7.2. How can I process year-end statements?

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Currently there is not a way to send out year-end statements within Managed Missions. The best method would be to export the contribution data and upload it into your organizations current financial system. To export the contribution data, follow these instructions below.

Exporting Contribution Data:

• Select "Account Admin"
• Select "Imports & Exports" tab
• Select "Export Contribution Data" (left sidebar tab)

 

Knowledge Tags

year-end statements  /  exports  /