Difference between revisions of "Treasurer/Creating Annual Donation Receipt"
From Makers Local 256
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Enabrintain (Talk | contribs) m (→General : formatting) |
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# Open up the year's books in gnucash. | # Open up the year's books in gnucash. | ||
| − | |||
# Click Reports -> Income & Expense -> Cash Flow | # Click Reports -> Income & Expense -> Cash Flow | ||
| − | + | # Click "Options" | |
| − | # Click "Options" | + | |
| − | + | ||
# Change the report name to something meaningful (like "Jeff Cotten Donation" ) | # Change the report name to something meaningful (like "Jeff Cotten Donation" ) | ||
# Change the start and end dates to encompass all of the fiscal year (ours is Jan-Dec) | # Change the start and end dates to encompass all of the fiscal year (ours is Jan-Dec) | ||
Revision as of 13:38, 2 February 2013
Here's how to generated a donation report for a member.
Special Cases
- In gnucash, open Expenses: Misc. make a note of all the members that received reimbursements from makers local. Make sure to subtract this amount from the amount they donated during the fiscal year.
General
- Open up the year's books in gnucash.
- Click Reports -> Income & Expense -> Cash Flow
- Click "Options"
- Change the report name to something meaningful (like "Jeff Cotten Donation" )
- Change the start and end dates to encompass all of the fiscal year (ours is Jan-Dec)
- Select "Accounts" tab
- Select the member's account that you're writing a receipt for
- Select Apply
Reference Treasurer to find the receipt template. Copy the important information into the template and send it to the member.
