Difference between revisions of "Treasurer/Creating Annual Donation Receipt"
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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 | + | # Click Edit -> Report 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) |
| − | # Select "Accounts" tab | + | ## Select "Accounts" tab |
| − | # Select the member's account that you're writing a receipt for | + | ### Select the member's account that you're writing a receipt for |
| − | # Select Apply | + | ## Select Apply |
Reference [[Treasurer]] to find the receipt template. Copy the important information into the template and send it to the member. | Reference [[Treasurer]] to find the receipt template. Copy the important information into the template and send it to the member. | ||
Latest revision as of 14:28, 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 Edit -> Report 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.
