Create Your E Receipt Template for Management Effortlessly

E receipt template for Management

[Music] okay so my name is Lindsay from you know and I'm going to do your training this morning what we're going to cover today is just getting ready to receipt they're getting started with the finance and you're now getting ready to do your receipting for the near end if at any point I'm going too fast or if you have a question don't hesitate to stop me and ask the question out I'll attempt to answer it for you okay so the first thing you want to make sure that you have got all your basic setup before you can start your finance or you were sitting and you do that by basically going to your administration and going to your system setup so that's clicking on administration clicking on the system and Finance so these are the basic settings that you need to make sure that you've got setup before you can get started with setting up all your receipt templates etc if you forget everything that I say today this is all in a health doc for you and which I'll show you the screen in a moment so to get to this help you click on the help at the top here I can help again click on Finance on the left-hand menu bar and getting started so that just gives you a list of things to work through and make sure that you're all ready before you get started with your year-end and there is also another help duck over here called if you click on this one called hereand chicks so these are just a couple of things that you want to make sure that you've got set up before you get started okay so that is obviously the first step in that help dock is making sure that you've got all your basics set up in finance and that is what you go to administration system and then finance if you can't see this administration system finance that's probably because you don't have permission to access that and you just need to speak to your local administrator and make sure that you have the permission to do that the next thing you'll need to do is set up the codes and tools and a field that will make your receipting easier and those include setting up your email templates and your receipt templates your account codes as well as your campaigns etc again this is all in the help dock so that would be step 2 setting up the codes and tools and if you click on that link it gives you a list of all the things that you need to do and each one of these will take you to a screen on how to set those up so what we'll do is we'll first it up go through setting up your email templates so that's the first one in the list so to do that we go to contact this is now in the case where you're going to sit up receipts or generate receipts and you're going to email them out to your contacts you need to have an email template that includes a receipt link in it so that you can then save it out to people and they can click on that link to download a receipt so just set up an email template we go we click on contact we it defaults to email so make sure you're in the email tab and then we go to content we click on new to create a new template you can give it a subject title there whatever it is that relevant to you and then you're going to now create the content of the email template you've got your personalization here on the right-hand side so here we want to put in the person's first name or whatever other personalization that you go to use bearing in mind that when you're sending this out to people if you're going to send out receipts in bulk it's going to look as if it's being find Carbon Copy so nobody else is going to see anybody else's information nobody else is gonna see anybody else's receipt link it's gonna be a unique link for each person and they're the only ones are going to see it but essentially you are going to be sending out your receipts in bulk if that's what you choose to do you can also put it in a good if you want to say something about thank you for your donations during you or whatever information you wanted to put in there you can add images at City you've got that option what we're going to do is we're just going to put the receipt link in here which we get from the receipt personalization list over there and now we need to save this they were the name and what we're going to do is we're going to tick this box over here and this simply means that anybody else logging in can see this or use this template if I don't take that box over there then that means that only I will be able to use this template to send out receipts so I click Save and now your email template is set up so the next step is to set up your receipt templates to do that we go to finance again you can click on that link and it'll take you step-by-step on how to sit your receipt templates up we've gone to Finance we go to receipts and we're going to go across here to the maintain templates second and this is where we're going to create a receipt template the first step in adding a receipt template is to create a design the design is basically they - you can use a poll it's there to basically tell in food or ways to put the receipt information so if you've got a printed newsletter or later here that you've got your logo on it it will then you can set up that so that your logo is at the top of the screen and maybe you have a footer at the bottom on the screen you can then set it up in your design and then in fiddle we'll insert all the receipt information in between there so we go and set up a design click on add we set up a new one you give it a name so you can either leave this as blank and basically and fiddle will use these settings over here to place your content of your receipt or else you can add your PDF letterhead which has your logo and share an example of that I'm just messing it so for example here we've got a client