We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.
View Account Statements
Updated:
This article will show you how to view or generate account statements.
Important Note
The Account Statements on your profile will provide you with receipts for tax purposes.
Instructions
Search for and select a user
Select Account Statements
Click View next to a month to view the account statement
Note: On the statement itself, click Print if you would like to print it out.
Click Download to download that account statement
The file will download as a PDF document
Comments
Let us know what was helpful or not helpful about the article.
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?
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?
Comments
Let us know what was helpful or not helpful about the article.2 comments
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?
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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