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2015-02-02 - Targeted Program name on Canadian tax receipts

Now you can automatically pull in the name of the Targeted Giving Program into your Canadian etax receipts, if a Targeted Giving Program was selected during the donation process. See example

Just check the box in the tax receipt setup. Or uncheck the box to remove the name from your tax receipts.

Additionally, if you are issuing manual receipts either as a single receipt or with a spreadsheet, you can now optionally include in the Targeted Giving Program name in the receipt:

  • When using the Issue Single receipt section, you simply select the name of the Targeted Program from the drop down.
  • When uploading a spreadsheet into the Issue Multiple receipts section, you can add the Targeted Program ID number to pull in the correct program name.

Your eTax Receipt reports now includes a new column, pulling in the Targeted Program ID number selected during the donation process.

Additionally, if you wish to associate the Targeted Program name with an existing recurring donation profile, just select the program name from the drop down list in the profile.

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