Altru Ideas

You can add tributes, matching gift claims, and notes in batch entry (for enhanced revenue batches, specifically). You can also assign recognition credits and benefits. However, you cannot (at least to my knowledge) add documentation while you're entering gifts in a batch. Once a batch is committed I have to back track to each payment record individually and upload the information there. Is there another way (read: simpler way) to do this?



As our one year Altru-versary approaches I'm thinking of ways to streamline tasks and make my workflow more efficient. I don't even know if this would be possible, but it would certainly help keep track of documentation if I were able to attach files while I'm entering payments instead of after the fact.