Recognition credits inflation with matching gifts.

When attempting to reconcile previously posted matching gift claims to a new designation CRM inflates recognition credits.
We are currently evaluating this issue for a fix in a future release. 

Steps to Duplicate

1. Log into BBCRM.
2. Create a Matching Gift.
3. Add a payment with a designation.
4. Post the payment to the GL by running a post to GL process.
5. Go to the Revenue functional area.
6. Click Batch.
7. Create a Revenue Update Batch.
8. Enter the Revenue ID for the Matching gift you would like to edit.
9. Click the Revenue tab.
10. Click apply.
11. Change the previous apply amount to $0.00
12. Add the new designation to the batch and click apply.
13.Validate, and update your projected totals.
14. Commit the batch.
15. Post your Revenue to GL by running a post to GL process.
16. Go to the Revenue record.
17. Note the Recognition credits display for both the previous matching gift claim and your new apply matching gift.


 Blackbaud CRM

Was this article helpful?