Page. Contributions Manual

Transcription

1 Page Cntributins Manual

2 Cntributins Manual Cntents CONTRIBUTIONS MANAGEMENT... 1 DESIGNATION SETUP... 1 MANAGING FUNDS... 1 CREATE A FUND... 1 DEACTIVATING A FUND... 2 MANAGING SUB FUNDS... 2 CREATE A SUB FUND... 2 CONTRIBUTION ATTRIBUTES... 3 CREATE A CONTRIBUTION ATTRIBUTE FROM SEARCH RESULTS... 3 MANUALLY CREATE A CONTRIBUTION ATTRIBUTE... 4 CONTRIBUTION SUB TYPES... 4 CREATE A CONTRIBUTION SUB TYPE... 4 MANAGING ORGANIZATIONS... 4 ADD AN ORGANIZATION... 5 DISPLAY AN ORGANIZATION'S CONTRIBUTIONS... 5 DISPLAY ORGANIZATION CONTRIBUTIONS... 5 MANAGING PLEDGE DRIVES... 5 CREATE A NEW PLEDGE DRIVE... 6 PLEDGE DRIVE DATES... 6 ADDING PLEDGES TO CONTRIBUTOR DETAILS... 6 ADD A PLEDGE... 6 ENTERING PLEDGE CONTRIBUTIONS... 7 ONLINE GIVING AND PLEDGE DRIVES... 7 PLEDGE REPORTS... 7 AUTO PROCESSES FOR PLEDGE DRIVES... 8 AUTO PROCESS AUTO PROCESS FINDING CONTRIBUTIONS AND CONTRIBUTOR DETAILS... 9 SEARCHING FOR CONTRIBUTIONS... 9 CONTRIBUTION ACTIONS CONTRIBUTOR DETAILS CONTRIBUTIONS PLEDGES SCHEDULED Page i

3 Page ii Cntributins Manual ACCOUNTS EDITING SCHEDULED CONTRIBUTIONS LOCATE AND EDIT A PERSON'S CONTRIBUTION SCHEDULES ENTERING NEW CONTRIBUTION SCHEDULES IN FELLOWSHIPONE DELETING A SCHEDULE VIEWING PAST SCHEDULES MANUAL CONTRIBUTIONS ENTRY ENTERING CONTRIBUTIONS ADD A CONTRIBUTION SHARED ACCOUNTS MOVING CONTRIBUTIONS EDITING CONTRIBUTIONS EDIT A CONTRIBUTION MANAGING BATCHES ADDING A BATCH ADD A BATCH FOR MANUAL ENTRY SEARCHING FOR BATCHES APPLYING GL POST DATES APPLY A GL POST DATE TO ALL CONTRIBUTIONS WITHIN A BATCH VIEW ALL BATCHES MANAGING UNMATCHED CONTRIBUTIONS VIEW AND MATCH UNMATCHED CONTRIBUTIONS FIND A HOUSEHOLD OR ORGANIZATION ADD HOUSEHOLD ADD ORGANIZATION SCANNING CONTRIBUTIONS FELLOWSHIPONE CONTRIBUTIONS WORKFLOW INSTALLATION AND PREPARATION INSTALLING THE APPLICATION CONNECTING THE SCANNER SCANNER TIPS SORTING CONTRIBUTIONS CREATE BATCHES READY FOR SCANNING CREATE A NEW BATCH SCANNING ITEMS SCANNING ENVELOPES AND CHECKS CLOSING A BATCH PENDING AND SAVED BATCHES... 30

4 Page iii Cntributins Manual DELETING A BATCH SAVING BATCH DESIGNATIONS SINGLE BATCHES SPLIT FUND BATCHES MATCHING ITEMS IN THE BATCH WHOOPS! I SAVED MY BATCH BEFORE MATCHING! SHARED ACCOUNTS SKIPPING AN ITEM AUDITING BATCHES AND REPORTING SCANNED CONTRIBUTIONS - AUDIT INFORMATION CORE REPORT G BATCH CREDIT CARD PROCESSING GETTING STARTED WHEN TO USE BATCH CREDIT CARD PROCESSING CREATING A CREDIT CARD BATCH ADD A CREDIT CARD BATCH AUTHORIZE THE CREDIT CARD BATCH ACCURATE INFORMATION AVAILABILITY OF FUNDS HOLDS ON AVAILABLE FUNDS AUTHORIZING THE BATCH FAILURES SETTLING A CREDIT CARD BATCH SETTLE A BATCH FAILURES AUDITING A CREDIT CARD BATCH VIEW THE AUDIT LOGS RECONCILING A CREDIT CARD BATCH RECONCILE A SINGLE DAY: REMOTE DEPOSIT CAPTURE IS RDC RIGHT FOR MY CHURCH? OTHER CONSIDERATIONS WHAT EQUIPMENT DO I NEED? ADDING RDC TO FELLOWSHIPONE MY EDITION LOCATION REMOTE DEPOSIT CAPTURE WORKFLOW BASE FEATURES ADDITIONAL FEATURES REMOTE DEPOSIT CAPTURE SECURITY RIGHTS APPLYING GL POST DATES TO REMOTE DEPOSIT CAPTURE "PENDING" BATCHES... 46

