Family Ledger Updates
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  • Family Ledger Updates

    March 18, 2021

    We’ve updated a widely used family report and made some refreshing changes to the Family Ledger page!

    You can now conveniently print or email the “Family Annual Total Receipts Report” (FIN-15) directly from the Family Ledger allowing you and your staff to now generate the report for individual families.

    We’ve also revamped the Family Ledger page to include a new drop-down menu called “More Actions”. This handy menu includes these popular report options: “Statements”, “Full Ledger Report”, and “Family Annual Total Receipts Report”.

    For details about these updates, hop on over to our Knowledgebase

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