Running reports for tax purposes will likely be one of the most purposeful reasons you’ve collected the contribution data. Let’s look at how we can create and customize those Contribution Statements to show just what your members need.&n ...
When running Contribution Statements, you might notice that there are two different types of “Statuses”, the Batch Status and the Statement Status. Let’s take a quick look at these and talk about their importance. The State ...
Once you’ve run a batch of Contribution Statements, verified they are correct and published them, it’s time to send them to your congregation. Let’s take a look at how to email a personalized statement to each member. To email a b ...