December 13, 2023Donations: Generating Statements (v25 & Newer)In this document or video, learn about the Receives Statement checkbox. The Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Choosing a Statement Layout. Presented on 12/12/2023.
December 28, 2023Donations: Statement Designer (v25 & Newer)In this video, learn how to customize a Donation Statement with the many features in the Report Designer. Presented on 12/28/2023.
February 21, 2024Donations: Transfer to Accounting (v25 & Newer)In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.
March 20, 2024Donations: Importing from a Text File (v24 & Newer)In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
March 21, 2024Donations: Pledge/Giving Analysis (v25 & Newer)In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.