Transaction Code Does Not Post to Financial Edge for Stock/Property (Sold) Gifts

When posting Stock/Property (Sold) gifts to FE, transaction codes do not post when the transaction code is attached to the Appeal record.

We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

1.  Open a Stock/Property (Sold) gift record that has a fund attached that has project codes entered for the Unsold Stock/Property and Sold Stock/Property gift types and an appeal record attached that has a Transaction Code listed on the Attributes/Expenses tab of the appeal record.

2.  On the gift record, go to View > GL Distirbutions and notice the proper debit and credit account numbers, project code, and transaction code are listed.

3.  Go to Gift > Sold Stock/Property Information and click the View GL Distributions button and notice the proper debit and credit account numbers are listed, however the transaction code is missing.


 Raiser's Edge

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