Netcommunity gifts not applying to pledges in batch

Amber McCoig 2 · June 2016

Hi,

While preparing a list of pledge write-offs we noticed that over the past few months a group of pledge payments were not applied to their outstanding pledges. Upon further review, we were able to determine that all of these instances were netcommunity gifts and that when processing a batch of netcommunity gifts, we no longer receive the system annotation that prompts you to apply a payment when a pledge is outstanding if the batch orginates from netcommunity. We confirmed that our business configs are set for the prompt and when in a regular gift batch, the prompt appear as normal. It only seems to be an issue for netcommunity. Has anyone else been experiencing this issue?

If by chance I just have missed what everyone already knows, can you please give some insight into how your database team handles this other than to open the records for each individual gift within the batch to confirm or deny a pledge. I do know that you can automatically apply within batch but would like to avoid that as many of our donors have multiple pledges and I would not be able to control which pledge the payment is applied to using that step.

Nicole S · June 2016

It's been a while since I've used BBNC myself for batching. But if I recall, unless the gift is linked to the pledge when the payment is made (like if the donor has logged in and selected to make a pledge payment) then you have to manually link payments by using the "apply to" button. BBNC ignores business rules so you don't really get the pop up like when you enter a gift manually. You could select the option to automatically apply gifts to pledges when you commit the batch, but I have found this to be sloppy and more trouble than linking gifts manually to the correct pledges.

Candy Reichert · June 2016

We use BBNC. I have never had NetCommunity gifts auto prompt me for an existing pledge when downloading them into a batch. We added an attribute for the donor to check if this gifts applies toward an existing pledge, yes or no. This has helped however they don't always check the box. We also found that when a donor chooses to always remain anonymous that BBNC does not check the Anonymous box automatically either. So after the batch is committed, before printing any reports, I use Alt C H to open the gift record to double check for Anonymous givers and for any existing, duplicate, or soft credited pledges that were missed during processing and make sure they are linked appropriately. I do have the Anonymous box in the Constituent panel on the right, but it is easy to miss so I just double check this at the same time.

It would be really nice if these were automatic when downloading gifts through the BBNC plug in.

Netcommunity gifts not applying to pledges in batch

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