New Bundle Report Recipe

2016-10-14_18-15-16It seems we have been blogging about new features for finance users a lot lately. Sometimes that is just the way it goes. This post is about another feature for finance users – a Bundle Report.

If you like to keep track of cash and check sub-totals by donor using a printed report, we have a recipe for you. This report will put a summary at the top of the report, then a list of donors below. The list will display the cash donations first followed by a sub-total and then the list of check donations also followed by a sub-total. After that is a grand total. Because this was designed to be printed, we also included a signature line where your counters can sign off on the bundle.

This report is probably more suited for smaller churches with one or two bundles per day. It is a per bundle report. If you want a report of your total bundles for the day with a cash/check breakdown per bundle (without the details), you will use the Deposit Report.

If this seems like something you would want, check out the recipe! It’s as easy as copy and paste. Then, voila – you have your report link displaying on the bundle page ready for you to click on it and then print from your browser.

Thank you to First Baptist Church, Springfield, LA for sponsoring this project.

Read more

2 thoughts on “New Bundle Report Recipe

  1. Kendal Butler

    I’m unable to click on any links in this post. I get an error message “Your connection is not secure. The owner of docs.touchpointsoftware.com has configured their website improperly.”

    Like

    Reply
    1. Karen Post author

      Kendal,
      I’m sorry about that. Please close your browser and try again. I just fixed those links. If you subscribe and were using the version in your email, I think you will need to use the post in the TouchPoint News section in order to get the revised inks. Thank you for letting me know!
      Karen

      Like

      Reply

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s