Hi everyone,
Has anyone had success with the Cumulative Giving Receipt Summary utility for tax receipting monthly pledges that span one calendar year or two fiscal years? For example, combining all the gifts from 2020 of which half might fall in a 19/20 pledge and the other half might fall in a 20/21 pledge.
Follow up, does anyone have some efficient processes for issuing cumulative receipts in Tessitura?
Thanks in advance!
Amanda