Introduction to Contributions

• Introduction to Contributions Module
• Contributions Dashboard

Giving

• Generate Recurring Offerings
• Batches
• Batch Entry
• Batch Posting
• Recreating a Batch Report
• Import/Export Shepherd's Staff Batches

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Updating Data

• Delete Contributor
• Deaths
• Divorce (or Separation)
• Handling Marriages
• Editing a Posted Batch

Summaries

• Sum by fund, day
• Sum by fund, year
• Sum by fund, year (across)
• Sum by year and month
• Sum by fund, year, month
• Sum by contributor, year

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Analysis

• Behavior
• Top givers
• Giving Patterns
• Giving ranges

Reports

• Contribution statements
• Email Contribution Statements
• Envelope box labels
• Envelope box export
• Envelope reference
• Giving by month/year

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Tools/Settings

• Rebuild envelope names
• Customize Field Names
• Do not use nicknames in envelope names
• Create attendance batches when posting offering batches
• Statement signature image
• Renumber Envelopes

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Webtools

• Accessing WebTools
• Entering Contributions
• Editing a Batch in Webtools
• Import from Web Tools