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Level 1
September 22, 2024
New

Import Lists from Excel in 990 Series

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  • September 22, 2024
  • 1 reply
  • 5 views

Please allow for Excel import of board members with titles, addresses, and number of hours worked and import of grantee information for grants and contributions made by or to the organization with various fields for amount and types of grants or contributions.

1 reply

Level 4
September 22, 2024

Importing from Excel for as many inputs as possible could save time and reduce errors.