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.