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.
» 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.
» Run the cleanup utility.