Changes to Payroll Withholding Recurring Gifts in Query
It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing all Payroll Withholding recurring gifts. To avoid missing payroll recurring gift transactions, please use transaction type “Recurring Gift” and “Credit Type” under the Credit Card section of either Revenue Details when using Recognition Credits or Revenue’s main node when using Revenue.
See screenshots & instructions below.
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