Annual statement season approaches! Expect some statement-related improvements and enhancements within the coming weeks.
Today we have a small update for you: an option to display only the fund subtotals instead of every single donation. You'll find this option listed in a new control we've added to the statement configuration screen in both the bulk-statement generator and the one-off statement generator on the donor profile page.
Note: Canadian churches have a different layout for CRA-friendly statement layout and won't see these options.
Option 1: "Donations & grand total (most common)"
This option will show each individual donation along with its payment method and date. A grand total will be shown at the bottom.
Option 2: "Donations, fund subtotals & grand total"
This option will show each individual donation along with its payment method and date. The total amount given to each fund will also be shown, followed by a grand total at the bottom.
Option 3: "Fund subtotals & grand total"
This option forgoes the individual listing of donations and shows only the total amount given to each fund over the statement time period. A grand total is shown at the bottom.