Gift Posting
Use gift posting to transfer gift transaction information to your general ledger. You can create posting batches based on specific criteria and then export or submit them to your accounting system.
To track accountability of gifts, posting to a general ledger involves searching for and identifying transactions that fit specific criteria, such as transaction type or transaction date range.
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If you use third-party accounting software, you can mark gifts as posted and export an Excel/CSV file of general ledger posting batches to submit to your financial ledger.
If you use Blackbaud Financial Edge NXT, the gift posting process is streamlined to send the general ledger posting batch directly to Blackbaud Financial Edge NXT, where the journal batch entry is then approved and posted. You can also export an Excel/CSV or PDF file, if needed.
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.
From here, you can select Generate post and choose gifts for posting based on your settings. You'll review all gifts and exceptions before posting.
Manage Ledger Settings
Note: Financial Edge NXT integration only
If your organization integrates with Financial Edge NXT, you can review and update general ledger settings used for posting gifts to the general ledger. Before you generate a post, review and update your settings used when posting gifts to the general ledger.
From Gifts, Post gifts, select the Ledger settings (cog wheel) icon.
Ledger settings includes the following areas:
General — View your Financial Edge NXT Environment ID.
Journal reference — Define the field names and lengths used to build the journal reference applied to gifts when a general ledger posting batch posts. Add fields from the list of system and custom options, set a length for each, and reorder or remove fields as needed. Select Reset to system defaults to restore the original field configuration.
Accountability options — Configure account attributes and budgeting options used for gift posting.
Appeal Financials — Configure transaction code settings and automatic transaction code generation for appeals and events.
Post gift details
From Gifts, Post gifts, you can view the following gift-posting information:
Batch name — The name you assign a general ledger posting batch when you generate a post.
Post status — Indicates whether a general ledger posting batch has posted.
Not posted — The default status when you add a new general ledger posting batch. This status also applies when you unpost a single posted gift.
Processing — The status as gifts are added to the general ledger posting batch asynchronously, until the posting is complete.
Posted — The post status on included gifts automatically changes to Posted when you run the posting process.
Posted with exceptions — Indicates there are gifts in the general ledger posting batch that didn't post.
Rejected — A rejected general ledger posting batch prevents incomplete transactions from being recorded, ensuring accuracy. You can identify and fix issues before posting again.
Reversed — A reversed general ledger posting indicates that the entire batch required correction, such as after gift returns or data errors.
Post date — The date/accounting period the gift posts to the specified account or project. Regardless of the day the actual posting process is completed, the gift will show in the account or project's activity on the date specified. The default is the date the gift is entered, but you can manually change it. Changing the post date allows you to post gifts to a different accounting period.
Total debit amount
Total credit amount
Financial Edge batch ID — If you use Financial Edge NXT and the database is connected, the Batch ID is a unique identifier used to track and identify general ledger posting batches. Otherwise, Batch ID won't be visible.