Official Tax Receipt Calculations
As a registered Charity, we must print and calculate each official tax receipt issued in a Calendar year.
In Keela, How do we calculate the total amount of Official Charitable donations? I was able to download a copy of the receipts. However, there are quite a few. Is Keela able to calculate the total figure for using a report?
In Keela, all transactions logged as Donations are eligible for tax receipts. Therefore, you can calculate the total amount of these donations for a calendar year by generating a Custom Donations Report. I'd recommend checking out this Knowledge Base article which outlines the step-by-step process for generating a transaction report for a certain time period: Popular Transaction Reports (see all donations within a certain time period).
You can then use the Report's Overview and/or Calculations tabs to have Keela automatically provide the sum of those donations within that time period.
I've also recorded a brief video summarizing this on one of our test accounts. Click here to watch.
I hope that provides some clarification. Please let me know if you have any questions!
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