Ledger

Period:

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Revenue by Category

Expenses by Category

Recent Transactions

Partner Equity

All Transactions

Year:

Account: Type: From: To:

Chart of Accounts

Statement of Activities

Cash Basis Income Statement

Statement of Financial Position

Balance Sheet

Transactions to Review

Record New Grant

Recipient Name / Organization

Grant Amount ($)

Date Paid

Purpose / Program

Status

Notes

Grant Summary

All Grants

All Companies, Side by Side

Time Period

Spending by Category

Income vs Expenses (12 months)

Recurring Transactions

Liabilities & Debts

All Personal Transactions

to

Donor Information

Donor

Donor Full Name

Donor Address (optional)

Donor Email

Receipt Date

Pick an existing donor, or type a name below to save as a new donor on submit. With a donor selected, edits below appear on the printed receipt only.

Donation Details

Donation Type

Description of Donation

Quantity

Fair Market Value ($)

Retail Value Before Discount ($)

Memo / Notes (internal)

Ledger Options

Post this receipt to the general ledger Cash already received (deposit to checking)

-

EIN: -

Receipt (allocated at issue)

-

Total $0.00

Past Receipts

Annual Giving Statements

Tax year

Consolidates every issued or sent receipt for the donor in the calendar year into a single IRC-compliant PDF. Voiding a statement allows a fresh one to be generated.

Invoices

Hide voided

Funding Requests

Hide voided

Branding & Document Defaults

Logo (PNG/JPG, max 2 MB)

No logo

Recommended dimensions: 600×240 px (2x retina) or smaller. SVGs accepted but may not render in PDFs.

Legal Name

Brand Color (hex)

Address Block (multi-line)

Email

Phone

Website

Footer Text (printed at bottom of every doc)

Default Terms

Brand Color preview

A/R Account Code

Default Revenue Account

Sales Tax Payable Account

Sales Returns & Allowances (credit memos)

Sales Tax Jurisdiction

Home state for sales-tax remittance. Used by Admin Center → Tax Exports → Sales Tax.

Sales Tax Filing Frequency

Entity Tax Classification

Owner-only. Drives which Tax Exports subtabs apply to this entity.

Payment Methods (printed on invoices and funding requests)

Email Defaults

Sender address is fixed by the server (SES_FROM_EMAIL) and not editable per company.

Reply-To

Where replies land. Defaults to the company Email above if blank.

Default Subject Template

Variables: {{doc_label}}, {{doc_number}}, {{issuer_name}}, {{customer_name}}, {{total}}, {{due_date}}.

Default Body Template

Same variables as the subject. Editable per-send.

Receipt Defaults (501c3)

Defaults used by Donation Receipts and Annual Statements. Per-receipt edits override the disclosure text at issue time; the snapshot freezes on issue so later edits don't change past PDFs.

Address Book / Contacts

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