The recurring donations list is a great time-saver when posting regular donations. Once created, posting donations in bulk from the list then becomes a ticking exercise.
Save regular, repeating donation records to this list from the ‘individual donations’ entry screen just before confirming the donation. Do this by clicking the ‘mark as recurring’ tick box, shown above.
Fund Filer will save the attributes of that donation: name and reference, payment type, amount and fund. Payment type and amount can be amended if necessary for future donations.