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!