Hello, it's nice to meet you all! I'm Lucy Horns, a new Product Analyst on the TNEW team and I'm working on the self-serve Charitable Tax Receipts feature. While the TNEW functionality is relatively straight-forward in scope, I'd love some feedback about your use cases and business needs.
The feature will be a separate page in the "My Account" area that will allow donors to view, download, and print their tax receipts. Receipts will be viewable as PDFs, and only those receipts you have generated will be available.
Please let me know if you have any feedback about the following specific questions:
If you have any other thoughts or business needs for this page, please let me know!
Hi Lucy,
I love the sorting suggestion!
For the voided/non-current... I feel like having any receipts that have been voided on their account might cause confusion... but for non-current, just confirming that you don't mean receipts that are not the most current won't eventually disappear.
Hi Nicki!
We would give the user a "view voided receipts" toggle to avoid confusion, but in thinking about it further, I haven't been able to think of a use case for providing them at all.
By "non-current" I just mean any version of a receipt that is not the most current, best version of that specific receipt. Not that only the most current receipt would be available.
On that note, though, in our current thinking, all (valid) receipts that you are storing as an org would be available to the user. This means that if you have a business rule of deleting receipts after 10 years, the deleted decade-old receipts would then be unavailable to the user as well, but not before they are deleted on your end. We did consider adding a parameter that could put a more restrictive time limit on the self-serve receipts (like you store receipts for 10 years but only want them to be available to donors for 5), but decided against it. But if folks feel like that additional restriction would be useful, we could reconsider it!
I don't see the need to show voided tax receipts but we don't void a lot of tax receipts. When it happens it was a full blown operator error on my part and we wouldn't want to confuse constituents why seeing the void in their TNEW account. Usually a wrong Fund. We would void the tax receipt # internally and reissue a new tax receipt #.
If we have to replace a tax receipt the new tax receipt has to have a reference to the old tax receipt # so I think we wouldn't want the old one to be in their list once it has been replaced, unless the old one was watermarked with REPLACED.
Those are my initial thoughts. I'm relatively new to the TESS world so I am open to hearing about other senarios.
Patrick
Royal MTC
Got it. Ok, then I think only the current/active receipts need to be on their account. Anything else would cause confusion.
Hello Lucy,
I see no need to have voided receipts available. Only valid tax receipts should be available for download.
As for Sorting...that makes sense to me. Most recent receipts at the top.