Gift Entry

Just implementing Fundraising in NPC for the first time, and I have turned on Gift Entry Grid in the fundraising settings. I was expecting that you would be able to use this grid to create person account records for new donors, but after playing with it for a while it seems that it will only allow you to create gift entries for existing donor records. Is this correct or am I missing something? 

Also is the grid meant to be able to tab through each row? It seems like it is, but the field highlighted by tabbing seems a little buggy; sometimes it hightlights the next field and sometimes it skips to the save button at the bottom of the screen.

In NPC, when the donor is an Organization/Household, you cannot process a Gift Entry if the Soft Credit Recipient is also an Org Account. The Gift Batch fails with the error: "For Organizational/Household gift type, select a person account as a soft credit recipient and try again." However, I can manually create a Gift Transaction with a Gift Type of "Organizational/Household" and create a Gift Soft Credit for an Org Account.  Why wouldn't a Gift Batch allow an Account Soft Credit? 

We use Batches to reconcile daily donation deposits in our accounting software to the donor in Salesforce. The batch field can only be linked on an opportunity one time. However, for pledges that have multiple payment dates, I need to be able to enter a batch number for each payment, but the batch won't show up on the payment screen, just the opportunity. I don't really need the opportunity to have a batch, I need the payments to have a batch. How do I do this? I have spent countless hours trying to figure this out, reading through this community, watching videos, etc. Nothing works. 

Hello Community! 

I'm reaching out to find the best way to track gift entries in Salesforce that will simplify the process for our finance team to balance with Salesforce (especially the bank deposit).  I'm curious about your overall procedure. We rarely use batches, and I am wondering if we should change that?  I appreciate any suggestions you may have.  Thank you.  

For batch gift entry we can choose a template.  Is there a way to chose which template is applied to Single Gift Entry? For example, I would like a single gift entry button on Contact record for donations and one for pledges that might have different fields. 

I am having the same issue posted years ago in this thread: https://trailhead.salesforce.com/pt-BR/trailblazer-community/feed/0D54S00000BuH04SAF

This just started occurring last week, despite no changes to our gift entry template. The banner at the top of the gift entry form simply says "error", but when scrolling through the form I found that one custom checkbox will show "value not of required type:" and must be checked, then unchecked. The gift will not be added to the batch until ALL custom checkboxes have been interacted with, but at that point the gift can be successfully added and the batch will process correctly. This must be done for every single gift, and our form has 20 potential checkboxes, so the process is very time-consuming. Is there anything that can be done on our end to fix this? Or does this require a fix within NPSP that will get pushed out to users? Is anyone else experiencing this?

I ran across a bunch of strange errors when running a gift import. Several data import records failed with the following error:

Error occurred while processing Donation. Details: The total of the Allocations on this {0} exceeds its Amount. Update the {0} Allocations to make their total equal to the {0} Amount.

The strange part is that the allocations on the data import record were totally legit and there's no way there could've been an overallocation. Even more strange is that when I went to process these records by themselves, they went through with no problems at all.

I will say that the original batch had some actual errors, so I'm wondering if errors are not being handled well during batch processing and causing other records to fail?