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CommunitySuite Idea Lab

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2 results found

  1. Categorize unsent Tax Receipt letter view as "Unposted" and "Posted/Recent"

    Categorize the Tax Receipt page that shows unsent tax receipts as either "Unposted" or "Posted/Recent", consistent with the Donation page. We post gifts and then send letters, and this view would be helpful to make sure we don't send a tax receipt letter before the gift has been reviewed.

    11 votes

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    0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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    Not Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to move this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

  2. yearly tax receipt

    When generating a yearly tax receipt for an individual donor, please list the years available in some kind of order - most recent at the top would be preferential but ANY order would be helpful. Right now, they're all mixed up with no rhyme or reason.

    4 votes

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