If you plan to count the offering following the Sunday worship service and prepare the bank deposit, then this training is for you.
After this training, you will be able to operate the "Donation" computer program to do the following:
Note that you will complete all of these functions with the Donation app. You will NOT have to use Excel, an email client, or any other program.
Total time required: 20 minutes
Download the Donation Quick Reference with the blanks filled in.
Contact the wardens RIGHT NOW to let them know you have completed training... just complete the form below and click SUBMIT.
From: info@software4nonprofits.com
Sent: January 9, 2024 7:00 AM
To: ststephendownsview@toronto.anglican.ca
Subject: DONATION Year End
Hello again Greg. This is Dan Cooperstock, Founder, for the DONATION software program that you have registered and purchased for Church of St Stephen Downsview.
I'm writing to you about Year-End Procedures for DONATION: We want to make sure you know what to do at the year-end, including how to start entering donations for the new year. Our best advice on this is to read the Help page "Year End Procedures".
Other relevant Help pages at this time, which you can look up in the Index of the program's "Help" file (or follow the links here to their latest online versions), will be:
Changing Years in the Database
Generating Charitable Receipts, for a full explanation of the receipts you send out for tax purposes.
Generating Duplicate or Corrected Receipts, in case you need to do that. For Canadian users, please pay special attention to the section on that page headed "Replacement or Correction Receipts for Canada", which explains how the program satisfies the CRA's requirements to give a new number to such receipts.
Statements and Receipts, for users who send out statements periodically through the year and do year-end receipts, or vice versa. Please make a sincere effort to learn what you need from those help pages before contacting us for assistance. There are over 9,000 users of DONATION (and over 1,700 users of our bookkeeping and fund accounting program ACCOUNTS), and our email volumes through late February are extremely high!
If you have questions that are not already covered in the Help pages, please reach out to us by email.
---------------------------
Dan Cooperstock, Founder
Software4Nonprofits
DONATION and ACCOUNTS web site
Email: info@Software4Nonprofits.com
Mail: 16192 Coastal Highway, Lewes DE 19958, U.S.A.
Example Problem: A counter left the "h" out of "Mahdi", couldn't find the person in Donation, and entered his payment for parking under envelope '999'
Required:
Assign the payment to Badri Mahdi
Open the Bank Deposit
Correct the Bank Deposit
Delete the donation from donor '999'
Step-1: Assign the Payment to Badri Mahdi
Locate "Mahdi, Badri" in the donor list
Enter the payment: date, amount, category, paid-by
click "save"
Step-2: Open the Bank Deposit
click "maintenance"
click "create bank deposit"
enter "bank deposit date", "donations date", and "bank account"
click "edit existing deposit"
Step-3:Correct the Bank Deposit
uncheck the erroneous record
check the correct record
verify that the total amount of the deposit has not changed
click "save"
click "report" and save the audit report as a PDF
Step-4: Delete the erroneous record
Locate envelope "999" in the "Donor List"
Locate the row for the incorrect donation record
Right-click the row for the incorrect donation record
Click "delete" on the pop-up menu
Export the data from Donation to Excel and use a pivot table.