NXT Gift Receipting

Denise Miller

Question, as we get more involved with all things NXT-related, will we still have the ability to be able to create our own receipt #'ing at the time of gift entry at any point? We use that field along with our accounting team for monthly receipting for cash/stock vs. CC transactions utilizing (during a FY) a total of 24 different groups of receipt #s (12 for the cash/stock, 12 for the CC) so I'm struggling to find that detail anywhere other than in the Mail end which we do not utilize. Thank you for any insight into that topic! ~Denise

Nicola Mainwaring

Hi

We have a similar situation where we add in our Banking number to the receipt number box in DBV. This allows us then to reconcile on the Bank statement. I created a custom field section for NXT gifts and set up a new query to report on that so it still gives me a report of "all gifts in that banking".

Hope this helps

Karen Diener

Just to be clear, you manually add a specific receipt number to each gift at the time of gift entry? I've never heard of anyone doing this, so just want to make sure I am understanding.

I do not see a Receipt Number appearing on gifts in webview, nor do I see anything specifically mentioned in the Feature Grid. I recommend searching the Idea Bank to see if others have posted ideas, and adding your vote. If you find any, please share in this thread to raise some awareness!

Denise Miller

Thank you @Nicola Mainwaring! After posting this and communicating back with Anthony, it appears that the receipt # will be coming over at some point as it is "planned" currently. Yes @Karen Diener, that is correct, we assign a unique # for each month of receipting for our accounting department and our gifts team to be able to reconcile all gifts for the month. We do not assign a different # for each gift for reconciling. Thank you both! ~Denise