Friday, October 18, 2013

DataIdeal Now Offers Year-End Receipting!

DataIdeal just keeps getting better! Now you can process all your year-end receipts at once with DataIdeal's new Year-End Receipting tool.

To access this great new tool, simply click on the Receipts tab in your top navigation from your dashboard. 


From the main Receipts page, click on the "Year-End" link in the sub-navigation bar directly above your list of receipts. 

 
You will then see a list of all your year-end receipts. You will have the option to "Print All" if you want to send your receipts by mail, "Email All" if you want to email your receipts directly from DataIdeal, or you can pick and choose each receipt to individually print or email depending on the particular donor's preference.


It's that easy! We hope that you find this new Year-End Receipting tool helpful and that it saves you tons of time and frustration when you go to process all those receipts at the end of the year!

Thanks to all our customers for helping us continue to make improvements and upgrades to DataIdeal! If you have any questions or comments about this new feature, feel free to leave us a message below. 

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