Routine & Process

Current, unarchived Statements are managed via a nightly routine (Statement Maintenance routine) that associates donations with the correct statement, populates the "Statement Description," associates Donors with the correct Statement, and updates the Salutation as needed.

The Statement Maintenance Required process updates the same information as the Statement Maintenance routine. You can manually trigger this process by updating the Accounting Company record.

See Standard Statement Routines and Processes to read all about it and learn all the details.

Archiving

Statements are automatically archived and can be archived manually (either as a single record or via mass assign). This ensures accuracy for past statements as data (aging out, marital status changes, etc.) changes over time. Want to do an archiving deep dive? See Archiving Standard Statements.