Difference between revisions of "Treasurer/Creating Annual Donation Receipt"

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(added how to generate a yearly donation receipt)
 
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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 ==
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# 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.
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== 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

  1. 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

  1. Open up the year's books in gnucash.
  1. Click Reports -> Income & Expense -> Cash Flow
  1. Click "Options"
  1. Change the report name to something meaningful (like "Jeff Cotten Donation" )
  2. Change the start and end dates to encompass all of the fiscal year (ours is Jan-Dec)
  3. Select "Accounts" tab
  4. Select the member's account that you're writing a receipt for
  5. Select Apply

Reference Treasurer to find the receipt template. Copy the important information into the template and send it to the member.