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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

Charitable Receipts for Donor (Annual Statement Style)

The Charitable Receipts for Donor (Annual) can be found under the Donation Reports & Receipts category.

An example of the report is to the right and some notes about the report follow.

Please be aware of the Rules for a receipt to print described at the bottom of the web page.

Charitable Receipts for Donor (One Per payment)

The Charitable Receipts for Donor can be found under the Donation Reports & Receipts category.

An example of the report is to the right and some notes about the report follow. Please be aware of the Rules for a receipt to print described at the bottom of the web page.

Campaign List

The Campaign List can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Campaign List to print a list of Donation Campaigns.

Audit Trail - Donor & Receipt Summary - Patron

The Audit Trail - Donor & Receipt Summary - Patron can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Audit Trail - Donor & Receipt Summary Campaign

The Audit Trail - Donor & Receipt Summary Campaign can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Audit Trail - Donor & Pledge Daily Audit

The Audit Trail - Donor & Pledge Daily Audit can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Transactions Tab

Parts of the Transactions Tab

Seq # The transaction reference number.
Trans Date Date the transaction took place.
Journal No Journal Entry reference number.

Patrons Tab

The Patrons tab shows you the Patrons associated with the selected Pass G/C and Membership.

Transactions Tab

The Transactions tab allows you to view the specific details surrounding the audit transactions of the selected campaign.

Donations Tab

Parts of the Donations Tab

There are some actions you can do to one or more donations from the context menu that are not available on the toolbar:

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