Offering End of Year: Troubleshooting: 

Please ensure you have reviewed our Basic and Advanced checklists before continuing with this article. 

Are you running into complications with your statements or tax receipts for your organization? We have articles to help you resolve the difficulties you are experiencing.  

• Are you missing contributions on your statements?
  • How to find missing contributions
• Do you need to make contributions corrections?
  • How to create a correction batch
  • How to edit a contribution that was not entered through a batch
• If you have trouble closing batches, see Why can't I close my batch? or Why can't I close a batch that has been flagged for Review?
• Are you missing any of the following? If yes, see How to configure filters for donor reports
  • Is a specific payment type absent?
  • Do your families have complete mailing addresses?
  • Is Send Mail checked?
  • Is the contribution zero dollars?
  • Is the contribution marked as non-tax-deducible?
• Ensure staff has correct fund permissions, so all contributions show on statements or tax receipts:
  • How to manage fund permissions by staff
• If the family name is not displaying correctly, see Autofill family names doesn't populate all fields correctly
• Learn how to audit your family names and address:
  • How to audit your family names and addresses using Donor reports
• Are you struggling with getting your signature image the correct size? See our in-app help article: How to create a Signature Image
• Do you want more spacing between your Greeting and Signature? You can add enters before and after your body of statement to help with this:
  • How to create a body of statement to add to your donor statements
• Additional troubleshooting articles:
  • How to void a Canadian tax receipt
  • Why does my letterhead graphic stretch across the width of the page?

Still having trouble? 

If you are still having trouble, contact us via email at support@parishsoft.com or give us a call at 866.930.4774 x2.