Giving Statements for Year End
It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be ideal, but it can't show just received money. The data is all there, so it would be nice to not rely on a separate CRM system. This isn't possible yet. My previous ticket was closed stating that it could be done with a Receivable Invoice Detail or Summary report. It cannot. Please don't close my idea without letting me respond.

Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.