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Brad Egberts

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Recent activity by Brad Egberts
  • Year-End Utility

    The Year-End utility automates the process of closing the current year and opening the next. During this process, all income and expense accounts will have their balances set back to $0.00 for the ...

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  • Preparing for the Year End

    The year end process in Finance is the act of closing the current fiscal year and opening next year’s fiscal year. After you have closed the current year, you will no longer be able to add, edit, o...

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  • Clean-up Utility

    This utility will delete pledges and offerings dated older than 10 years ago. It is optional and not required to complete the year end. Make a backup of your database. To access this utility, clic...

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  • Clean-up Utility

    The Clean-up utility helps you purge old records from your data. For this reason, it’s recommended that you only run this after the year end is complete to ensure the proper information is purged. ...

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  • Year-End Checklist for Contributions

    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 Mo...

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  • Clean-up Utility [Legacy]

    The Clean-up Utility allows you to delete events beyond a certain date. Note: It’s recommended that you make a backup prior to running this utility. See the page in the front of the manual entitled...

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  • Update from Membership [Legacy]

    When Contacts are added automatically from Membership, the information on that Contact is brought into Scheduler. However, once it is in Scheduler that info will not automatically change. For examp...

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  • User-Defined Holidays [Legacy]

    This tool allows you to create your own holidays in the Scheduler module. This can be very useful for something like the church’s anniversary or a yearly church picnic. Access the User-Defined Hol...

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  • Calendar of Events [Legacy]

    The Calendar provides a fast, easy way to see what Events are scheduled and when. Day Tab: The current date shows on the bottom left button and the selected date (blue) shows on the bottom right bu...

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  • Room Usage Report [Legacy]

    This report presents you with statistics on your room usage. This will in turn help you determine which rooms are getting used the most and which are used the least. You can then use this data to d...

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