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17 votes
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Linda Rosswurm
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26 votesProposed Idea · 11 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Linda Rosswurm
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Definitely need to have a Word option versus PDF for annual tax receipt reporting!
I have just finished creating over 50 separate annual tax receipt documents one at a time so they could be edited in Word, as the bulk file only comes out .PDF. This took about half a day, as even with a Word document, there are lots of changes to make for page endings and table columns not coming out right.It would also be great if these could be stored on the profile record similar to how the fund statements are stored for funds.
As our Foundation grows, this improvement will become much more critical to have.
Linda Rosswurm
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46 votesLinda Rosswurm
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7 votesLinda Rosswurm
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2 votesLinda Rosswurm
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4 votesLinda Rosswurm
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24 votesLinda Rosswurm
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21 votesLinda Rosswurm
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19 votesLinda Rosswurm
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55 votesLinda Rosswurm
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25 votesLinda Rosswurm
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44 votesLinda Rosswurm
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I completely agree that the functionality of unreconciling/rereconciling for prior months has been royally messed up since the changes to Bank Reconciliations.
I just finished having to totally re-reconcile multiple months to correct a donation made in January. Instead of being able to address this with a couple clicks like we used to be able to do, it was WAY more time to re-reconcile the bank accounts for January and February. Fortunately, I always keep a .PDF of the current month's reconciliation so I had that to use to just re-click every cleared transaction; if I had not, it would have been an even bigger mess to fix and MORE TIME. This process definitely got "broken" with the last "upgrade!"