Welcome to Luminate Ideas!

Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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include recurring tax receipt numbers in the RELO sync

If LO is generating tax receipts and LO and RE are integrated, then the tax receipt number for these recurring transactions should post to the RE Gift records. With hundreds of recurring donors and 12 months in the year, that's thousands and thousands of gift records we'd have to open in RE to update the tax receipt information to ensure that it is accurate and that these gifts don't accidentally get included an any future receipt generated from RE because they don't have receipt numbers and are marked as Unreceipted.

  • Niki Wilson
  • Feb 3 2023
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