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Year End Contribution Statement Issue

Posted: Fri Jan 09, 2015 12:19 pm
by S_McEwen
I have PC 11.5 on Windows 7 and am running the year end Contribution Statements. The issue is that the Financial Secretary would not like to see the Pledge Summary at the end as this church runs a financial year of 7/1 to 6/30 the following year.
If I have to make a custom report, how do I do that? I've only been on the job for 7 months and this is the first time running these reports for me.
Thanks!

Re: Year End Contribution Statement Issue

Posted: Fri Jan 09, 2015 12:21 pm
by Zorak
There is a check box option to include or exclude pledge information when running the statements. Just look at each of the screens when running the statements and don't include pledges.

Re: Year End Contribution Statement Issue

Posted: Fri Jan 09, 2015 12:25 pm
by S_McEwen
Ha, should have noticed that.
Thanks!