Generate a Gift Post

Note: Posting gifts to general ledger requires the following permissions in Blackbaud Financial Edge NXT: View accounts; View projects; View fiscal years; and Create, edit, view journal entry batch.

Note: You can only post one general ledger posting batch at a time.

Note: To review or edit general ledger settings before generating a post, go to Gifts, Post gifts, select the Ledger settings (cog wheel) icon.

1. From Gifts, Post gifts, select Generate post. (If you do not currently use Financial Edge NXT, select the Post and export option.)

2. Under General, enter a name and configure general ledger posting batch settings.

   1. Specify which records to include (All records, Query of records, Adjustments and reversals only).

   2. Select a date range to limit the results as needed.

   3. Select the options for your post (Summary, Detail, Summary Cash).

   4. Define the Journal reference and Journal code to create an open journal entry batch in general ledger once the general ledger posting batch is posted.

   5. Select whether to use Anonymous gift format.

3. Under Filters, select Funds to filter which funds to include in your post.

4. Select Generate.

   Note: You can't edit gifts while they're in the posting process.

5. When the posting file is ready, review the general ledger posting batch details to ensure their accuracy.

   • The results are limited to 500 gifts. To post more than 500 gifts, run the gift posting process additional times.

   • If your general ledger posting batch details are inaccurate, select Reject to return all the included gifts back to their unposted state.

   • If the details are correct, select Post to process your gift posting.

   • If you use third-party accounting software, you’ll download an Excel/CSV file of posted gifts to submit to your accounting software.

Note: General ledger posting batch details expire after twenty-nine days. Once the data is removed, you can run a new query to find posted gifts.