How to add additional receipt groups?

Seminary Knowledge

• April 30, 2021 23:11

I added one receipt group, but cant find an option anywhere to add additional groups?  I want to have groups to help me keep track of what receipts I physically mailed out and what still need to be mailed.  Please advise

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• Official comment

  

  Maggie Dubyk

  • May 05, 2021 18:34

  Great question!

  When you create receipts for a group of transactions using the Bulk Receipting Tool, those transactions will be included added to a new receipt group. Every time you create receipts for a group of transactions, you will be creating a new receipt group. 
  
  The transactions that have already been receipted with be in the 'Receipt Group' section of the Bulk Receipting Tool. The transactions that have not been receipted will be under the 'Unreceipted Transacitons' section of the Bulk Receipting Tool where you can approve them for receipting and create a new receipt group. 

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