Difference between revisions of "Treasurer/Creating Annual Donation Receipt"
From Makers Local 256
(added how to generate a yearly donation receipt) |
m (added step about reimbursements from ml256) |
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Here's how to generated a donation report for a member. | Here's how to generated a donation report for a member. | ||
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+ | == Special Cases == | ||
+ | # In gnucash, open Expenditures: 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. | # Open up the year's books in gnucash. |
Revision as of 12:59, 30 January 2013
Here's how to generated a donation report for a member.
Special Cases
- In gnucash, open Expenditures: 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.