Adjust when Tax Acknowledgments show in Receipt bucket
Currently, as soon as donation information is entered and a tax acknowledgment template is chosen, but before the donation is posted, the tax acknowledgment populates in the Receipt bucket to be sent. We wait to post some donations until the donation details have been confirmed, specifically for stock donations but also other one-off situations. Currently, we have to communicate to the person who prints the Tax Acknowledgments to wait to send specific acknowledgments because the donation isn't actually approved/posted. This could be avoided if the tax acknowledgment only populates in the Receipt section AFTER the donation has been posted.
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Andrea Clements
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