Letters and Statements
- Create a new letter
- Modify parts of existing letters, like letterhead, letter date, inside address, closing, and margins
- Specify which funds, time periods, or activity groups to include on financial statements
- Send letters and statements by email
- Send separate statements and billing copies
To locate letters and statements, on the Reports tab, click the button related to the type of report you want. The Family, Member, Personnel, and Parishes & Facilities report groups have a section called Letters/Statements. The Financial report group has a Financial Statements section. Expand it to see the predefined reports.
Watch & Learn
Learn to make a simple letter to send to families. 7 min 13 sec
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To watch more videos, visit the PDS Video Library.