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Charitable Tax Receipt feature question

Meaghan Metke
$organization

Hello everyone!

I am looking for some feedback on re-generating receipts from a constituent account. Let me try to set the scene for you...From the constituent account, you can see a list of tax receipt that have been generated for the constituent.

You can click the edit icon for one of the receipts to see more details and re-print or re-email the receipt if needed. For example, maybe the receipt was generated with the wrong name.

Once you click Reprint/Resend, a new page opens where you can choose a different salutation, then email or print the new receipt directly from the constituent record.

Because we are changing the name on the receipt, we will actually need to void the original receipt, generate a new one with the right name, then link the two so that we meet CRA requirements. Here's where I would like some feedback.

  1. In an effort to make this process quick and easy, should we perform these void, reissue, and link steps in the background as automatically as possible?
  2. Do you want it to be more visually clear that there will be an "old version' and "new version" of this receipt? For example, should I change the layout of that last page so that it displays the data from the current receipt in a section at the top, then in a new section at the bottom, show what will be on the replacement receipt? 
    1. Remember that if all you're doing is re-emailing a receipt to a customer, and not making any changes, the data at the top and bottom of the screen will be identical. Will that be confusing?

  3. If a receipt has to be voided and replaced, because the name has changed for example, is ok to use a default void reason (automatically selected by Tessitura) or do you want to be able to choose a void reason of your own from a dropdown list?

  4. Any other thoughts or feedback about this workflow?

As always, I'm super grateful for your time and thoughts.

Meaghan

CTR images.pdf

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  • 0 $organization

    Hi Meaghan, 

    I am having a hard time seeing the images correctly because they are so small and when I expand, they are a bit blurry, so my response doesn't include properly viewing the page. I think for us that a re/email can be all behind the scenes.  Just a notation beside the receipt of the sent date(s) would be great. For the voided receipts, we would want to be able to select an accurate void reason for audit purposes not just have Tessitura apply a standard one.  I don't think (not seeing the image well) that we would need to see the old receipt information with the new receipt information.  If the voided receipt is still listed in the receipt tab and marked as voided, my suggestion would be to have the voided receipt say voided, with reason and replaced with the new number (if possible). I hope this is helpful, and am interested in what others think.  Ceairy 

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  • 0 $organization

    Hi Meaghan, 

    I am having a hard time seeing the images correctly because they are so small and when I expand, they are a bit blurry, so my response doesn't include properly viewing the page. I think for us that a re/email can be all behind the scenes.  Just a notation beside the receipt of the sent date(s) would be great. For the voided receipts, we would want to be able to select an accurate void reason for audit purposes not just have Tessitura apply a standard one.  I don't think (not seeing the image well) that we would need to see the old receipt information with the new receipt information.  If the voided receipt is still listed in the receipt tab and marked as voided, my suggestion would be to have the voided receipt say voided, with reason and replaced with the new number (if possible). I hope this is helpful, and am interested in what others think.  Ceairy 

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