Adding my voice in with all the others - I agree with everyone who's commented so far. (Esp Bianca, Jenny, Nikki, and Crystal)
Very frustrating new update.

The process button being in the middle of the donation page is baffling. The data entered under "Additional Information" is important and not optional for us to enter. Why has it been sent to the bottom of the page far from the process button? It only goes to the side if the window is opened to be very large but I'm often looking at other documents while entering gifts so I need the page to function in a smaller window, not just when it's taking up my entire screen. Also, now buttons like "Add donation" "Add file" "Add note" and "Edit" are scattered all around the profile pages instead of being in one place on the left side menu. This does not make it easier to navigate.

Strongly agree that updates to donation should not be made at busiest time of year (this happened about two years ago too in December, so something is not tracking with the understanding the workflow of foundations).

On the create donation page, would love to see:
1. Check Number proximate to the Payment Method selection
2. Tax Receipt Template to be next to the Needs Tax Receipt checkbox

On donation page (once created) would like Files to be on the main view (more important for us, than the references that it is currently defaulting to). We attach backup to each grant, and having that extra click creates an issue for us.

Agreed on the previous comments that making this change in December is challenging and painful for staff who enter gifts at the busiest time of the year. Layout suggestions:
-Move Check Number to be under Payment Method, which is the intuitive location as you're entering the gift.
-Move the Tribute Information section to the bottom, after the Additional Information section. As others have said, some of the Additional Information fields are mandatory for us gift entry folks.
-Add an additional Post button to the bottom so we don't have to scroll back up to post every single gift.
-Move the Reviewed button back to the left navigation panel. Having to scroll back up after reviewing each grant seems like a small delay but when I'm entering up to 150 gifts daily at the end of the year, it becomes very time-consuming.

After further review of the batch workflow, that is not going to work for us either unless all the donations are postmarked on the same date since the date and fund name are the boundaries for establishing the batch and we use the postmark date for items mailed to us. It would work if the items were hand delivered together, but that is infrequent.

The flow of entry of the donation is so off. You have the process button under the Add Donation, WHY? The Tribute information before the Additional Information, WHY? Apply to spendable is part of the amount you put in, why would you not have it with the Add Donation part???? This does not make sense at all. The way this was implemented, does anybody there enter donations to know how it works and flows?

I couldn't agree more with Crystal on changing the donation page at the busiest time of the year!

I would like to share my feedback of the new donation screen. Changing this area during the busiest time of year for CF’s is going to frustrate alot of clients. Folks that normally are responsible for donation entry do not handle change well.

I understand you may have needed to change the entry screen for batch processing, but it looks like the donation screen was just split into a few extra boxes. I think there are several fields in the Additional information box that should be included in the “add donation box”. For example, Anonymous Flag and Need Tax Receipt box. I think for many organizations the Additional Information box does not seems like optional information.

I was initially excited to learn about the batch processing option and maybe it will help our gift entry staff at some point, but to change the entire donation UI in December is so problematic! We had a newer staff member start training on gift entry today and the person training her was struggling at best. Also, the layout is clunky and not very intuitive as to where things are, specifically the check number, etc. There are many unhappy people in our office today.

New releases for Money In → Donations → Review shouldn’t launch in December—it’s simply too busy in December to learn a new system. Next time I suggest you wait until January so we can actually celebrate the upgrades instead of trying to learn the new way of doing things during our busiest month.