Gift Adjustments in RE after posting to FE

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Raj Aiyer
Raj Aiyer
Sixth Anniversary 10 Comments 5 Likes Activity: First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

How do you adjust gifts after posting when you have to adjust 50+ RE gifts at a time? Do you have any tools, because Blackbaud does not have any OR adjust one by one?

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  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    Hi @Raj Aiyer - You will need to add adjustments to these gifts one-a-time; there is no way within RE to import adjustments to a gift. Since you are connected with FE, after the adjustments are added you will need to post them through the GL area in Admin.

  • Raj Aiyer
    Raj Aiyer
    Sixth Anniversary 10 Comments 5 Likes Activity: First Reply

    Hi Austin, that was what I thought. But we have 100+ adjustments now and then, and it is tedious to adjust one by one. I am sure many would have a lot of adjustments since the database could change all the time. Any ideas? I am also looking for some 3rd party tools. Only people who have experience can guide me!

  • Raj Aiyer
    Raj Aiyer
    Sixth Anniversary 10 Comments 5 Likes Activity: First Reply

    Found a software created by Importacular - Zeidman Development, Looks very good, uses an Excel of all the Gifts needed to be adjusted after posting, only the price tag is around US$500 per year! Has anyone used it?

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary 5,000 Likes 2500 Comments Photogenic

    Discussion moved to Raiser's Edge community. Thanks!

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