who has loaded up their little head and it's basically got the logo at the top and it's got a footer at the bottom and they've then loaded this as a design so basically what a noodle will do is it will then insert the receipt information that we're going to put in the receipt template in between that but it just tells me people how much of a margin to leave and where to place the content so first step is to create that design either upload your little head or just leave it as link who's not missing ting then we go to do our receipt template the first thing we need to do we give it a name and now we're going to use the design remember we've just set up the design so whichever one you're going to use or what have you called it you add that you can add an alternate design basically that is useful for when you have different campaigns or different seasons of the year so for example if you've got a Christmas campaign which has a separate logo you can then use that to run maybe just for the month of December so you choose your alternate design and you choose that but only there's news during the month of December and you can use this whether it be for the different seasons of the year or whether you've got a campaign that you run during a particular time period in the year and you want to have different and logos or different images on it can you put in multiple campaign templates or just one each one alternative just one alternative what if you're gonna have other ones then I would suggest creating a new a template with a different design and then on the receipt screen when you are sending out receipts you get to choose which one you want to use okay yeah it's not that you fix to this just this one I'll show you now that's great so for example here these are all the people waiting to be receipted if I'm gonna send out a different one to maybe Fred here's I can choose which one I want to use and I can use different ones for different people crying okay so now we've set up an alternate design if we want you can then also check this box is available for others to use if we don't check that box and only you'll be able to see this test template and nobody else logging in you'll be able to see it you can add a header so this is we if you want to add your logo this is where you add your logo if you haven't already added it into the design and then this is where we're going to add the body of the receipt using the personalizations on the right hand side so we've got we can go and put in the address if you've already got your organization name in your head oh you don't need to put it again but if you do need to put it in you can then also add it here as well I'm going to put the date when you're using the personalizations under the rack inside here you can even add in information if you want to give them a little bit of a history as to where that money is going to be used and you're welcome to do that and put in integers if you need to do then you've also got all these other personalizations that you can then use you can put in you can break down different types of text items they've got your non text items in your text items you can then put that in here and just you can add tables if you want to separate it out and etc so you've got all these personalizations to play with if you're not sure what to do we've also created a default text receipt that is this one over here and if you just add that it's automatically going to do a little receipt template for you that we've created you can't edit this one you can only create your own and edit that so this is a fixed layout that you can use and then you can similarly add a footer as well so once you're done with that you save it and that's now ready to be used for receipts so when you're wanting to taste what it looks like you go back into the receipt screen and you can just go and pick any one of the the donations waiting to be receipted and you can just click on Chris preview and there it will give you an idea of what it looks like see there you can see it's added and Fred's name and you can then this is the default text receipt you can see what it looks like although it says receipt number sample over here it will actually win the receipt is generated it will generate a number and it will insert that receipt number over here that unique number so that's getting your receipts ready your receipt templates so basically the this when you are sending out your receipts you're going to come into this screen you're going to set up your filter and basically you're choosing whether I'm going to be doing all my combines along with my one also I'm not only gonna do my combined receipts so you can set up your filter as you need to choose the dates and then that will display all those waiting for receipts based on your filter at the top thing so basically what you need to do is let's say for example I'm going to send out all the receipts to those people with email addresses I can just come to the top over here select all if I for instance want to give mr. Abrams a different receipt template I can change it over there or if I want to bulk change everybody's receipt templates I just click on that button and I change all of them at the same time but you can see that you can have different receipt templates for different people so now that I've selected all of those that I'm going to email out their receipts it's now selected everybody that has an email address and it's ignored this person over here because they don't have an email address that's fine because when I'm finished sending out all these receipt templates or sorry all these receipts out to all these people with email addresses I can then just come back in and select all those that I want to print and it'll allow me to generate those receipts in a PDF and print