Question

Photo of Joe Carroll

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Giving Statements

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Now that we have a couple weeks of offering entered into Rock, I downloaded the statement generator to give it a trial run.  I noticed that it doesn't seem to be separating out the donations into the different funds (General Fund, Building Fund, etc.).  I can see the donation broken out if I go back into the batch.  If I go to the individual page and then down to the contributions section, I can see the total amount there as well, but when I click on one of the transactions, I'm taken to a page to add a transaction (really expected to see details about the transaction that I clicked on).  Is anyone else able to see donations broken out into funds on the giving statement?

  • Photo of Michael Garrison

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    Our statement generator is doing the same thing- here's a picture.WP_20150121_10_12_24_Pro.jpg

    Each of those transactions were a split with $5 going to "Building fund" and only the remainder going to "General Fund". But that's not broken out, as you see- the total check amount is all shown in the "General Fund" line item.

    I agree with the sentiment that clicking on the "Transaction" in the person's profile should take me to information about that transaction, not to the "add Transaction" page...

    When we create our own layouts, will we be able to include information like check number on the statements?

    Thanks

  • Photo of Rock RMS

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    Would you be able to post a picture of your statement? 

  • Photo of Joe Carroll

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    In this case, I have entered amounts for both the General Fund and the Building Fund each week. The total amount for each week and the overall total is correct, but it is all attributed to General.

    GivingStatement.odt

    I can see the file in my profile folder, but clicking on the link above produces an error.  If someone knows what I'm doing wrong, or if it works for you, let me know.