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