View Unsubmitted Recommendations

View Unsubmitted Recommendations

Note: Some features are only available to donor/advisors and to administrators viewing as advisors. If you are an administrator, go to Home and select View as advisor. For more information, see View DonorCentral as an Advisor.

On the Home page, use the Unsubmitted recommendations tile to see a list of recommendations that you've saved but not yet submitted. You can view details about your unsubmitted recommendations, make edits to or delete any unsubmitted recommendations, and submit saved recommendations — either one at a time or in a batch of multiple recommendations.

A Not ready status displayed for a recommendation indicates that a validation check failed — such as a missing required field or an invalid amount — when you saved the recommendation. For recurring recommendations, this may also occur if the start date is in the past or after the end date. You cannot submit a Not ready recommendation until you have corrected the issue by editing the grant recommendation.

Note: This tile will not appear on the Home page if you do not have any unsubmitted recommendations.

View or edit an unsubmitted recommendation

Under Unsubmitted recommendations, select the hyperlinked charity name listed for the recommendation. In the Grant Recommendation form, you can view the recommendation details and make any necessary modifications.

Submit a single unsubmitted recommendation

1. Under Unsubmitted recommendations, select Submit below the charity's address.

• In Recommendation submission, a summary indicates you've selected one recommendation and lists the recommendation amount.

2. Select Submit, then select Close in the Submission confirmation message.

Submit a batch of unsubmitted recommendations

1. Under Unsubmitted recommendations, select the recommendations you want to submit. You can use the Select all/none filter or individually select each recommendation you want to include.

• When you select or clear any of the recommendations, the information below the list is updated. You will see how many recommendations you have selected and the combined total amount.

2. Select Submit at the bottom of the tile.

• In Recommendation submission, a summary displays the number of recommendations you've selected and the total sum of the recommendations.

3. Select Submit, then select Close in the Submission confirmation message.

Delete an unsubmitted recommendation

1. Under Unsubmitted recommendations, select the trash can icon beside a recommendation.

2. In the Delete recommendation window, select Delete.