Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)
The bulk create yearly tax receipts is a great function - and I would love it if we could leverage the way we do statements. Currently, the option is to mail or email the yearly receipt on an individual level. If we could have a way to bulk create them for donors and publish to the fund advisor portal, not the donor portal, so that fund advisors can see the tax receipts this would get around the issue of individuals having to change the profile to the household to see household donations. This way they could see their yearly receipts in the fund advisor portal, and all individuals in the fund could see it. I could see us running these quarterly as well as yearly, so having the bubbles for date ranges like the create a fund statement would be great.
To be able to do this in bulk, publish online to the portal, would be fantastic.
Eyerusalem Gehringer
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