5 Page iv Cntributins Manual AUDITING RDC BATCHES MATCHING UNMATCHED ITEMS - RDC MATCH AN UNMATCHED RDC BATCH TRANSACTION IN FELLOWSHIPONE: PROCESSING REMOTE DEPOSIT CAPTURE DEPOSITS PROCESSING AND SAVING BATCHES INFELLOWSHIP PROCESS AND SAVE A BATCH: RDC BATCHES FINDING AND VIEWING RDC BATCHES FIND AN RDC BATCH VIEWING THE AUDIT HISTORY VIEWING THE BATCH DETAILS EDITING REMOTE DEPOSIT BATCH CONTRIBUTIONS REMOTE DEPOSIT CAPTURE SPLIT CONTRIBUTIONS HANDLING RDC CONTRIBUTION EXCEPTIONS RECONCILING REMOTE DEPOSIT CAPTURE BATCHES RECONCILE A SINGLE DAY: REMOTE DEPOSIT CAPTURE - ORGANIZATIONS CONTRIBUTION STATEMENTS UNDERSTANDING THE DATA WAREHOUSE WHAT ABOUT THE REPORT LIBRARY? STATEMENT FILES ADDITIONAL FILES STATEMENT BUILDER SUBMIT A NEW STATEMENT REQUEST STATEMENT QUEUE REFRESHING THE STATEMENT QUEUE DELETING A STATEMENT REQUEST INFELLOWSHIP CONTRIBUTION SUCCESS AND FAILURE MESSAGES CREATE ONLINE GIVING CONFIRMATION MESSAGES CUSTOM STYLES THE BASICS OF WORKING WITH STYLE SHEETS OPEN THE STYLE SHEET FILE: BEYOND THE BASICS - WORKING WITH IMAGES USE YOUR CUSTOM LOGO: REMOVING NON-CASH STATED VALUES REMOVE THE STATED VALUE COLUMN USING YOUR OWN LETTERHEAD REMOVE THE HEADER AREA MODIFYING LAYOUT MODIFY PAGE LAYOUT: INFELLOWSHIP ONLINE GIVING CONTRIBUTION STATEMENTS ONLINE CONTRIBUTION STATEMENT PROCESS FOR YEAR END VIEWING CONTRIBUTION STATEMENTS IN ONLINE GIVING... 70

6 Cntributins Manual MAKING THE STATEMENT AVAILABLE ONLINE COMMUNICATING WITH INFELLOWSHIP USERS COMMUNICATING VIA SEND THE USE AN EXISTING TEMPLATE CHANGE THE HEADER IMAGE MAILING CONTRIBUTION STATEMENTS REPORTS MY REPORTS F1 REPORTS SEARCH PRINTING A BANK BATCH DEPOSIT REPORT CORE REPORT G G1068 RETURN TOP X CONTRIBUTORS PLEDGE DRIVE REPORTS CREDIT CARD EXPIRATION DATES SCHEDULED CONTRIBUTIONS Page v

7 Cntributins Management FellwshipOne includes a few features t help yu manage yur weekly cntributins. Yu can d any f the fllwing: Scan checks and ffering envelpes using the FellwshipOne Cntributins check scanning applicatin. Manually enter cntributins directly int FellwshipOne (Giving > Cntributins > Enter Cntributins). Offer Online Giving n yur church website, which allws peple t set up recurring giving schedules and use the Give Nw feature. Prvide Event Registratin frms n yur church website fr either receipt funds r cntributin funds. Designatin Setup Managing cntributins is easy using the FellwshipOne Giving features. By clicking the Giving tab, users can setup the fllwing: Funds Sub Funds Pledge Drives and much mre! NOTE: Giving infrmatin can nly be accessed when security rights and/r rles have been assigned by an Administratr. Managing Funds As yu enter new cntributins, yu can rganize them by fund. Yu can create as many funds as needed. Yu can als further break yur funds int Sub funds. Additinally, yu can enable the funds t be available n the Internet thrugh FellwshipOne Nte: Yu must have Cntributins Write security access t perfrm the fllwing prcedure. Online Giving. Create a Fund Page 1

