Consolidated Statement Settings
A. Statement Attachments
B. Statement Table Definitions
1. Navigate to ProntoPlus Settings | Consolidated Statement | Statement Table Definitions.
2. Click the Add Table Definition button to add new table definition.
3. Add Tabel Definition
a. Variable Name - name of the variable and the tag word to be inserted into your email template.
b. Active - toggle to enable/disable the table definition.
c. Table Definition - set the table customisation that you want and insert the variables that you created in receipt naming and receipt variables.
4. ProntoPlus has default Statement Table Definitions.
CSV File: Updated PPlus ATS Table Definitions.csv (sharepoint.com)
C. Statement Table Variables
1. This variable can only be displayed in the table.
2. Navigate ProntoPlus Settings | Consolidated Statement | Statement Table Variables.
3. Click the Add Table Variable button to add new table variable.
4. Add Table Variable
a. Variable Name - name of the variable and the tag word to be inserted into your email template.
b. Object - the object from which the dynamic content will be pulled.
c. Object Fields - the field on the object from which the dynamic content will be pulled.
d. Priority - topmost priority is 1.
5. ProntoPlus has default Statement Table Variables.
D. Consolidated Statement Variable (PPlus)
1. You can add this variable in the body, header or footer of the Consolidated Statements. This variable can’t be displayed in the table.
2. Go to Setup > Custom Settings > Consolidated Statement Variables (PPlus)
3. Click Manage
4. Click New to add.
a. Name -
b. Object Field - the field on the object from which the dynamic content will be pulled
c. Object - the object from which the dynamic content will be pulled.
d. Priority - topmost priority is 1.
e. Variable Label - optional
f. Variable Name - name of the variable and the tag word to be inserted into your email template.
E. Settings
Consolidated Statement Settings. Navigate to ProntoPlus Settings | Consolidated Statement | Settings.
a. Show ATS Line-by-line Breakdown - if disabled, it will show only the total amount of the ats. If enabled, it will show the name of the allocation.
b. Show ATS Total Amount - if disabled, it will not show the ats total amount.
Email Specification section
a. Attach PDF Version of Emailed Consolidated Statements - if disabled, the consolidated statement is sent as email HTML only else consolidated statement sent as email HTML with an attached PDF version of the consolidated statement.
Sender/Recipient Information section
a. Org-Wide Email Address -used to specify the email address of the sender email of the statement. For example, by default, any emails sent from Salesforce are sent from 'no- reply@salesforce.com'. You can change this to the email address of organisation-wide email address you have set up.
PDF Template Specifications section
a. Template - the default template that will be used in generating Consolidated Statement.
b. Display Type - this is how the donation displays in a list within the fiscal year, whether it’s Group per GAU, Group by Campaign or per donation.
c. Currency - enter the currency to be used on the Consolidated Statement (Ex: AUD)
d. Log (URL) - enter your URL logo of your company/business.
e. Next Statement Number - the number of the statement which will be automatically generated for each individual Consolidated Statement.
f. Date Format - date format to be displayed on the PDF. (Ex: dd/MM/YYYY)
g. ATS File Name - the file name of your Annual Tax Statement when generated.
h. Tax Deductible Header - customise the header text for the Tax Deductible Donations table.
i. Non-Tax Deductible Header - customise the header text for the Non-Tax Deductible Donations table.
j. Header - the header to be displayed on the PDF.
k. Footer - the footer to be displayed on the PDF.
Task Creation section
a. Enable Task Creation -
b. Task Subject on Consolidated Statement
F. Opportunity Criteria
Opportunity Criteria
a. Include Anonymous Donations - if enabled, it will include all anonymous donations
b. Opportunity Record Types (could be multiple) - the record types that will be included in generating consolidated statement
c. Exclude All One-Off Donations - exclude all one-off donations made in that specified financial year and only show donations linked to Recurring Donations.
d. Opportunity Stages Names (could be multiple) - include the opportunities with the specified Stages Names
e. Opportunity Donation Type - can generate statements for all Closed Won opportunities with Donation Type: Individual only, Anonymous, Organisation only and Household only.
G. Enable Features
Navigate to ProntoPlus Settings | General Settings | Enable Features.
a. If the Salesforce Files toggle is enabled, the receipts and consolidated statements are saved as Salesforce Files. If the Salesforce Files toggle is disabled, the receipts and consolidated statements are saved as Notes and Attachments.
H. PDF Template Specifications
On ProntoPlus Settings > Consolidated Statement > Settings > PDF Templated Specifications, on the “Display Type” field.
If Grouped per GAU is selected as the display type if the Account/Contact has a Opportunity that is Closed Won and the total Amount of the GAU allocations are equal the parent opportunity amount Consolidated Statement will be generated successfully.
I. Hard-Coded Variables
These are the hard-coded variables that you can add on the Email Template. Please check the link.
Hard-Coded ATS Variables (NO link attached)