Automatic Recurring Gifts in RE Not Showing Payments

Options
Natalie Poirier
Natalie Poirier
Seventh Anniversary First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
I recently created an automatic recurring gift payment for a donor in RE NXT. While I can see the original recurring gift I set up, there are no gift records showing the recurring gift payments and when I go into "Recurring Gift Summary", it shows "0.00 Total Received". However, I know the recurring gift payment has processed because when I download and export the BBMS Disbursement Report, the payment shows during the appropriate cycle. Might I be doing something wrong, or is anybody else having this issue? If others have experienced this, have you been able to figure out what you should do to edit the gift to accurately show what you have received?
Tagged:

Comments

  • Natalie Poirier
    Natalie Poirier
    Seventh Anniversary First Comment
    Hi all,


    Not even ten minutes after I originally posted, I figured out what I was doing wrong- you have to go into "Gift Management" under "Fundraising" in NXT and approve the batches yourself for the records to show. Here's the link to the video that helped me: https://www.youtube.com/watch?v=5wSjUG-pDO8


    Thanks! Hopefully this helps someone out!
  • Josephine Blake
    Josephine Blake
    Third Anniversary Name Dropper First Comment Activity: First Reply

    Natalie, can you help me with getting a recurring gift in RE to batch into BBMS? We have it in RE, but the recurring gift is not getting processed in BBMS. New to RE, so I think we must be missing a step but have no idea what it is. Thanks, Josephine

Categories