Statements Page
There is a dedicated Statements page for viewing statement details. It includes both Donations and Donors tabs. To be associated with a statement and show up on the Statements page, donations must be:
- Accounting Company:
- Program's Accounting Company.
- Year:
- Calendar year the donation was made.
- Household:
- Contact's Household.
- Statement Type:
- set on Contact's Donor Record.
- Contact Record:
- Donor's Contact Record.
- Spouse Record:
- Contact's Spouse, if 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:
- 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:
- Populated when Archive is set to Yes. Last Change by Routine will always show the most recent change to the statement itself or any record associated with the statement (for example, a new donation associated by nightly routine).