Using Wave to send Donors Year-end Statement

SYCSYC Member Posts: 2
Is there a way to export transactions linked to a customer? I set up our donors as customers and linked them to their donation in accounting transactions. At year end I'd like to send them each a report for tax purposes.

Comments

  • JordanDJordanD Administrator, Moderator Posts: 501 admin

    Hey @SYC! In full transparency, Wave was not created with donation tracking in mind, so this type of a feature does not currently exist within Wave. The best way to do this will likely be to export your transactions out of Wave, and likely use an excel sheet to filter the specific transactions that you are interested in. I acknowledge that this will likely be time consuming but will get you the information that you need, since Wave wasn't built with this in mind!

  • SYCSYC Member Posts: 2
    Thanks for the response! I did just what you suggested last week as a trial. It is a good work-around and will suffice.
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