Atom – Printing year-end statements

How to Print Atom Contribution Statements

-Start in the People module

-Choose a view at the top called – “Contributed (date range)” or “Contributed (over amount in date range)”

-Click the printer icon in the top right

-Choose “Contribution Statements”


If you want to print family combined statements, change the “Full name format” to one of the Family- options
Check your date range
If you only want to include specific accounts, you can choose those, otherwise leave it blank.

-Click View Report

The preview will probably only show you the first 20 pages, but if you hit the Print or Email button, it will email you the full report.

Excellerate – Printing year-end statements

How to Print Excellerate Contribution Statements

First, make sure your contribution batches are updated.  
(They should say “Updated” in the Updated column.)

To update your batches, you can either open them up and click “Update”, or you can update several by going to Contributions menu, then Update Contribution Batch

Check your statements for accuracy
-Reports menu, Members, Member Contribution Statements.
-Check the date range
-You may want to report families together, so change Report Member/Family to one of the Family options

-Choose a Report Style that meets your needs, such as “Full Page with Pledges” Canadian customer should choose one of the style denoted with (Canada)

-You can add an additional message at the bottom of the statements if desired
-Hit Preview button
-If you want to check your contributions, answer Yes to the Contribution checker, otherwise click No.

Canadian churches will see a message saying “this report can generate receipt numbers… would you like to generate them now?” – Choose Yes

-View the statements to see if they look correct. Use the page buttons to see the other pages:

If everything looks good, you can hit Print

Canadian churches – when you close the report, it will as “Did all of the statements print correctly?” If yes, then answer YES to record those receipt numbers for your members. If you did not print them, or they did not print correctly, say NO so that you can regenerate those receipt numbers again.

Now the next time you go to enter contributions for the new year, it will say “OK to reset yearly totals?”, answer yes.

Announcing the all new web-based Excellerate Atom

Atom = Simple + Powerful

Atom was designed to give you all of the power, features and flexibility your church needs, in a clean, simple, extremely easy-to-use design.

Yes, there are “simple” solutions out there, but they lack the features and flexibility your church needs.
Yes, there are “powerful” solutions out there, but they are way too complicated, require weeks of training, and are frustrating to use.

Continue reading →

Church Check-In – Simple, Clean, Portable

Enjoy the simplicity of a complete mobile check-in solution for your church!

mobile check-in

Our portable check-in tablets allow you to easily check-in your children, members and volunteers wherever you are – Internet NOT required.  The information can be stored on the tablet, or synced to a main computer with a USB stick. Continue reading →

7 Habits of Highly Effective Churches

These habits come from the best practices we’ve seen in the healthy, growing churches that we’ve worked with over the past 15 years. Not only have we been helping other churches, but I’ve been fortunate to also help start and grow our local church through all of its stages – from 30 people in a temporary facility to now over several thousands of people in multiple campuses! I’ve been both on the outside, helping with the administration of these practices, but also on the inside – working through all of the many details in our local church as well. So it’s a privilege to bring these habits and practices to you and your church. Continue reading →

How to print Church Giving Statements / Church Contribution Letters

Here’s what you need to know about printing year end church giving statements or church contribution letters for your church members.

You can refer to the official IRS publication here for the specific details.

Why do we need to print church giving statements?

People who contribute to your church will want to deduct those contributions when they file their tax return in April.  To do so, they will need to provide proof of those donations to the IRS.  That proof is usually a “contribution statement” or “giving statement” that reports the total tax-deductible contributions for each person or family.

Technically, you really only need to provide statements for people who Continue reading →

The High-Capacity Church Worker – Time Blocking

It’s all too common. For some reason, we humans tend to take on more and more tasks and responsibilities until we reach overload.  Especially in the church world – I think we really do want to do more, and make a bigger difference in peoples lives, but we have to be careful.  When we take more on, the quality and effectiveness of our work starts to decline.

It’s definitely a great quality to be a “high-capacity” person, and able to handle a lot of responsibility.  The trick is Continue reading →

Still taking class attendance manually? Streamline it with Excellerate Check-In!

Most churches offer classes to help members develop personally, spiritually, etc…  These may be classes for membership, spiritual growth, or just practical topics.  It’s a great way to help develop your members, build relationships, and get people more plugged-in to church.

Instead of manually taking attendance, writing out name badges, trying to keep up with all of the paperwork, streamline it all with Excellerate Check-In!

Excellerate Check-In now allows you to check people into classes with just a few clicks.

  • Instantly print out name badges
  • Record attendance in Excellerate
  • Even take their picture using a tablet or web-cam

Having class attendance data really helps you know where your members are on their development track, and helps you know who’s ready for their next step.

If you don’t have the Excellerate Check-In module, you can add it at any time.

Have questions?  Give us a call 888-371-6878 or email: info@excellerate.com