Gift Management

Gerri Dudenhoeffer

When I go to gift management, I get a list of that of batch numbers that are “Unapproved with Exceptions”. So when I click on the batch number, the person's name comes up with an option to “Validate” the gift. Clicking on the Validate doesn't seem to do anything. What do I have to do to validate the gift, and what does it mean to validate it? What caused the exception in the first place?

Austen Brown

@Gerri Dudenhoeffer - Once in the batch view, you need to click on Edit > Edit batch gifts. The error will appear in an alert symbol on a donor's row - hover over the icon to learn what the error is, then within the gift to the left correct the error. Once the gift is saved sans error, you should be good to go. There may be multiple gifts that have errors in one batch.

Gerri Dudenhoeffer

@Austen Brown
Thanks for the info. Merry Christmas.

Gerri Dudenhoeffer

@Austen Brown, when I do that, the error message says “Gift date is invalid for fund with ID3." We do not know what that means. We don't know what ID3 is. The transaction shows the gift date and the post date both being the same…is that a problem? I know that it takes a few days for a credit card gift to post in the system, so thought it seems odd that the post date would be the same as the gift date, but maybe that's normal. Any ideas?

Alex Wong

@Gerri Dudenhoeffer
generally means there's a ‘start date’ and ‘end date’ defined by the fund and your gift date falls outside that range. Check the fund record for the gift

JoAnn Strommen

@Gerri Dudenhoeffer exactly what @Alex Wong said. If you're not clear you need to go to db view > Records > Funds > and open record for fund ID3. Remove the end date or extend it further.