Statement Personalisations

Date personalisations

{date}

Todays date

{periodstart}

First date of the specified reporting period

{periodend}

Last date of the specified reporting period


Output the date using the format you specify

There are 3 options available with the personalisation "date"

{date}
This will output using your default date format setup in Administration / System / Date and Time

{datelong}
This will output using the format jS F Y. This means
(j) output the day excluding any leading 0 e.g. 3 rather than 03
(S) output the extension to the day e.g. st for 1st, nd for 2nd
(F) output the month using the long name e.g. December rather than Dec (use M for this)
(Y) output the year using 4 digits

You can use any of the available formats from this list.

Examples :
{date F Y} will output January 2018
{periodstart d F} will output 1 January
{periodend M Y} will output Jan 2019

{all items}

List a line of text which describes all the available pledges. The information on the line is customisable. by including words from the following list.

Note that the GST(or VAT) percentage is taken from the administration / system / finance / "Current GST Rate" field.

Keyword Description
date Date of transaction
amount Amount of transaction
amountnet Amount of the transaction net of GST(VAT)
description Decoded description of the transaction
campaign The name of the campaign this is for (if applicable)
tax If tax rebatable (deductable) or not
gst If there is gst (VAT) included in the transaction (output Yes or No)
gstamount Output the amount of GST(VAT) included in the amount
receipt The receipt number this transaction was receipted on (if applicable)
note
The note on the transaction
gaclaimed For the UK, this shows the Gift Aid amount that was claimed for this transaction
tc1decode Tracking category 1 decode (i.e. the value in infoodle it connects to)
tc1decode:description As tc2decode except when there is no decode, output the description
tc2decode Tracking category 2 decode (i.e. the value in infoodle it connects to)
tc2decode:description As tc2decode except when there is no decode, output the description


This personalisation also supports font tags (see details at the bottom of this page)

This personalisation also supports "conditional tags" (see details at the bottom of this page)

{openingbalance} and {closingbalance}

This displays the opening balance. This balance is calculated when the process of printing the statement is started. This balance is updated during the process of producing the statement depending on what is shown on the statement. The matching 'closingbalance' tag is calculated by taking the openingbalance and adding items from the following other personalisations.

- 'all pledge items' when the paidamount tag is used
- 'tax item list grouped' when the amount tag is used
- 'track1 group list' when the amount tag is used
- 'track2 group list' when the amount tag is used
- 'all items' when the amount tag is used
- 'income' when the amount tag is used

{income}

For those people who are connected to a tracking category (xero users only), as a 'recipient who receives money', this personalisation allows you to list the transactions received as income.

KeywordDescription
dateDate of transaction
amountAmount of transaction
donorThe name of the person who made the transaction


This personalisation also supports font tags (see details at the bottom of this page)

{pledges}

List a line of text which describes all the available pledges. The information on the line is customisable. by including words from the following list.

Keyword Description
start Date the pledge started (includes day, month and year)
end Last payment date of the pledge (includes day, month and year)
[end]to Shows the word "to" only when there is a last payment date set
amount The amount (in the currency) of each amount payable
frequency A descriptive text of the frequency e.g. One time or Every 2 month(s)
totalamount The total amount (in the currency) of the overall pledge
totalamountthisyear The total amount (in the currency) of the pledge that falls in the current financial year
campaign The name of the campaign this is for (if applicable)
paymethod The wording shown to the user from the payment method
note The pledge note


Example usage:
To show the amount the the frequency of all pledges, include the following text.

{pledges amount frequency}

If no words are included then the following is the default {pledges amount frequency start [end]to end}

Note that other words and letters of your choosing can be included in this text e.g. (the custom text is highlighted)

{pledges amount - frequency. Date range: start [end]to end}

{all pledge items}

This outputs a table of information related to pledges. Each column is evenly spaced across the page. One row is shown for each pledge item. For instance if you have a monthly pledge for 12 months there will be 12 rows shown.

