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View Account Statements


Let us know what was helpful or not helpful about the article.


  • Sherry McGlaughlin

    This statement does not provide any information about the activity, participant, or provide the tax-id.  There needs to be much more detail pulled for this report.  Is there the possibility to print from the activities screen instead after selecting the qualified activities? 

  • Corinna Frohock

    Statements are not helpful at all as they do not provide any information aside from the receipt number and amount.  at bare minimum there needs to be a way to generate a report of tax deductible payments.  Right now the only way I see to do this is to comb through people's accounts manually?? Am I missing something?


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