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Entering Multi-year Data
Posted
Updated
ByGivingTrax
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.