Statements Page
There is a dedicated Statements page to view statement details, located under . It includes both Donations and Donors tabs. To be associated with a statement and display on the Statements page, donations must be:
- Accounting Company
- The program's accounting company.
- Year
- The calendar year the donation was made.
- Household
- The contact's household.
- Statement Type
- This is set on contact's Donor record.
- Contact Record
- The donor's Contact record.
- Spouse Record
- The contact's spouse, if it's known and the donor's statement type is family. If the statement type is individual, each spouse will have their own statement. Note: A spouse does not need to have a Donor record to display under Spouse or be included in the salutation. But a spouse will only display in the Donors tab if they have a Donor record.
- Salutation
- This field displays the contact and, if known, the spouse. This will typically display the male head of household followed by the female. But if the female is the original donor and displays as the contact, this may be reversed.
- If the accounting company's Formal Salutation field is No, nicknames will be used.
- If the accounting company's Formal Salutation field is Yes, the contact's first name and prefixes (if populated) will be used.
- Archived Information
- This field is populated when Archive is set to Yes. The Last Change By routine will always display the most recent change to the statement itself or any record associated with the statement (for example, a new donation associated by nightly routine).