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This checklist designed as
a guide for your year-end procedures. Certainly, I don't
expect you to follow the instructions to the letter, but
you should do these procedures in this order. As always,
if you have any questions, give me a call.
users based on their contributions (Utilities
> Assign Envelopes for Next Year >
Automatically Select Users). You will
probably want to set the minimum donations
between $10 and $20 and the minimum gifts from 3
to 5. Version 3.1
allows you to ignore the donations for people who
registered after a specific date.
envelope users (Utilities > Assign
Envelopes for Next Year > Select Individual
Users). Scan the list for families that
have moved from the parish (and do not need a
number next year) or did not get selected by the
automatic process (and should be on the list).
Use the Tag and Untag
buttons to make changes to the list.
envelope numbers (either alphabetically by name
or based on the number they use this year) using Utilities
> Assign Envelopes for Next Year > Assign
||Print labels for
envelope boxes (Labels > For Envelope
Boxes). Version 3.1
allows you to print blank labels when numbers are
not consecutive. This ensures labels go on the
right boxes, but may waste labels if there are
many unused numbers.
||Print list with
new numbers (Reports > Family
Information > Envelope Numbers)
||Stick labels on
boxes of envelopes. If you have assigned all new
numbers, the boxes will be in both numerical and
alphabetical order, so sorting is not required.
If you have assigned the same numbers, you will
also need to sort the envelope boxes.
distributing envelopes at church.
numbers using the regular family information
window (just make sure you enter the correct
recording weekly donations from the prior year.
Note that you can begin recording donations from
a new year before the previous year is complete
(and before income tax receipts are printed). The
program will know which envelope number applies
to which year.
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