Preview a gift batch in RE and FE prior to posting

Anita Uliasz

When posting gift batches from dbase view from RE to FE a temporary JE is created in FE that can be viewed and exported allowing for analysis prior to posting to FE. I have not been able to find a similar 'preview' feature for gift batches in RE web view. Sure I can look at the gift batch in RE web view gift posting and choose to reject it, but there is no temporary JE created to view in FE. This JE includes additional gift details that don't show in RE web view - checking these additional details has allowed our team to make corrections/changes to gift batches prior to posting to FE which eliminates the need for many adjustments. Also, I don't really want to end up with a long list of rejected gift batches in RE, just my preference. Anyone else use the preview feature when posting gift batches from dbase view? If so, have you found a similar feature in web view that creates the temp JE in FE?

Crystal Bruce

Hi @Anita Uliasz I'm checking with my team on this!