You are able to produce Giving Statements
individually, or for everyone in a particular location.
To produce an individual Giving Statement
, in Finance
click on List of Givers
in the left hand menu.
To produce an individual Giving Statement
, search for the person and click on the Giving ID
to open their giving profile.
On the top left hand side you will see a box detailing Giving By The Year
. Use the arrows to scroll to the correct year and then click on the Giving Statement
button to download a copy of the statement.
To download batch statements, in Finance
click on Batch Giving Statements
from the menu on the left hand side.
If you have more than one location these will be displayed on the left hand side. If they are green then they are selected and you will download statements for these locations. If you do not want to include one or more of the locations simply click on the location name and it will turn grey.
Use the dropdown to select the year you wish to produce statements for and then click Create Giving Reports
. This could take some time if depending on the number of reports to be produced.