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  • CN - Statements - Last Years Pledges Show On Statement

    If last year's pledges are showing up with this year's pledges on the Contribution Statement, there is an easy way to remove them. The first thing you are going to want to do is make a backup of your Shelby v.5 database on your server. After doing this, you can go into Contributions and then Utility > Maintenance and select ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 15, 2009
  • CN - Statements - Members Not Printing A Statement

    Any member that would have a Contribution Statement, but do not have Print Statement selected on their record, will come up in a list when you run Statements. You can then choose whether you want to print them. Note: If you choose to print them, Shelby v.5 will also check the Print Statement box on their record. If the ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 15, 2009
  • CN - Statements - Pledgers with Zero Balance Show Balance

    Problem Individuals who have paid off their pledges still show a balance on the Contribution Statement. Resolution This often happens when contributions received from the individual were posted before the pledge was created, and/or when the giving is not within the date range of the giver’s pledge. Users can also mis-post contributions by ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 15, 2009
  • Contributions - Statements - Form Alignment Issues

    What can happen sometimes when running statements is that each page may start a little lower/higher than the last page. If this happens, you can easily correct it by changing one setting. If you’re printing to a cut-sheet printer (laser, ink-jet, copier, etc.), set the paper type to Laser on the Paper tab in Modify Statement Design. If the paper ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 15, 2009
  • CN - Statements - Spouse Getting Separate Statement

    If you have selected Pledge with Spouse for your members in Shelby v.5, they should not get separate statements. However, you will receive a statement for anyone who has contributions tied to their record. If your report generates a statement for both a husband and wife who are marked 'Pledge with spouse' on their membership record, then the ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 14, 2009
  • Contributions - Which Statement Format Should I Use?

    The choice of statement format is entirely up to the user, and is dependent on what information is needed on the report. The following information may be used for guidance or general reference purposes. These particular formats are all designed for printing on standard 8 ½ x 11 in paper. You may edit the formats as needed, add fields you need, or ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 14, 2009
  • Contributions - Statement Formats Missing

    If you are missing one or more Contribution Statement formats, you can easily re-load them. The first step is to download the cnstmts.txt file from this link (right-click, choose save as). Once downloaded, copy it to the SSV5.DAT folder on your server. If you do not know the location of this folder, login to Shelby v.5 and click About ...
    Posted to Year End Assistance (Forum) by Stephen.ODaniel on December 14, 2009