them out and then pop them in an envelope so we've previewed our receipts or a receipt they're now selected all those with an email address now we're going to select our email template that's 61 receipts that are going to get generated I click generate and those were will then all be generated and sent off to everybody so that's I'm setting up your email templates and receipt templates if you're still getting started with Finance you may also want to set up your account codes again that is in your help duck this is where all your your account codes are sandy I know you guys are using Xero Rogan and milli - do you guys use Xero no you don't user okay so this is where you would set up all your account codes and so that you can then tag your transactions to the different account codes if you use zero then it it brings those in from zero before you okay but this is where you would then just add your account codes to make sure that you are set up creaking great and there are also a number of other things that you can set up in finance to make sure that you can tag student transactions to certain things like for example campaigns campaign events memberships etc and those are really just so that you can take into those those different things so that you can report on it later on and those are really just simple to just you just click on them again this is all in the help Docs as well I'm going to set up a campaign you just run through the screen and add you can also choose to limit a campaign to a specific group so that they aren't there and the only ones that have access to it you can have campaign type setup and a description in there if you want and you can also have a start and ending it's only relevant for a particular period so for example in this case it would be for December well maybe it starts I start the appeal in November but it only runs till the end of December so I can then make that it's only available during those time periods you can then also tag that a campaign to a particular count code and you can also then tag that a specific receipt template is used for that particular campaign if that's what you want to do so that's adding a campaign other things that you may want to set up our memberships so maybe you deal with memberships although I don't think in either of your cases it's relevant is that something that would be relevant for you rogen not really Sammy I don't think that would be relevant for you as well do you have membership no not really okay so we'll do that okay so that is covering all the things that you need to set up in terms of setting up your codes if you're using Xero obviously then you need to connect to zero and set all that up rogon we will go through that because you and you don't use Xero and sandy we've recovered that did you have any questions send your Jin about your zero with your zero working phone well I do have questions but probably now's not the time for them so I'll sign up regarding it later okay and one one question on the receipt yep as far as it's cheap to click the combined receipts would that be and do my receipts to the state for the automatic payment person and do not have to redo it in other words the receipt the end of the period is the 31st of March so what hours to process a combined receipt now I would have to do another one wouldn't I fall March and so what this means this combined this is one off those are the sittings in the context profile yep so let me just show you so baby wandering yeah going not least I'm wondering of five like and my reconciliation I'm wondering if I should take no receipt until after the end of March no don't take that no receipt because if you take that no receipt then that person is not going to get a receipt oh that's right okay I'll just take I'll take you to that screen so that Rogan and Malita know what we're talking about basically what we've been asked is these are the transactions that are coming in from whether they it's coming in from zero or whether you've added your own manual transactions or imported your tracks and transactions into in feudal this is the information over here that's coming from your external source and this is what we're trying to match it up to in and feudal and is this the button you're talking about sandy yeah so if you tick this box it means that this person has made a donation but they don't want a receipt so don't take that unless you just they don't want receive these defaults here are coming through from their profile yep yep what that looks like for Rogan and the liter who may not have seen that yet so in each person contact they in their profile there are some finance defaults so here you can see receipt to individual and winter receipt so those are specific to a contact and when I see that on the receipt screen basically Daniel Wilson these are his defaults and going back to your original question sandy was that when I took combined a one-off this means that I'm not going to combine all the existing receipts if I've checked that it's only gonna have I uncheck that and I say I only want the combined receipts that's basically going to show me a list of all the people that have got combined checked in they the contact profile default so it's not that I'm actually going to combine it it's only going to show me those people that have asked will combine receipts and when I talked about combined versus one-off we're talking about combined is let's say for example I have made donations I made ten dollars a month for the last year and I've said yes I want to have combined receipts and you choose to only receipt them at the end of the year that means at the end of the year I'm going to get one receipt for all of those transactions all on one receipt as opposed to me one off if I've donated $10 a month every month of