Standard Statements
Standard Statements provide an exciting way to manage Statements that is accurate both up to the day and historically. How do we accomplish this? A combination of a nightly routine (providing day-to-day accuracy) and archiving (locking in historical accuracy), ensuring your Donor's Statements are accurate at all times. Donors can also view their Statements using the My Contribution Statements Widget. It's a win-win-win!
- Statements live on their own dedicated Page that is accessible at any time.
- Unarchived Statements are updated nightly.
- Statements for previous years enter an archived state, which prevents changes and ensures historical accuracy.
- Each batched Donation is now associated directly with a single Statement.
- The all new, powerful, and flexible Donor Standard Statement Report is a single Report formatted according to preferences you set on the Accounting Company Record.
- Authenticated Users can view their Statement with the My Contribution Statements Widget.
Note: Standard Statements are just that, "standard". If you'd like to see a change to the Standard Statement, add it as a suggestion to the Idea Board and whip up those votes. Standard Statements are not customizable through Professional Services.
Terminology
- Statement Record
- Dedicated page for viewing and managing Statement settings.
- Statement Donors
- Dedicated subpage displaying Donor and Statement detail.
- Standard Statement
- The technology, configuration, and method of generating these Donor Statements.
- Standard Statement Settings
- New section of Accounting Company controlling Standard Statement archiving and reporting behavior.
- Statement Maintenance Routine
- Nightly routine that analyzes and updates various statement related information.
- Statement Maintenance Required Process
- Process that can be manually triggered when maintenance is required to update unarchived Statements.