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Configure Standard Statements

If you're not using Standard Statements, here's everything you need to know to get it up and running. Contact Support for more help.

  1. Review your Accounting Company to make sure it is configured correctly. Be sure to set the Standard Statement field to the Donor Standard Statement.
  2. Review your Programs and their Statement Headers.
    Tip: The Stewardship Info views are helpful here!
  3. Turn on the Statement Generator Webhook.
    1. Go to Administration > Webhooks.
    2. Open the Statement Generator Webhook.
    3. Click Edit.
    4. Set Active to Yes and Trigger on Update to Yes.
    5. Click Save.