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Banana Accounting Extension

Donations statement for associations

Productivity
Universal

Banana Accounting allows you to create donations statements for Associations in a very simple and fast way, without the need for external tools such as Word.

Get started with this extension

Extension documentation

A donation statement is the proof of a donation that is voluntarily donated to an association. This association must release a statement certifying the receipt of the donation.

With this BananaApp you can create a donation statement for donors registered in Banana Accounting (using the cost center CC3).

Banana Accounting example files are also available:

Installation and usage of the App

  • Install Banana Accounting (version 9.0.5 and above).
  • Install the BananaApp Donations statement for associations (visit the Manage Apps documentation).
  • Once installed, the App is visible and ready to be used from the menu Apps.

How to create a statement of donation

  1. Insert all the Association's data on the address tab of the accounting file.
  2. From the Menu Apps select the Donations statement for associations App.
  3. Insert a period in the dialog window.
  4. Complete the dialog fileds and click Ok.

Settings dialog

To enter the data, double-click in the 'Value' column field.

  • Insert account member (empty = print all)
    • Insert an individual account (e.g. "10001").
    • Insert multiple accounts separated by a "," (e.g. "10001,10002,10005").
    • Let empty to print a donation statement for all the registered members.
  • Minimum amount of the donation: accounts with balance below this amount are not included. Default value is "1.00" (e.g. accounts with zero balance are excluded). Insert "0.00" to include accounts with zero balance.
  • Texts
    • Use standard texts: check the box to use the default texts (any personal texts will be overwritten).
    • Title (optional): insert the subject of the letter.
    • Text 1 (optional): insert the text of the first paragraph.
    • Text 2 (optional): insert the text of the second paragraph.
    • Text 3 (optional): insert the text of the third paragraph.
    • Text 4 (optional): insert the text of the fourth paragraph.
    • Include donation details: check the box to include a summary table of donations.

      For all texts:
      You can mark one or more words or even the full text in bold.
      To get the desired word in bold, enter it in double asterisks (e.g. **word**).
      To get the full text in bold, insert two asterisks at the beginning of the text (e.g. **text...).

      If the following values (in english) are inserted in the text lines, they will be replaced by the corresponding values (e.g. <Account> is replaced with 10001):
      <Period>: selected period
      <Account>: account of the member
      <FirstName>: name of the member
      <FamilyName>: surname of the member
      <Address>: address of the member
      <StartDate>: start date of the selected period
      <EndDate>: end date of selected period
      <Currency>: currency
      <Amount>: amount of donations.
       
  • Signature: insert the name and surname of the person issuing the statement.
    • Location and date: insert location and date of the statement issue.
    • Signature with image: check the box to use an image as signature.
    • Image: insert the image to be used. There are two possible ways to do this:
      • documents:<id_name>: to use an image saved in the Documents Table, where <id_name> represents the name entered in the ID column of the table (e.g. "documents:signature") ; or
      • file:document/<image_name>: to use an image saved outside Banana, but in the same folder as the .ac2 file. Also indicate the extension of the image .png or .jpg (e.g. "file:document/signature.png").
    • Image height (mm): change the height of the image to resize it. The height is in millimeters.
       
  • Styles
    • Logo: include the logo in the header. The logo is defined with the command File → Logo setup.
    • Logo name: enter the name of the logo composition to be used.
    • Font type: define the type of the font. Default type is "Helvetica".
    • Font size: define the size of the font. Default size is "10".

The data entered are used to generate the report, which you can then save and print.

 

Dialog example:

Example of statement:
Donation Statament for Associations in Switzerland

Example of statement with details:

 

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