How to Generate Contribution Statements in SteepleMate | Finance Admin Guide

How to Generate Contribution Statements in SteepleMate

As a Finance Administrator, you can easily generate contribution statements for your church members. Follow these steps:

  1. Access Contribution Statements

    1. Go to the Finance menu.
    2. Select Contribution Statements.

  2. Selecting a Date Range

    1. Choose the date range for which you’d like to generate the statements.
    2. Note: Only contributions categorized as tax-deductible will be included in the statements.

  3. Additional Customization Options

    1. Summary or Detail View:
      1. You can opt to show a summary (aggregated by fund) or a detailed view (showing each individual contribution).
    2. Treat Children as Separate Families:
      1. Generate separate statements for children if needed, while showing the head of household and spouse on one report.
    3. Include Deceased Contributors:
      1. If deceased individuals made contributions during the selected time period, they can be included in the statements.
    4. Sort by Last Name:
      1. Choose to display names in the order of Last Name, First Name.

  4. Selecting the Recipients

    1. Choose which person type to generate statements for, such as: Church family, contacts, guests, organizations, etc.
    2. Generate for Your Household: Click Generate for My Family to create a contribution statement specifically for your household.
    3. Generate for Everyone: Use this option to generate statements for all individuals within the system.

  5. Refining Statements After Generation

    1. Once generated, you can filter by: Date range, street name, phone number, and more.
    2. Export Statements: Export the contribution statements in formats such as CSV, PDF, etc.

  6. Printing or Emailing

    1. Use the magnifying glass to search for specific individuals or contributions.
    2. 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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