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Contact statements & reports
How to see the balance for Contacts by Activity Account
Watch Video Click the Contacts icon in the sidebar. Select Contact Reports (from the tabs). Then choose Activity Account Balance...
How to Create & download statements individually or in bulk
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This...
How to Create & email statements individually or in bulk
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This...
Statement Templates
In this article, we'll walk through how to create statement templates to fit your group's specific needs.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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