8 1. Click Giving > Setup > Funds. The Funds frm appears. 2. Type the Fund name in the text field. Yu can use any name that yu like; hwever, keep in mind that the name will appear in Cntributin Statements and Online Giving. Cntributins Manual 3. Optinally, type a cde fr the fund in the Fund cde field. This field is typically used t recrd a cde assciated with yur general ledger system. It is infrmatinal and appears in certain reprts. 4. Select a Fund type frm the fllwing chices: a. Cntributin funds that track dnatins (fr example, tithes). b. Receipt funds that track payments f ther gds (fr example, bk stre prceeds, events, etc.). 5. Select the Allw nline giving check bx if yu wish t make the fund available thrugh infellwship (thrugh yur church website) fr nline giving. 6. Select an Accunt reference descriptin frm the drp-dwn menu. Accunt references are the mechanism that ties the fund t yur payment gateway. 7. Click Add fund. The fund appears in the Funds grid at the bttm f the page. NOTE: If yu plan t prcess echecks (ACH) fr nline giving, please keep yur Fund/Sub-Fund character cunt when cmbined belw 50. Deactivating a Fund If yu have a fund that is n lnger in use, yu can deactivate it. Click Giving > Setup > Funds t display yur active funds. Click Edit beside the fund yu want t deactivate. Click the Active check bx t clear it and then click Save fund. Managing Sub Funds Sub funds are a way t further rganize yur funds. Yu can create multiple sub funds fr each fund as needed. NOTE: Yu must have Cntributins Write security access t perfrm the fllwing prcedure. Create a Sub Fund 1. Click Giving > Setup > Sub Funds. The Sub Funds frm appears. 2. Select the fund t which the sub fund belngs frm the Parent fund drp-dwn list. NOTE: Once a sub fund has been created, yu may nt change the parent fund assciatin. 2 P a g e

9 3. Type the Sub fund name. Just like funds, sub funds may appear in Online Giving and n certain cntributin statements if selected. Cntributins Manual NOTE: If yu plan t prcess echecks (ACH) fr nline giving, please keep yur Fund/Sub-Fund character cunt when cmbined belw Optinally, type a General ledger number fr the sub fund. This is an ptinal field that is ften used fr cdes generated by yur accunting sftware (if applicable). 5. Optinally, type a Sub fund cde if yu track funds by cdes. Again, this field is ptinal and nly apprpriate if yur accunting sftware tracks funds by cdes. 6. Select the Allw nline giving check bx if the sub fund is available in Online Giving thrugh infellwship. This field will nly wrk if the parent fund is als cnfigured t allw nline giving and has a crrespnding accunt reference. 7. Click Add sub fund. Yur sub fund appears in the Sub Funds table at the bttm f the page. Cntributin Attributes Cntributin attributes are used t tag a set f cntributins in such a way that yu can easily find them again when yu are searching fr cntributins. Sme examples f cntributin attributes are as fllws: Thank yu letters apply an attribute t all cntributins that have been sent a thank yu letter Multi-campus apply an attribute t all cntributins frm ne campus (the name f the campus) Audit dates apply an attribute t all cntributins included in the audit (perhaps name the attribute with the audit date) Special gift if yu have a special cntributin call during a service, rather than create a whle new giving fund, yu can use a cntributin attribute t tag all cntributins that include the special gift. Create a Cntributin Attribute frm Search Results 1. Fllw the directins in Searching fr Cntributins t lcate a set f cntributins. 2. Click the All link in the Select field at the tp f the search results. All cntributins are selected. Yu can als select individual cntributins by clicking the check bx beside each cntributin. 3. Select Apply Cntributin Attribute frm the Select an actin... drp-dwn list at the bttm f the search results. 4. Select New frm the secnd drp-dwn list. 5. Type the name f the attribute in the text field. 6. Click G. The attribute is created and has been applied t all selected cntributins. 3 P a g e

