Statements

Generating Statements To g e nera t e s t a t e m en t s, y ou n ee d t o f ollow t he s e s t e p s : 1.        Go to Utilities & Administration in the Menu...

The User can search for a statement for a specific Interested Party directly on their profile. For example, if the User needed to see the statement for John Smith, they can search for that IP in the search bar on the top of the FoundationHub page: ...

Old Statement Service - Entity Statement In order to generate statements by Entity you need to follow these steps: 1. Go to Utilities in the menu and click on Statements. 2. Select Run Entity Statements: 3. This will open the Run ...

Ad-Hoc Statement To generate ad-hoc statements you need to follow these steps: Go to Utilities in the menu and click on Statements. Select Run Ad-Hoc Statements:            &n...

In order to generate statements on FoundationHub, use the following steps. Go to Utilities & Administration in the Menu and select S t a te men ts . N e x t , s el e c t “ Run Statement ” and a n e w s...

Method 1 - Through the Interested Party’s Profile The User can search for a statement for a specific Interested Party directly on their profile. For example, if the User needed to see the statement for Demo Donor, a search for that IP can be...

The only difference between a regular statement and an ad-hoc statement is that these statements cannot be posted to DonorSphere or the Interested Party’s profile. To generate ad-hoc statements you need to follow these steps: Go to Utilitie...

Note: Only certain clients use Entity Statements . Contact FidTech Partner’s Client Services to set up Entity Statements. Follow these steps to generate statements by Entity: Go to Utilities in the Menu and click on Statements . ...

Statement Frequency determines how often the statements are generated ( Monthly , Quarterly , Semi-Annual , Annual ). Accounting Period defines the exact Start dates and End dates for each frequency. It must be created before statements...

From the Menu , click Utilities & Administration , then click Statements . Select Set Up Inserts , and a list of Statement Inserts will appear. The files can be downloaded by clicking on “ Download ”. To create a new insert,...

From the Menu , click on Utilities & Administration , then click on Statements . Click on the Set Up Statement Types page, and a list of statement types will appear. These statement types are set up during your institution’s onbo...

From the Menu , click on Utilities & Administration , then click on Statements . Click on the Set Up Coversheets page, and a list of coversheets will appear. These coversheets are set up during your institution’s onboarding proce...