Editing an existing payment schedule in one screen

David Slavin · February 2023

Hi there,

I'm aware that the functionality we used to have in GO is being created in BBGM that will allow us to open all payments on a request in one screen and edit the schedule dates and amounts in one window. Currently, we have to open all of the payment records individually which is cumbersome and prone to errors.

Can Blackbaud confirm when this ‘edit all payments in one window’ functionality will arrive please?

Thanks

David

Elizabeth Perron · February 2023

Hi @David Slavin,

The avenue to ask developer related questions is in the Idea website managed by our product management team. I searched and found this idea that seems to relate: https://bbgm.ideas.aha.io/ideas/GMK-I-1153

If it is comment with your question. (I recommend you signing in so they can see your name.)

Then please use the community to crowdsource support by asking your peers to vote and/or comment on the idea.

You can also ask community members to share their best practices until the feature is launched.

Is this helpful?

In harmony,

Elizabeth

Blackbaud Grantmaking Community Manager

#HowToUseCommunityIdeas

Deena Lauver Scotti · February 2023

@David Slavin
If you look at the idea, it says it's planned but Blackbaud never gives a time frame so it could be tomorrow or a year from now. Elizabeth mentions asking members to share best practices which would be to have that functionality available. There is no other way than to open each one individually. It's so many steps and clicks just to change multiple payments for one Request record.

Benton Austin · March 2023

@David Slavin We have released this feature and added an Announcement about under Announcements.

Editing an existing payment schedule in one screen

Comments

Categories