the year I'm gonna get at the end of you I'm gonna get one receipt transection okay so back to the reconcile window diem if I've got a person in the ER that's only gonna get receipted after the city first of March what should I do in the reconciliation window so I know where I want to receive only one receipt or do they want to receive when were they only one seat but I'm not going to send it until after the 31st of March but meanwhile they've paid of February donation why automatic payment yes I want to process the payment so then it shows them near rickles but I don't want to issue a receipt until after the 31st of March that's fine you just leave it exactly as it is here and you reconcile it this is then once this has been reconciled it's going to show a profile as being received but it weren't implement seated so basically reconcile it so that disappears from the reconcile screen and then this later than the receipt screen waiting for you to receive it at the interview Rock I can't just leave it it'll wait until you read it matter whether you do receipts daily weekly monthly or annually they'll just be sitting there waiting to be done okay excellent thank you does that answer your question it does thank you so just getting back to this over here like I said this is because Daniel will these two defaults are showing here because Daniel Wilson's profile has one of verses combined and it has received her household versus individual in his profile so when I select that person if I change this to somebody else you'll see it might change depending on levy folks if you can see there that it's changed now don't worry about you can see that Lindsay's defaults are different and it's putting through her defaults but let's say for example that I know for this $1,000 she maybe doesn't want a receipt so I can just tick that it won't change her defaults in her profile it'll only affect a default on this one transaction right or let's say for example just with this $1,000 Lindsey has said that she would like a one-off receipt but heard people to sit to combine that's okay I can change it just on this one transaction it won't change my profile I can change your profile but I have to go into your profile change it but it's only going to change it for this one transaction okay okay so that is sitting at pool or your reconciling and the defaults coming through overly we just go back to the seating I think we covered it did anybody have any questions about the receipt templates this column on the side where it says annual receipt where you've defaulted it so that it won't they won't be received until the end of the year no that's defaulting to that template all right okay so there you can see these are all my different tip and templates it's just defaulting to the first one in the list and that's what I've called it annual receipt so these basically are all the transactions that have come in - in feudal and have been reconciled to a person mm-hmm yeah what does Mia's donate a hundred dollars and it's just gonna sit here and wait for me until I'm ready to receipt it right yeah okay so that is then your receipts setting up your receipt templates and your email templates like I mentioned earlier there is also a health document that gives you tips on what to check for your year-end okay so that's just at your URI and just go through this list and make sure that everything's being set up it'll give you some hints as to what you need to sit up you want to check that your numbers are matching your accounting system you can run some reports to do that check that the people have the right amounts again you're checking against your financial software whether it be 0 or in yov or something like that you want to set up your email receipts your templates and your receipt templates etc and you want to make sure that your people your each contact details are correct so in other words like I showed you earlier we've got these defaults here so what these defaults mean basically is Lindsay is hit to receipt to individual that means that maybe Lindsay has made all the payments and she wants the receipts in her name that's fine it's it's individual if however Lindsay is the person in the family who makes all the payments but she would like the receipts to go in a to her husband and wife sorry the receipt needs to be in the name of the husband and the wife then you said it's hassled or you could even have it that they wanted in the family trusts name and the is where you put in the alias thoracic alias the other default that we've spoken a little bit about is that combined which like I mentioned is the difference between the one author or the combined is that at the end of the year when Lindsay has made Dean transactions and she wants in one off she's gonna get one receipt per transaction so each one is going to be on a different receipt as opposed to its it to combine where at the end of the year she's made ten transactions they're all going to show up on one receipt number so those are the defaults that you want to make sure that they are correct you can also set up if you're you can set up some defaults so that all your contacts have the same defaults and then just change those ones that I won't need to be different it's a good administration system finance and at the bottom here you've got your default receipt to is set to individual and default receipt win is combined so for any new people that you add to the database those are going to be their their defaults and then you can just change those that want to be different if for example you've got all your contacts set up and they may be all set to different defaults you can let us know and we can change them all to a particular default if you want them all the same we can do that quickly and easy for you on the database