Formatting Client Statement

Susan Walko
Susan Walko
Name Dropper Participant First Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I am trying to make changes to statements, but BlackBaud does not see to have to have the capability. 1. Move logo to a different location on the statement. 2. Add “prior month balance” - instead of showing each month open - just a one line total.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Susan Walko
    For logo, you can't move it, your only choices is size with this box :

    86ce4a0f6dd0fe41a2d56a489461cae7-huge-im

    For the transaction summary, there should be this button under the Dates field, should summarize all transactions regardless if they are in multiple periods :

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    Tried it yet?

  • Susan Walko
    Susan Walko
    Name Dropper Participant First Anniversary Facilitator 1

    @Kevin Brazell I had already done all of those things for formatting.
    It might work if I was able to remove these lines after the summary. I will play around with it. Thanks

    98c2250fff600102101584097b0cecbb-huge-im

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