Attributes not added to recurring gift payments added in batch

Occurs when gift attributes are present on the Recurring Gift and payment added in a gift batch.
Attributes are not present on the Recurring Gift Pay-Cash record when the batch is committed.
We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current state.  In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers. We would certainly recommend adding this program suggestion to our Ideas Community page.  Our developers check here first when building program enhancements to see what our users are most interested in seeing implemented.

You can have the attributes applied to the Recurring Gift Pay-Cash record by ensuring the attributes are part of the batch template. This can be achieved by navigating to Tools -> Edit Batch Setup -> Fields.

Steps to Duplicate

  1. Add a Recurring Gift and enter attributes on the Attributes tab of the gift then save and close the Recurring Gift.
  2. Create a new gift batch and select the constituent - when prompted that the constituent has an outstanding recurring gift, do you wish to apply the gift to the recurring gift, select Yes.
  3. Commit the batch
  4. Open the Recurring Gift Pay-Cash via the Gift tab of the constituent record - the attributes that are present on the Recurring Gift that this payment has been applied to are missing from the Recurring Gift Pay-Cash

Environment

 Raiser's Edge
 7.93

Was this article helpful?