Keyword
Description Heading on the column shown
date Date the pledge item (includes day, month and year). Date
pledgeamount The amount (in the currency) of each amount payable Pledged
paidamount To include payments made, show the paid amounts too. They are included in date order Paid
gaclaimed The amount of Giftaid claimed for this transaction (the claim needs to be filed to have a number here) Giftaid Claimed
campaign The name of the campaign this is for (if applicable)
Campaign
accountcode The name of the account code this is for (if applicable)
pledgepaidbalance The balance outstanding. A pledge adds to the balance, a transaction reduces the balance Balance
paidbalance This a balance that only adds the amounts paid. Pledge amounts are therefore ignored and the balance increases for each paid transaction. Balance
description For transactions, the description of the transaction item Description
note For pledge, the pledge note Note
tc1decode Tracking category 1 decode (i.e. the value in infoodle it connects to)
tc2decode Tracking category 2 decode (i.e. the value in infoodle it connects to)
tax For transactions, if the item is tax rebatable (deductable) Tax rebatable (translated)
gst For transactions, if the item is inclusive of GST (VAT or sales tax) GST (translated)
receipt For transactions, the receipt number Receipt
altgrey This instructs infoodle to alternate the background of each row between grey and white, the first row being white.
This helps the visual display of the table of data.


This personalisation also supports font tags (see details at the bottom of this page)

Example usage:

Just output the list of pledge dates, payments required.

{all pledge items date pledgeamount}


If no keywords are included then the following is used

{all pledge items date pledgeamount paidamount pledgepaidbalance}

{balance of statement}

By default this will output a total value for all pledged and paid items that would have been listed under the 'all pledge items' personalisation.

You can tailor it to only count pledges, or only count paid for items thus:

{balance of statement pledge}
{balance of statement paid}

{tax item list grouped}

These will output the list of tax rebatable items

Keyword Description
acdesc Description of the account code used
amount Amount of the items


{track1 group list}

{track2 group list}

These will output the list of items connected to the tracking categories

Keyword Description
acdesc Description of the account code used
amount Amount of the items
tcdecode Tracking category decoded into the name used in infoodle (persons name - or organisation name - or a campaign as appropriate)


{supportlist}

Keyword DescriptionHeading
surnameName of the donorSurname
firstnameName of the donor
Firstname
householdnameName of the donor when its an organisation, or the persons name (first and lastname)Name
organisationameSame as householdnameName
combinedaddressName of the donor
Address
address1Address of the donorAddress 1
address2Address of the donorAddress 2
areaAddress of the donor
Suburb
cityAddress of the donorCity
postcodeAddress of the donorPostcode
countryAddress of the donorCountry
emailEmail of the donorEmail
monthlytotalsA grid of months containing the amounts of each donation
totalA grid of the totals for each monthTotal

This personalisation also supports font tags (see details at the bottom of this page)

{supportkpis}

Keyword Description
budgetFrom the persons personal finance screen
raisepctFrom the persons personal finance screen
ytdbudget From the persons personal finance screen
ytdtoraise
ytddiff
ytddiffpct

This personalisation also supports font tags (see details at the bottom of this page)

Font tags

Some of the above personalisations appear in tables. Simply using the editor to change the font of the personalisation does not affect tables, therefore an additional tag is needed to tell infoodle to use the font within the table.

The format is font[dejavusans/12pt]

This has 4 parts

- font[ : the keyword, must be lower case and preceded by a space

- dejavusans : this is the font to use. dejavusans is a good one to use, alternatives are shown in the drop down choice of fonts in the edit

- 12pt : this is the font size to use. Again, use the same values that are available in the drop down list in the editor

- ] : Closing the keyword. There is also a space after this (or the closing } of the personalisation.


Conditional Tags

This feature allows for the scenario when a column needs to contain one of several values, depending on where that value is. This is typically used when trying to output the purpose a transaction was used for. In most cases "description" is sufficient. In curtain circumstances you may want to output the Tracking category Decode if its there, and use the description if its not.

To achieve this use the ^ between the field tags. e.g.

tc1decode^tc2decode^description

This outputs Tracking Category 1 decode if it has a value - otherwise it outputs Tracking Category 2 decode if that has a value - otherwise it uses the description.