Oct 9, 2019
Donation Splits
Now
you can split donations across multiple gift designations. No more
recording multiple donations when a donor wants to split a single gift
across multiple purposes - now you can simply add more lines.
The splits now appear on the donation receipt.
If
the donor logs in to view their giving history they'll see a similar
receipt. Note that the donor can't see any memo or description that you
enter - that's only viewable by the admin.
Reporting
The
"All Donations" report now displays the list of individual donation
splits. If a donation is split between two or more gift designations,
each split will show as a separate line on the report, but the "Number"
will be the same. Clicking on any of the lines will take you to that
donation.
Filtering by Gift Designation
You
can filter by Gift Designation, just as before. Selecting a designation
from the drop-down menu will update the report to show only the splits
with that gift designation.
Exporting
You
can export the currently selected report by clicking on "Export CSV" at
the top of the screen. Any filters that you've applied - gift
designation, date range, etc. - will also be applied to the export.
Importing
The
"Import" feature continues to work exactly as it did before. At this
time it's only possible to import donations with a single split.
Giving Statements
Giving statements now support split donations.
We've
changed the layout of the statements to display more information on
each page. Donations are now grouped under a heading by gift
designation. For readability, if there are only a few lines, it will
list one donation on each line. If there are more than 6 donations in
that group, it will display them in a three-column layout to save space.