saving me at a time of logging in and changing each person individually okay so that is basically getting ready for and resetting I think what we should do is we may just run through basic finance steps so basically what happens when transactions come into and Friedel how they come into in fuel and then what we do with them and then we'll cover some questions so basically if you've got your inferred or set up to integrate with zero what that looks like is as you know sandy and it's once a setup to interpret with zero and here the looks at zero every three hours and we will pull any new transactions through they will then show up on your dashboard make sure that you have this finance widget over there and that then just prompts you to say that you've got all these transactions to deal with if there's no transactions over here then it's just telling you that and fuel has not found any new transactions in the area to bring through and there's nothing for you to do if you want to go and reconcile those transactions and you go through to reconcile and we'll take you to the reconcile screen and then you deal with those which we'll do in a moment I'm broken and Melissa are you going to be importing your transactions into in crude oil yeah okay will that be from your bank statements or from your and export out of yours financial subway will be an export so coming to the file format but you'll be from the bank okay so this is how you would do this you would go then to finance banking statement import you need to just allocate it to a bench and then you're gonna choose your file right what you've now saved on your local computer choose it and then set up your format no CSV file and then you just need to follow these steps here to make sure that you've got your CSV format import sitter and you're matching up the columns in the fields right the service for the what is that Curie fix is it all there's the same fields okay yep I think yeah we can help you when you get started with that as well though because you guys have just gotten started you haven't got any of your transactions in the interview or we have data for you yeah we're just in their process okay well when you get to that point we can talk you through this as well okay all right there's another way of getting transactions and yes so we've got the one option is where your integrate with Xero and boodle pulls those transactions through to include all from Xero or you like we just showed you now you can import statements either be your bank statements or files that you have exported from your financial package so that's one another option the third option is to add your own manual transactions and that we do simply by going to finance transactions you can either add a single transaction or you can add in bulk so this may be even relevant for you guys sandy and even though you're using Xero we're going to need to appear importing your transactions that may be relevant if so you've got somebody standing there with you at an event and they've just donated $100 or $1,000 and they want a receipt straightaway so you don't have time for it to be landing up in your bank account and then showing up on the statements and either going to 0 or being imported by your statement they're actually standing there and they'd like a receipt straightaway so what you can do is you can add a manual transaction so what we do is we click on add a transaction which is your batch number and we just going into the information when you're adding this transaction and if you don't wants to know who's your presenter this transaction so who is this going to be allocated to you the default is to search by name but you can change who your defaulting so for example if you don't know their first name you can search by their household name what have been somebody totally new if they totally knew them then what you need to do is create them first you need to add them into the database all right you can do this you can go and this is a quick way of doing it so you can either go in and add them by going to this quick ed over there yep adding them as a person or you can just type it in here and it's a I think it's somebody that I haven't put yeah I don't know whether there's a mini mass no there isn't so there we go I'm trying to find Minnie Mouse but she's not in yeah so I can just do a quick add thing and it allow you to add her into the database all right okay yep rather than going out of the screen and adding room but this this you can do either way it's the same thing and then come back in to add this transaction so in this case now let me pick somebody who has no it would be that it's not going to find me just me save me there we go so I've allocated to Lindsey Jones her default will come through so these are her defaults she wants to receipt to the hassle but if in this case just this one transaction she's happy to receipt it or she wants to change her default you can change it there when to receipt so in this case in just once a one-off so she just wants one receipt for this one transaction so you can see that her original default came through but we're gonna not change it just for this one transaction she's given you cash but maybe she's paid by f+ so we've got $100 this yellow box over here is just coming up because when I entered her name in feudal has found that there are a couple of forms that she has filled in in futile forms and she's donated Maya in feudal forms and so basically what in feudal is wanting you to do is if it matches one of these forms you can then mark it as paid all right so what I can do is just find one that matches and there I can say that this is actually so she's at the conference she's paying for the registration matching this form I can then mark that is paid okay so they would mark that one