Standard Statements
A brief overview of standard statements, including terminology you need to know.
Use standard statements to manage statements that are accurate both up to the day and historically. A combination of a nightly routine that provides day-to-day accuracy and archiving that locks in historical accuracy ensure your donor's statements are accurate at all times. Donors can also view their statements using the My Contribution Statements Widget. It's a win-win-win!
- Statements live on their own dedicated page that is accessible at any time.
- Unarchived statements are updated nightly.
- Statements from previous years enter an archived state, which prevents changes and ensures historical accuracy.
- Each batched donation is now associated directly with a single statement.
- The all new, powerful, and flexible Donor Standard Statement Report is a single report formatted according to preferences you set on the Accounting Company record.
- Authenticated people can view their statement with the My Contribution Statements Widget.
Note: Standard statements are just that, standard. To see a change to the standard statement, add it as a suggestion to the Idea Board and whip up those votes. Professional Services cannot customize standard statements.
Terminology
- Statement Record
- A dedicated page to view and manage statement settings.
- Statement Donors
- A dedicated tab displaying donor and statement detail.
- Standard Statement
- The technology, configuration, and method of generating these donor statements.
- Standard Statement Settings
- A new section of the Accounting Company record that controls standard statement archiving and reporting behavior.
- Statement Maintenance Routine
- The nightly routine that analyzes and updates various statement related information.
- Statement Maintenance Required Process
- A process that can be manually triggered when maintenance needs to update unarchived statements.