Let us save templates to apply to donations during entry

I love how fast data entry can be when you can save a temporary default for transactions. I'm not a fan of how it goes away every time you log out.


Given that we have certain fundraisers that repeat annually, it would be fantastic if we could save templates of transaction types and apply them during entry. So I could start a journal entry transaction, enter the amount, then apply the template to fill out all those fields I have for funds, groups, payment types, whatever. That would save a great deal of time and increase the accuracy. And if I had a bulk of transactions that came in over JustGiving or an online form that I'd need to fix, having that template library to apply would make it faster to clean things up.

  • Guest
  • Feb 16 2021
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