Statement Options

This enhancement includes a number of statement options. Note that you need not change anything, unless you wish to avail yourself of one or more of these options.

Current Options

Currently, the name and address of the synagogue, along with phone number and website URL, appear at the bottom of the statement. If you’d like to eliminate that, you can put the phrase {no_footer} within the field named Top text. Related to that, if you’d like to print such information near the top of the statement, you can type those details into Top text.

New formatting options

If you would prefer showing the family code itself, rather than just the name and address of the family, on the statement, you can include the phrase {family_code} within the body of the letter.

If you’d like to change the font size of the statement, you can now include something like {font_size 13} within the Additional info. The default is a font size of 12. You can make that smaller or larger, as you see fit.

New content option

Finally — when you select Financial -> Statements, you’ll see an additional checkbox, to suppress zero-balance items. By default, statements include items that were posted and paid in the current statement period. In other words, if someone contributes $18 to a designated fund during the month, that item shows on the statement. On the other hand, if you check the box suppress zero balance, the statement will show only those items with a non-zero balance.

These statement options are by no means an all-or-nothing set of changes. Choose whichever make the most sense for you. Or, try several combinations. The most compact statement would be to un-check include recent payments, and check suppress zero balance.

If you’d like to see a before-and-after video of these changes, feel free to watch this video.

Statement options
Option to suppress zero balance