is paid and I can add a nurse if I want to because I'm going to be doing the receipt now you can allocate it to a bank account and I can now this is an event which is playing for I don't have any events in my demo side I'm just gonna pick something else re so you can then allocate it to in a concrete if that's what you want to do let's say that this was going to be a donation okay um you know like you've put that against to a conference registration won't just go against whatever code that you created that cost on you know that change yes but if you have so that is on a form but if you haven't allocated it to an account code then you you would need to do it over here as well let's all find that if that conference form or set up to allocate to an account code but if you hadn't done it you've got the option to do it here as well okay so you can see here that I'm bearing in mind that chin has paid $100 so you can see there that I'm only tagging $50 so you can see that it there's no safe but nobody yeah because it's reminding me that I haven't fully allocated the whole amount to be that edit split and so let's say that this was for a other revenue and now assume you'll see that as soon as I add that other $50 this is going to be a Save button over these so it's just a reminder that you can't save this when you haven't finished allocating it to if I don't want actually mean it Save button hundred oh yes oh sorry is 150 that's right there we go so I've still got 50 dollars to allocate you can see now that Save button comes up so it's just that reminder so then what I've got left to allocate is zero so will that information now go back to you here oh not automatically but you can push it up to zero yes that will show on the bank for you wanted yeah yes so there we go transaction and now if we go to Lindsey Jones and we go to the finance tab we can see that one hundred and fifty dollars is being receipt is showing up in her profile and now we just need to receipt it so this is where you would then find that transaction and push it up to zero on the screen then I'll come back to the end so now let's say we've got Lindsey here and we just want to find her receipt so in this case because I split that $150 and I she had been tagged to get one off receipt so now it's going to give one receipt per transaction so there's the hundred and fifty dollars there's the two transactions but remember I split it between the donations account and the other ribbon you counted because she was set to one off then that's why it's then gone and put it as two separate transactions so now basically what I'm going to be able to do is if she wants me to print it out I can then just choose to print it off and I generate that receipt and it's done for me okay I'm just going to do that here quickly so you can see it you mail it you can see the stitch that it takes basically it's now telling me they're following receipts I've been emailed to receipts have been emailed and laughed as reconcile now when I go back to Lindsay's profile and I go to the finance - now you can see that those have been receipted of it it is a receipt number and you can actually download the receipt if you want to well I can't me but did you reconcile it before you printed it before you repeated it or just going to the receipt window probably well going to the adding an individual transaction covers it so basically what you're the only time you need to reconcile is when those transactions are coming in from an external source like zero or your bank statements and then you need to reconcile it but because you're adding a manual transaction you're reconciling it while you're adding it in the process is basically just saying I've got this transaction coming in through the money on the link appear in and Friedel when you're adding that manual transaction you're automatically putting it in and choosing who it relates to so really this is your reconcile process wrathy just that step okay just something I wanted to mention ice it's like something click on the finance tab but it you may not see it in your in your when you're logging in and that's simply because you can choose whether that is a default tab that you see or not so if you don't see it just click on that little cog over there and either click on the finance tab so if I for example this one here is white that's star I'll make it kind of see-through then you'll see it - this appears over there so if you're not seeing it it's more than likely see through it just click on that little star and it'll just rather be so you can either come in here and click on the finance tab or you can click on it make it white so that you don't have to do that extra click and it'll take you to that honeymoon does anybody have any questions that's good so basically what your steps are is that the money comes into your bank account however it gets there and then it goes through to your financial software sandy and Jen in your case it goes through two zero and zero and foodle will look at zero every three hours to pull those transactions through you can then go and reconcile it rogon and Malita in your case it's you'll be then importing your transactions doodle and then you'll need to reconcile them so you would go to finance reconcile select the that you want to reconcile you're going to then this is the information that's pulled in from your external source and this is the person you're going to match it up to and feudal does a quick search to see who it's going to match up to or and if that's the wrong person then you can change that you can also then split it so for example if they looked full of thousand dollars it's going to donation that's fine you can leave it at that and just click on OK and that will reconcile it if this is a transaction that needs to be split