A SPoC must complete initial setup in order to use the My Contribution Statement page.
- Go to Administration > Configuration Settings and edit the value of the StatementDesignationType setting to control the amount of detail displayed about a particular donation.
- Use the Portal Admin page "Reload Configurations" button to make the Configuration Settings to take effect immediately.
- Control the content and appearance of your online statements using the Portal Admin page.
- Complete the Accounting Company setup below.
- Place the navigation link to My Contribution Statement (my_contribution_statement.aspx) in the desired place on your Portal skin. If desired, you can also place the link on your church website.
Accounting Company Setup
Details of the Accounting Company determine the date through which statements can be viewed. Go to Church Structure > Accounting Companies and update the desired Accounting Company records as follows:
- Image: the default image on this record appears on the default Contribution Statement design. See Donor Statement Settings for information on image requirements.
- Statement Cutoff Date: The date set here determines the cut-off date for Donations that appear on the My Contribution Statement page of the Portal.
The Statement Cutoff Date is a date/time field used when generating all statements for the Accounting Company, including those available on the My Contribution Statement page and
Standard Statements. Standard Statements considers both the date
and time when determining the statement cutoff date. Want to include all donations made through December 31? Set the Statement Cutoff Date to 12/31/[year] 11:59pm.
- Statement Cutoff Date Automation: Select a value other than Manual if you want your Statement Cutoff Date updated automatically. Options include:
- None/Manual: Someone on your staff will edit the accounting company record manually and change the Statement Cutoff Date value manually.
- Last Day of Last Month: On the 15th day of each month the system will update your statement cutoff date to be the last day of the prior month.
- Last Day of Last Quarter: On the 15th day of January, April, July, and October the system will update your statement cutoff date to the last day of the prior quarter.
- Last Day of Last Year: On the 15th day of January the system will update your statement cutoff date to be the last day of the prior year
- Pledge Campaign: Determines the Capital Campaign Details. This field can be left blank.
- Show Online: Must be set to True on at least one Accounting Company. If more than one Accounting Company has this field set to True, a drop-down is provided for the user to choose the desired Accounting Company.
- List Non Cash Gifts: If True, then the Contribution Statement on the Portal lists non-cash gifts. If there is a Non-Cash/Asset Payment Type set to Omit Amount On Statement=True, then gifts for the date range appear with no dollar value and do not affect the overall giving total. Note that this setting is global and also affects Donor Stmt reports run from the Platform.
