New: Statement Content Options

Created on:
Updated on:

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.

Screen_Shot_2018-11-29_at_6.58.02_PM.png

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_3.png

 

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_2.png

 

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.

option_3.png

.

Was this article helpful?
0 out of 0 found this helpful