then you click on the split screen button and it'll allow you to split that transaction further down the third option is don't import so in your case this may be relevant rogen in the Nita is that when you are importing your transactions from the bank statement you can't choose which transactions you can you import it'll just import everything so it's going to bring things through like your charges or your interest income which is not really relevant to in feudal so what you do isn't it say for example if this was an amount for your interest income and it's not relating to in fuel you just click down import and it won't show up in a feudal that's good but if this was a transaction that you need to receipt and you want to split it further so let's say for example the accountant has made the donation of a thousand dollars for the Wilson family homestead and you need to split that between two of the members so they get their individual receipts we clicked on split to get this screen $500 is for donations for Cheryl and either this is the other $500 because it's been futile to reminding me that I've sobered $500 to allocate it's either for also for Cheryl for maybe membership all this could even be for any other Wilson so you can split at one single amount coming into a poodle by different people or for the same person by different account codes or different items so you'll see as soon as I put in the $500 this weed alert is going to go away and then I can reconcile it so once however your transaction comes in with a 3-0 or you little bank statement imports it'll show up and the reconcile screen you can then go and reconcile it once that's been reconciled then you move on to your seats and like I mentioned earlier these transactions are just sitting here waiting for you to receipt it doesn't matter how long they wait or it doesn't matter how often you do your receipting whether it be daily weekly monthly or annually they'll just be sitting there waiting for you to deal with him in Moodle also has something yeah does somebody have a question on your maintaining templates this adding thing that shows quite easy yes you can just add it as an image right okay yes thank you need it somewhere in particular you can just download it then to this oh you can just save it on your local machine and then you can upload it as an image okay I'll show you that quickly if you like and I'll get back to statements in a moment so basically wherever you want this signature this is the signature we're talking about here just a an actual physical signature are you then you just click on that little image button over there and you can just go and find your source on that image okay okay okay just going one step back I was talking about and so yeah it doesn't matter whether you do your receipts daily weekly and me whenever you do them and they're just such you're waiting um just bear in mind when you do do receipts so for example what Disney has donated $100 once I received that $100 I cannot generate another receipt for that hundred dollars because it's got a unique number and for obviously legal purposes and tax purposes that unique number is allocated to that hundred dollars you can't generate another receipt for it what in feudal does have though is statements and and that is really useful in that maybe you want to do your receipts only at your end so you generate that unique number allocated to that transaction at the end of the year but during the year your donors want to know you know how how much of our donated sofar and they're keeping up with what I said I would have I forgotten a month or something like that you can then run statements basically you can run a statement for different time periods you can run it for the same transaction over and over again and it's just really a summary of what people have given but there's no unique number attached to it so generally what we say best practices on feudal during the you generate statements for people whenever they ask for generated quarterly whatever you prefer and then maybe or resetting to be done at the end of the year when it generates that I'm unique against that transaction any other questions um I have one regarding the groups how to you know the groups that can see what work that you're doing you need someone phenomenal it might be staff and it might be somebody else how do you control it okay so that's a good question so that's going to groups now and that's basically setting up a group and then let's say for example we've got our stock route you create a goal a grid chord star and then you add the movement so basically if I'm saying that only my staff group can access something maybe it's visibility on a certain receipt template and then that means anybody in this group here is here's image group can see that team place if they're not in the group they won't be able to see it does that answer your question yep so I can create new groups and delete which people are going to be members of it absolutely so if I've created a receipt template or an email template or I've added a note or anything and I've allocated that only the staff rip can see it but there's only three people in that stock group only those three people will be able to see it let's say for example tomorrow I add in another person and are these four people so that fourth person will be able to see anything that's also rich respectively added as well but until they're in that group they won't be able to see it okay yep great thank you any other questions oh good like I mentioned all of this is in our help ducks you're welcome to go and just have a look there all the finance side of things is getting started it's all there as well and the yeren document as well you get stuck don't hesitate to contact us and we'll see if it'll help [Music]