How to Generate Contribution Statements in SteepleMate
As a Finance Administrator, you can easily generate contribution statements for your church members. 🎥 Watch the video below or follow the step-by-step instructions to learn how to generate contribution statements in SteepleMate.
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Access Contribution Statements
- Go to the Finance menu.
- Select Contribution Statements.
Selecting a Date Range
- Choose the date range for which you’d like to generate the statements.
- Note: Only contributions categorized as tax-deductible will be included in the statements.
Additional Customization Options
- Summary or Detail View:
- You can opt to show a summary (aggregated by fund) or a detailed view (showing each individual contribution).
- Treat Children as Separate Families:
- Generate separate statements for children if needed, while showing the head of household and spouse on one report.
- Include Deceased Contributors:
- If deceased individuals made contributions during the selected time period, they can be included in the statements.
- Sort by Last Name:
- Choose to display names in the order of Last Name, First Name.
Selecting the Recipients
- Choose which person type to generate statements for, such as: Church family, contacts, guests, organizations, etc.
- Generate for Your Household: Click Generate for My Family to create a contribution statement specifically for your household.
- Generate for Everyone: Use this option to generate statements for all individuals within the system.
Refining Statements After Generation
- Once generated, you can filter by: Date range, street name, phone number, and more.
- Export Statements: Export the contribution statements in formats such as CSV, PDF, etc.
Printing or Emailing
- Use the magnifying glass to search for specific individuals or contributions.
- Click the Print button to send the statements to your printer or generate a PDF to send via email.
FAQs for Generating Contribution Statements
Q1: Can I generate contribution statements for specific individuals?
A: Yes, you can search for and select specific individuals using the More Options button before generating the statements.
Q2: What happens if I find duplicate statements for the same person?
A: Use the Resolve Duplicates feature to merge any profiles that may have been created through anonymous giving.
Q3: Can I generate statements for multiple person types at once?
A: Yes, you can select multiple person types (e.g., church family, guests) when generating contribution statements.
Q4: How do I export the contribution statements?
A: Once generated, you can export all statements into a CSV, PDF, or other formats by selecting the export option.
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