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Letters and Statements

Send Separate Statements

Occasionally, you may receive a request to send a separate statement to a family member who contributes individually. You can send the family a statement that excludes the individual's contributions, and you can send the individual a personal statement that excludes the contributions made by other family members. Members' statements print with the families' statements in the order set in the Sort Order field.
Note: The member must have a Member ID number to use this feature.
  1. In the Personal section of the member's window, select Separate Statement.
  2. Select a report to run.
  3. On the final step of the Reports wizard, select Include Separate Statements.
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Last updated: February 28, 2024