Run Lists Based on Unapproved Batch Gifts

My team likes to triple check our gift batches before we approve them. Being able to export all batches into an Excel spreadsheet would dramatically improve this process.

  • Catherine Hutchins
  • Jun 22 2020
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  • Caitlin Schwanda commented
    22 Jan 16:02

    Yes! It would be helpful to see unapproved batch gifts in list. Our security settings don't allow out area staff to see the Gift Management section, so they have no way of seeing gifts that have come in without going to an account directly.