We have to do that for recurring gifts as we switch the Campaign and Appeal for the year.

Israel Pena

@Christine Robertson
Thanks, I realized I wasn't clicking on the initial recurring gift when I thought I was. ?

Christine Robertson

@Israel Pena So glad it was an easy fix - those are the best. ?