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  2. Current Contributions

Current Contributions

Introduction to Contributions

  • Introduction to Contributions Module
  • Contributions Dashboard

Giving

  • Batches
  • Batch Entry
  • Batch Posting
  • Recreating a Batch Report
  • Import/Export Shepherd's Staff Batches
  • Import from other giving source
See all 19 articles

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
See all 7 articles

Analysis

  • Behavior
  • Top givers
  • Giving Patterns
  • Giving ranges

Reports

  • Email Contribution Statements
  • Contribution statements
  • Envelope box labels
  • Envelope box export
  • Envelope reference
  • Giving by month/year
See all 9 articles

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
See all 16 articles

Webtools

  • Accessing WebTools
  • Entering Contributions
  • Editing a Batch in Webtools

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