Recurring Gifts - Changing Account System

David Wright
David Wright
Eighth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge
in Blackbaud CRM™ General Discussions

Hi All - I have a question about Recurring Gifts in Blackbaud CRM with use with multiple Account systems.

When you create a Pledge, there is a link at the top for you to change the Account system [1] . Does anyone know if it it possible to add this option/link to other screens such as the Recurring Gift screen and if so, how to do it?

Thanks for any help you can give.

David

[1]

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Comments

  • Allen Roth
    Allen Roth
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @David Wright For a recurring gift, you don't need to specify the account system on the record. When a payment/installment gets generated from that recurring gift record, there in that batch is where you are able to select which account system you would like to use. Of course, the batch template can already have the account system defaulted.

  • David Wright
    David Wright
    Eighth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Allen Roth thanks for your kind reply and for your advice about the batch template. Do you know if it is also something that can be added to the User Interface for individual entry like it is on the Pledge form?

  • Allen Roth
    Allen Roth
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @David Wright A recurring gift has no GL implication as it is not booked as a receivable and therefore is not associated with an account system. Adding it to the screen wouldn't do anything. As you can see, if you edit a recurring gift, there is no place there to select an account system either. Once a recurring gift gets processed and a payment is generated from it, that is when the account system selection is needed. On the payment record that is being applied to the recurring gift.

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