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Level 1
February 7, 2025
New

non cash contribution Donee table editor

Related products:Lacerte
  • February 7, 2025
  • 1 reply
  • 6 views

Is it possible to put the table editor back for the Donee for non cash contributions. I had many organization in the list with the name and address of the organization. I will now have to retype if they didn't use them in the prior year.

1 reply

Level 10
March 12, 2025

THIS!

This improvement is crucial. If donees are not saved to the table editor, we have to look up the address and EIN, and that takes time.