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    Income Statement Personalisations
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    Income Statement Personalisations

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    Note regarding the formatting of Personalisations - 23 Jan 2025

    We are aware of an issue where after Personalisations are added and then edited and formatted (for example: bold, intalic, adding spaces) that when the statement is generated, the required details are not being displayed.

    For example:
    image.png

    The Solution
    When you have finished editing the Statement and personalisations were edited you will need to edit the underlying HTML. To do this:

    • select from the menu, View, then Source Code

    image.png

    • you'll be presented with a screen that looks similar to:
      image.png

    • remove any &nbsp ; and replace them with actual keyboard spaces, and

    • put a space between any other HTML, e.g. < bold >, and the preceding or following infoodle personalisation tags.

    For example:
    image.png

    If you have any questions about this please send an email to us at support@infoodle.com.

    When this issue is resolved, this notice will be removed.

    These personalisations are only available for when generating Income Statements.

    Most of the personalisations described in the Donor Statements can be used in income statements too. Go to this page for an explanation and whats available.

    {incometagdecode}
    When you are using Tracking Category for recognising income, this shows the infoodle name for the code. Generally would be used as a title.

    {incomecampaign}
    When you are using Campaigns for recognising income, this shows the campaign name.

    {incometransactionlist}
    This produces a list of all the transactions recognised for this income recipient that match the criteria. There are a range of fields you can include. If you dont include any then those identified are shown

    tagmeaningshown when nothing selected?
    dateDate of the transactionYes
    amountAmount of the transactionYes
    donornameName of the individual donorYes
    donoraddressAddress of this donorYes
    donoremailEmail address of the donorYes
    fee:2%If you reduce the total available by a fee, you can add this here, changing the number of the percentage. An additional fee line and nett is shown if its included.

    Note that if the donor has been identified as some one who wants to be Anonymous (in their finance settings), then the word Anonymous will appear in the first one of donorname, donoraddress, donoremail, leaving the remaining ones blank.
    example: {incometransactionlist date amount fee:2%}

    {incometransactionhistory}
    This produces a monthly breakdown of people who have donated and/or pledged to this recipient over the previous 12 months along with some stats if required.

    tagmeaningshown when nothing selected?
    donornameName of the individual donorYes
    months:12The number of previous months to showYes
    monthtotalsThe total received over the periodYes
    monthaverageThe average donation received over the periodYes
    monthpledgeThe monthly equivalent of any pledges e.g. an annual pledge will be shown here divided by 12Yes
    eachpledgeThe amount of a specific pledgeYes
    pledgefrequencyThe frequency of the pledgeYes

    example: {incometransactionhistory donorname months:12 monthtotals monthaverage monthpledge eachpledge pledgefrequency}

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