Generating Annual PDF Statements Using The One Step Process

There are currently (3) PDF Annual Statement options that you can choose from that are listed below and directions on how to generate each option.   The PDF options are not customizable.   Annual Statements (CSV) option will allow you to customize your letter to your parishioners. 

The PDF Annual Statement options have been formatted to fit into a double window envelope when folded (9 1/2" x 4 1/8"). 

1
Choose Your Annual PDF Statement Option

a.  Annual Statements - Detailed (PDF) will list all contributions made by a parishioner and if the contribution is non-deductible there will be a comment Yes in the non-deductible column.  In the body of the letter you will see the total for deductible contributions and non-deductible contributions. This option will generate a statement for every parishioner who made a donation during the date and fund parameters that you defined. 

b.  Annual Statements - Summarized (PDF) will summarize all donations by Fund.  In the body of the letter you will see the total for deductible contributions and non-deductible contributions.  This option will generate a statement for every parishioner who made a donation during the date and fund parameters that you defined. 

 c.   Annual Statement By Family Tag will summarize the donations by Buckets. The body of the letter will contain the total for deductible contributions and non-deductible contributions.  This PDF format will require you to have created a Family Tag group for those families who should receive annual statements as well as having defined your buckets for each fund.  

2
Generating The Annual PDF Statements Located in the Reports Tab

a.  Scroll to  Fundraising > Funds Maintenance.  Select the funds which you want to include in your statement by putting a check in the box next to the fund name.  If you are including all your funds you do not have to make a selection. 

b.  Scroll to  Reports > and choose one of the PDF options.  

c.  A pop-up box will appear prompting you to select the To and From dates, enter a custom signature text, as well as an opportunity to upload an image of a signature.

3
Generating The Annual PDF Statements By Family Tag

a.  Scroll to Reports > Report Library and choose Annual Statements by Family Tag.  Once this report is opened you will need to complete the series of prompts on the left side of your screen. Select the From Date and To Date

b.  Select the funds you would like to include in your statement.   To choose multiple funds click on the first fund you would like to select then hold your ctrl key and right click on each fund you would like to include in your statement.  If you would like to select all your funds click on the first fund then hold your shift key and right click and highlight all the funds.  Type in the names of your Bucket Categories and click Run.   

    You may also print pdf statements directly from the Family Record.  If you are sending statements on as requested basis you can access and print the statements by searching for the family.  Once the family record is opened scroll to  Reports and make a selection.

Tip:  This is a good time to do some annual database cleanup.  If you have any funds that are no longer being used you have the option of making the funds Inactive. 
Note:  Contributions that are in an Inactive Fund will still be included in any of the annual statements providing they fall within the date parameters and funds that are defined when generating your statements.

Still need help? Contact Us Contact Us