Sorting tax receipts by fund group/division for bulk processing
Currently, while we can have different templates available for each fund group/division, we cannot separate/sort the generated tax receipts by any functional method aside from Donation ID#.
The checkboxes that allow us to choose the receipts we want to process means we have to maintain separate lists of the donation ID#s for each division/group - and check them one by one by one by one by one ... which, when we're dealing with multiple divisions/fund groups/affiliates, makes it incredibly tedious and much LESS efficient than moving tax receipt processing and merging outside of CSuite. (I think this is also the problem when processing grant checks - no way to choose or sort by division/group/affiliate, only by grant ID#.)
Even if there were a way to select different receipt 'groups' similar to how we select for Fund Statement generation - group, subgroup, fund division!!
It would be such a great improvement to be able to filter in the Tax Receipt area on ANY meaningful criteria during the tax receipt processing.