10 Manually Create a Cntributin Attribute 1. Click Giving > Cntributins > Cntributin Attributes. The Cntributin Attributes frm appears. 2. Type the name f yur attribute in the Attribute name field. Cntributins Manual 3. Click Add attribute. The attribute appears in the Cntributin Attributes grid at the bttm f the page. 4. Next, yu can apply the attribute t a set f cntributins as described abve. NOTE: The Cntributin Attributes grid is filtered t shw nly the past week and yur attributes nly. Change the Created between date fields and clear the Shw my cntributin attributes nly check bx. Click Search t display ther attributes. Cntributin Sub Types Cntributin sub types allw yu t further categrize cntributin types. The default types that are included with FellwshipOne are: ACH, Cash, Credit Card, Nn-Cash, and Vucher. Sub types are available s that yu can further describe these types. An example f sub type usage may be fr Nn-Cash cntributins. Yu can create sub types fr all cmmn nn- cash dnatins (such as aut, stck, clthing, husehld gds, and s n). Fr churches in the United Kingdm, yu may want t use sub types t differentiate between the different type f Vuchers available. Create a Cntributin Sub Type 1. Click Giving > Setup > Cntributin Sub Types. The Sub Types frm appears. Existing sub types appear in the Cntributin Sub Type grid at the bttm f the page. 2. Select the Cntributin type t wrk with. 3. Type the name f the sub type in the Cntributin sub type field. 4. Click Add sub type. The sub type will appear in the Cntributin Sub Type grid at the bttm f the page. When entering cntributins (either thrugh FellwshipOne Cntributins r thrugh Giving > Cntributins > Enter Cntributins) yu will nw have the ptin t apply this cntributin sub type. Managing Organizatins Organizatins are added t FellwshipOne fr cntributin purpses nly. Yu can recrd cntributins and pledges made by rganizatins. NOTE: Yu must have Cntributins Write security access t add and edit rganizatins. Users with Cntributins Read security access can view rganizatins and their cntributins. 4 P a g e

11 Cntributins Manual Add an Organizatin 1. Click Giving > Setup > Organizatins. The Organizatins frm appears. A search feature is lcated just belw the frm t help yu find previusly added rganizatins. 2. Type the business/rganizatin name in the Name field. 3. Select the rganizatin type frm the Type drp-dwn list. 4. Type the name f the cntact persn in the Cntact name field. 5. Optinally, select a cmmunicatin value frm the drp-dwn list in the Cmmunicatin area. Type the crrespnding value in the text field. 6. Optinally, type the address infrmatin in the fields prvided in the Cntributr Address sectin. 7. Click Add rganizatin. The Organizatins frm appears and the rganizatin has nw been added. Display an Organizatin's Cntributins When yu enter cntributins, yu have the ptin f attributing a cntributin t a husehld/individual r an rganizatin. Display Organizatin Cntributins 1. Click Giving > Cntributins > Cntributr Details. The Cntributr Details frm appears. 2. Click Find cntributr. The cntributr Search windw appears. 3. Select the Organizatin ptin. 4. Type the name r partial name in the Name field and click Search. A list f ptential matches appears. 5. Click Select beside the rganizatin yu want t display. The Search windw clses and the rganizatin's infrmatin appears in the Cntributr Details frm. The default date range is year-t-date, but yu can change this by typing in a new Start and End date. The page will refresh t shw cntributins within the date range entered. Optinally, yu can edit the cntributins by clicking the actins gear and selecting Edit. T edit an rganizatin's address, simply click Edit next t the name f the rganizatin, update the address fields and click Save rganizatin. Managing Pledge Drives FellwshipOne ffers an ptin t create pledge drives and assciate them with new r existing Fund and Sub Funds. Here is a quick view f the verall prcess. Create a Fund r Sub Fund specifically fr yur pledge drive. If pssible, reserve this fund r sub fund specifically fr yur pledge drive. Create the pledge drive (see directins belw). Enter husehld/rganizatin pledges (Giving > Cntributins > Cntributr Details > 5 P a g e

