The Campaign Statement page allows you to view and downlownd a statement of accounting activity for a campaign, together with account totals (spend, invoice totals, payment totals, etc).
Downloading a Campaign Statement
To access and download the Campaign Statement:
Go to Accounting > Campaign Statement
Use the Campaign tiler to search for a campaign
Select an Option:
Campaign Balance (Default)
Bill
Credit
Invoice
Payment
Apply Filters
Relevant data will be displayed on page together with the Reconciliation module
Click Download Statement to download an .xlsx file breaking down the campaign.
Reconciliation Module
The reconciliation module is an overview of campaign totals. By default, the module will show you, each as a dollar total:
Approved Orders
Custom Items
Credit Notes raised
Contributions Received
Campaign Balance (Total Invoiced - Payments Received)
You can click Show More to view other account totals.
