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Allow creation of calculated fields to automate value calculations
I have a DIY field that's calculated manually each time based on the type of jounal entry. It'd be very helpful to be able to automate this step while creating the journal entry. For example: If money received in this grant is assigned to X fu...0
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Have the option for 2 columns in the header of the constituent account
If an abundance of information needs to be listed in user defined fields for quick reference, it cuts off the ability to view the journal at the bottom of the page. 2 columns in the header would help minimize the length of the header or at the ver...0
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Add tax option to DIY Forms
It would be beneficial to have the option for taxes to automatically be added into the cost of a purchase on DIY forms. For example, our memberships have taxes added onto them. Instead of having to list the membership price with the GST already in...0
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Standardize order of entry for Pledged and Received on gift entry/split gift entry
This is more of a bug than an idea - On single gift entry pledged is first, then received. For split gift entry received is first, then pledged. I am forever keying into the wrong field when switching back and forth between the two.0
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Make approaches Gift Aidable or not
At the moment if a user has a Gift Aid declaration it seems all future donations will have the box ticked by default. If someone then make a non gift aidable donation, such as donating some collected income or legacy it has the potential to be inc...0
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Automate recording of recurring gifts by standing order
Can Blackbaud add automation to the recording of gifts made by standing order please? Gifts made by standing order are free from payment processing fees which enables the charity to make maximum use of the donation. Some donors request to make the...0
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When using Internet Explorer 11 and saving a journal entry, you shouldn't get code as the response.
After entering and then saving a journal entry in eTapestry, instead of the page that lists the accounts displaying, the source code displays on the screen. You can't do anything from here other than logout. If you don't refresh your browser sever...0
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Edditing Journal Entries
Sometimes it is needed to categorize gift segment and assign an additional segment or delete one, because the donor changed their restrictions on the original gift. Right now it is needed to delete the original pledge and payments on it and start ...0
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Auto fill the last Received Amount and Non-Deductible fields on a split transaction
When entering a split transaction, the number of segments is already known. It would be helpful for the final segment "Received Amount" and "Non-Deductible Amount" be automatically filled so that we are not re-typing the figures that are displayed...0
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Attaching documents in Journals
It would save a lot of time and be more efficient if we could attach multiple files at a time in Journal entries. Also attaching documents in split transactions is additional few steps as it prompts for confirmation every single time.0