Year-End Checklist

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Here is a checklist of some things you need to do for your year end process.

This is not meant to be a complete list of items. There may be other things you include on your church’s checklist.

2 Months Until Year End

» Run the first four steps of the re-numbering process.

First Month of the Year

» Make sure that all offerings are entered and all Batches are posted.

» Print and Distribute Contribution Statements.

» Print any other Year End Reports you want—Some suggestions would be Contributions by Week and Fund Summary.

» Run step five of the re-numbering process. You will want to make another back-up prior to doing this step as some time will have passed between now and steps 1–4.

Optional

» Run the cleanup utility.

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