How Can We Help?

Search for answers or browse our knowledge base.

Documentation | Request Demo

< All Topics
Print

Entering Multi-year Data

Sliding the multi-year toggle to “Yes” will open the view below.  It includes fields for:

  • Base Amount – The amount you are funding this year.
  • Additional Year Selector 
  • Amount Field – Applies to the year selected in dropdown)
  • Trigger Date – Will trigger an email notification (if notices turned on) and display that years’ transaction in the  “New” queue of the Request Table for processing

Enter the desired year, amount and date for each year of the multi-year commitment.

Click SAVE when done.  This will create the related transaction, each with separate tracking number.

Scroll to Top