Modify Statement Design

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Use Modify Statement Design to specify statement-printing information. This feature allows you to customize the print locations on the statements.

 

Modify Statement Design

  1. Click the Add New Format link to start from a blank design, the Make a Copy link to start from a copy of the currently selected design, or click any design in the sidebar to select it.

You cannot save any changes to the Default Summary Statement or Default Detail Statement designs. Use the Make a Copy link.

  1. Edit the Title of the statement. You can then adjust the settings on each tab: Paper, Heading/Footing, Body, Body Totals, and Images.

Paper Tab:

  1. Paper Type: Choose Letter, Legal, or Custom from the drop-down list. If you select Custom, you can then edit the Page Width (inches) and Page Height (inches) fields.
  2. Orientation: Portrait or Landscape
  3. Font
  4. Font Size
  5. Forms Per Page: 1 form per page to 5 forms per page
  6. Print in Body: Detail or Summary
  7. Vertical Starting for Body (inches)
  8. Vertical Ending for Body (inches)

The Vertical Starting for Body and Vertical Ending for Body, along with Vertical Offset for items on the Heading/Footing tab, must have values that fall within the available height based on the Paper Type and Forms Per Page (ex: with a Paper Type of Letter and 2 Forms Per Page, the allowable range would be 0.25 - 5.25 inches). If your values are outside the allowable range, you cannot save your changes to the statement design. Instead, a message appears detailing everything that needs to be changed and giving you the allowable ranges for each field based on your selections on the Paper tab.

Heading/Footing Tab:

Existing items display in the grid with the following columns:

  1. Item
  2. Heading: The heading for the item, if any
  3. Bold: Displays a check if the item is bolded
  4. Underline: Displays a check if the item is underlined
  5. Italics: Displays a check if the item is italicized
  6. Font Size
  7. Vertical Offset (inches): The offset for the item from the top margin of the form
  8. Horizontal Offset (inches): The offset for the item from the left margin of the form
  9. Left Justified: Displays a check if the item is left justified

To edit an item, double-click it in the grid or click the Edit icon. To delete an item, click the Delete icon next to that item in the grid, then confirm the prompt.

To add a new item:

  1. Click Add New Item.
  2. Select the Item from the drop-down list.
  3. Enter a Heading if applicable.
  4. Select if you want the item in Bold, Underline, or Italic.
  5. Enter the Font Size.
  6. Enter the Vertical Offset and Horizontal Offset (in inches).
  7. Select if the item is left-justified.
  8. Click the Insert icon to save your newly added line.

Body Tab:

Existing items display in the grid with the following columns:

  1. Item: See Body Tab Items below.
  2. Heading: The heading for the item, if any
  3. Bold: Displays a check if the item is in bold
  4. Underline: Displays a check if the item is underlined
  5. Italics: Displays a check if the item is italicized
  6. Font Size
  7. Horizontal Offset (inches): The offset for the item from the left margin of the form
  8. Left Justified: Displays a check if the item is left justified

To edit an item, double-click it in the grid or click the Edit icon. To delete an item, click the Delete icon next to that item in the grid, then confirm the prompt.

To add a new item:

  1. Click Add New Item.
  2. Select the Item from the drop-down list.
  3. Enter a Heading if applicable.
  4. Select if you want the item in Bold, Underline, or Italic.
  5. Enter the Font Size.
  6. Enter the Horizontal Offset (in inches).
  7. Select if the item is left-justified.
  8. Click the Insert icon to save your newly added line.

 

Body Totals Tab:

Vertical Offset for Body Totals: Leave at 0.00 (default) to print the Body Totals directly after the Body detail lines. Entering an offset other than 0.00 will cause the Body Totals to show in an exact location on the statement (i.e., all donor statements will have the Body Totals in the same location).

Existing items display in the grid with the following columns:

  1. Item: See Body Tab Items below.
  2. Position: Top or Bottom
  3. Heading
  4. Bold: Displays a check if the item is bold
  5. Underline: Displays a check if the item is underlined
  6. Italics: Displays a check if the item is italicized
  7. Font Size
  8. Head Starting (Inches)

To edit an item, double-click it in the grid or click the Edit icon. To delete an item, click the Delete icon next to that item in the grid, then confirm the prompt.

To add a new item:

  1. Click Add New Item.
  2. Select the Item from the drop-down list.
  3. Enter a Heading if applicable.
  4. Select if you want the item in Bold, Underline, or Italic.
  5. Enter the Font Size.
  6. Enter the Horizontal Offset (in inches).
  7. Select if the item is left-justified.
  8. Click the Insert icon to save your newly added line.

Body Totals Items:

  1. Periodic Pledge
  2. Prior Years
  3. Prior Periods
  4. Current Period
  5. This Year
  6. To Date
  7. Balance
  8. Blank Line
  9. Dashes
  10. Total Pledge
  11. Non Cash
  12. Current Fiscal Year
  13. Non Cash This Year
  14. Pledge Due
  15. Balance Due

Images Tab:

  1. Select up to four images using the Choose File buttons.
  2. For each, select if you want to maintain the aspect ratio.
  3. Select the Image Width (inches), Image Height (inches), Horizontal Location (inches), and Vertical Location (inches).

The Restore Defaults button completely restores all settings on all tabs to defaults. Click the Test Statement Design button to see a preview of your statement design. Click the Update button to save changes to your statement design, the Reset link to undo all changes since the last time the design was updated, or the Cancel link to discard all changes and return to the Accounts Receivable dashboard.

Save/Cancel:

Click the button to save any information that has been added or changed.

Click the Reset link to restore the page to its state before any changes were made.

Click the Cancel link to leave the page without saving any changes and return to the previous page you were on.

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