12 Cntributins Manual Pledges) Enter cntributins specifically fr the pledge drive. Run reprts t see hw clse yu are t yur gal. See belw fr a list f reprts. Create a New Pledge Drive 1. Type the name f the pledge in the Pledge drive name field. 2. Select the fund t which the pledge drive prceeds will be applied frm the Fund drp-dwn list. Optinally, select the sub fund frm the Sub fund drp-dwn list. 3. Type Start and End dates fr the pledge drive. Yu may als click the calendar icn and select the dates manually. 4. Select Web enabled if yur church is using infellwship Online Giving, which allws peple t give nline via yur church website. The Fund t which this pledge drive crrespnds must have an accunt reference. It is nt necessary t enable the Fund; hwever, the accunt reference drp-dwn list must be cmpleted. NOTE: The fund fr the pledge drive des nt have t have the Allw nline giving designatin checked IF the pledge drive des. 5. Type the gal amunt in the Gal field. This number will be used when yu run reprts n yur pledge drive t see hw clse yu are t reaching yur pledge gal. 6. Optinally, if this pledge drive rlls up int a different pledge drive, select a pledge drive frm the Rllver pledge drive drp-dwn list. 7. Click the Add pledge drive buttn. The pledge drive appears in the table at the bttm f the frm. 8. Decide which Aut Prcess yu want FellwshipOne t use t keep track f cntributins t the pledge drive and create a supprt request telling us which ne yu'd like us t enable. Pledge Drive Dates The Start and End dates f the pledge drive are imprtant fr several reasns. One reasn is reprting. The pledge drive ttals depend upn the pledge and the date range yu have entered in the reprt filters. If yu want the reprt t display the pledge ttal, make sure yur reprt filter dates match the start and end dates f the pledge. The ther reasn is Online Giving. If yu have Web enabled the pledge drive, the pledge drive will nt display befre the start date r after the end date. Adding Pledges t Cntributr Details If yu want t track individual pledges, yu can add a pledge t the cntributr details. This step allws yu t track individual pledges, but it als allws yu t keep track f hw clse a cntributr is t the amunt pledged. Add a Pledge 1. Click Giving > Cntributins > Cntributr Details. The Cntributr Details frm appears. 2. Click Find Cntributr t display the advanced Search windw. Type a name r partial name in the Name field and click Search. Yu can als find rganizatins by clicking the Organizatin link prir t perfrming the search. 3. Click the Pledges ptin t display the pledges frm. 4. Select the Pledge drive frm the drp-dwn list. 5. Select the Husehld ptin r the individual wh is making the pledge frm the Attributed t drp- 6 P a g e

13 Cntributins Manual dwn list. If yu are applying the pledge t an rganizatin, this field des nt display. 6. Type the amunt divided by the frequency accrding t the date range in the Amunt field. Fr example, if the individual pledges $1000 ttal and expects t cmplete the pledge in 10 mnths, the amunt will be $100 and the frequency will be mnthly. Alternatively, type the ttal pledge amunt in the Amunt field and select As can frm the Frequency drp-dwn. 7. Select the Frequency the cntributr intends t give tward the pledge. If yu d nt knw select As can frm the drp-dwn list. 8. Type the date the pledge gifts will begin in the Start date field and type the date the pledge will be cmplete in the End date field. 9. Click Save pledge. Entering Pledge Cntributins When yu receive pledge cntributins, there are tw things yu must make sure yu d when yu enter the cntributin int FellwshipOne. Whether yu are scanning checks in FellwshipOne Cntributins r manually entering the cntributin thrugh Giving > Cntributins > Enter Cntributins, yu must d the fllwing: Select the Fund, Sub Fund (ptinal), and Pledge Drive Make sure yu attribute the pledge drive t the persn/husehld/rganizatin wh made the pledge. This actin will balance the pledge card s that yu can accurately tell the cntributr hw clse t the pledged amunt. Fr example, if James and Sally Jhnsn pledged t give, the pledge wuld be attributed t the Husehld. When James and Sally give tward the pledge, the cntributin shuld be entered and attributed t the Husehld. Or, if Gary Brwn pledged t give, the pledge wuld be attributed t Gary. When Gary gives tward his pledge, the cntributin shuld be entered and attributed t Gary. Online Giving and Pledge Drives Online Giving presents a challenge with pledge drives. FellwshipOne allws yu t enter pledges t either the husehld r an individual in the husehld. Online Giving nly allws individual giving. As yu can prbably guess, if the gift des nt match the pledge, the balance will nt update. Pledge Reprts Fllwing are several reprts available fr pledges. Yu can view all reprts by clicking the Reprts ptin and typing pledge in the search field. G Cre Pledge Summary G4000E Husehld Pledge Reprt G1126E Cntributin Fund Summary with Pledges G4012E Pledge Balances by Pledge Drive G4100/G4100E Pledge Drive Cntributr List G4005E Pledge File List 7 P a g e

