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Log Your Letters and Statements

You can keep a record of each financial statement or letter sent to families or members. After printing letters or statements, the Log the Letter/Label dialog box displays. The information about letters and financial statements is logged in the Letters, Visits, Etc. section of the family or individual's record.

  1. Create your letter. At the end of the Reports wizard, the Log the Letter/Label window displays.
  2. Enter or edit the description.
  3. Select Log the Letters/Labels and Mark them as and/or Log the Emails and Mark them as.
  4. Select an option to mark the letters.
  5. Click Log the Letters/Labels.