Rock U - Finances - Contribution Statements

Transcribed Video Content

Okay. So contribution statements. There's a couple different places that you can actually get and process contribution statements within Rock and they actually use two different types of technology to produce those statements. So let's go ahead and look at at both of those. The first is use the contribution statement generator within Rock and this is a separate Windows application that you run locally on your computer. Now this is this tool is really meant for running big batches of of of contributions, , every quarter or every year, whenever you need to define and and mail out contribution statements. So it's a Windows app. We do that because it can handle, , the the bulk processing of all those without having to time out a a web application would. And so you go ahead and run that and and there's some there's some settings in there you can choose which accounts you wanna to run. And what's gonna do is this is gonna create these big PDFs of, of your contribution statements. And you can have those come out into certain chapters. So if you wanna split every 2,000, , people, put it into a separate chapter, you can do that. So that's the one tool. And that's the primary tool you'll use at the end of the year or the end of the quarter whenever you wanna run those contribution statements that you're gonna mail out in bulk. The other way is to do digital contribution statements. And so you can come out to the external website and if the person's logged in they can see their contribution statements. What that's gonna do is it's gonna pull it up in a in a web page that's printable. So it's in a printable web page. They can get and kind of self-service their own contribution statements. Now some churches use this as their primary, contribution statement. They don't send out bulk paper copies. It's up to you and to your accounting department how you wanna do that. But this self-service feature is is really nice. Now, out on the same page, they can come out here and they can see their other history too. So it's kinda this page solves two needs, get your contribution statements, maybe see the history also. So that's another option. On the internal portal, you can also get these same contribution statements. So this is more for staff to get to and if they need to send out, a specific contribution statement for one person, they can come in here, they can view the web page, they can print it to a PDF and then mail that to the individual. And so this is kind of an example of what those contribution statements can look . The print statement button would then hide on print. But they're very similar to what the the bulk PDF one looks . Now, this this page that that we use here is is all Lava based so you can change the look of this very easily, with just a little bit of knowledge of HTML and a little bit of Lava, you can customize this to suit your needs. So those are the various options for getting a contribution statement within Rock.