14 Cntributins Manual Aut Prcesses fr Pledge Drives FellwshipOne needs sme infrmatin frm yu regarding hw yu want pledge drive cntributins reflected in Cntributr Details. Aut Prcesses run every 15 minutes t capture pledge drive cntributins based n yur selectin. Aut Prcess 1 Aut Prcess 1 captures any cntributins entered that are attributed t a fund/sub fund cmbinatin, within the date range f the pledge drive, REGARDLESS f cntributin level (husehld / individual). Tip! This is the MOST flexible ptin! Business Rules: Search fr any cntributin in the system based n the fact that the fund/sub fund cmbinatin matches an existing pledge drive s fund/sub fund cmbinatin and the received date f the cntributin falls within the date range f the PLEDGE DRIVE. When thse cntributins have been identified, the system will autmatically attribute the cntributins t the pledge drive. NOTE: The system will nt tamper with any cntributin where the pledge drive has already been assciated t the cntributin (i.e. by staff members, etc. ). If yu d have mre than ne pledge drive and the dates / funds / sub funds ver lap, the prcess will nly be able t attribute t ne f the pledge drives in questin. The husehld r individual with the cntributin in questin DOES NOT have t have a pledge n recrd fr this prcedure t update the cntributin. Example: Building Pledge Drive 1/1/ /31/2009 (Fund = Building Fund) Children s Camp Pledge Drive 11/10/ /31/2009 (Fund = Building Fund) In this case, the prcedure wuld find a cntributin matching the Building Fund and if the received date was n 2/2/2009, then the prcedure wuld see that bth pledge drives match the cntributin, hwever, it can nly update it with ne r the ther. Typically, the prcedure will pick the pledge drive that was created first. The prcedure can be installed where it will run fr nly specific pledge drives r fr all f them. NOTE: If yu d have mre than ne pledge drive and the dates / funds / sub funds verlap, the prcess will nly be able t attribute t ne f the pledge drives in questin (generally, the first ne it finds which is typically the first ne created). Aut Prcess 2 Aut Prcess 2 captures any cntributins entered that are attributed t a fund/sub fund cmbinatin, within the date range f the pledge drive, at the SAME LEVEL (husehld r individual) f the pledge that is n file, and within the date range f the pledge itself. Tip! This is the LEAST flexible f the tw Aut Prcesses - the cntributin MUST be entered exactly as the pledge card (husehld r individual level) was entered in FellwshipOne. 8 P a g e

15 Cntributins Manual Business Rules: Search fr any cntributin in the system based n the fact that the fund/sub fund cmbinatin matches an existing pledge drive s fund/sub fund cmbinatin. Once a candidate cntributin is fund, the system will then verify that the cntributin is at the same level f any PLEDGES that the husehld / individual have n recrd. Once identified, the system will verify that the received date f the cntributin falls within the date range f the PLEDGE (nt the pledge drive). When thse cntributins have been identified, the system will autmatically attribute the cntributins t the pledge drive. Example: Building Pledge Drive 1/1/ /31/2009 (Fund = Building Fund) Children s Camp Pledge Drive 11/10/ /31/2010 (Fund = Building Fund) Jhn Smith Husehld s Pledge is fr Building Pledge Drive 6/1/ /1/2009 Fr Jhn Smith t get pledge credit with this prcedure, the cntributin fund/sub fund wuld have t match the Building Pledge Drive s fund/sub fund; the cntributin received date wuld have t fall within the pledge drive s date range. The cntributin must be attributed t the Jhn Smith Husehld, and the received date must match the Jhn Smith Husehld s pledge date range. (i.e. if the cntributin was attributed t Mary Smith s individual recrd, the cntributin wuld nt be cnsidered fr update t apply pledge credit t the Jhn Smith Husehld s pledge). NOTE: The husehld r individual with the cntributin in questin MUST HAVE a pledge n recrd fr this prcedure t update the cntributin. Please enter a Supprt request stating which Aut Prcess yu wuld like enabled fr yur pledge drive. Finding Cntributins and Cntributr Details Occasinally the need arises when cntributins and cntributr details need t be viewed, edited r mved. Fellwship One can display them fr yu quickly. NOTE: Users need Cntributin Read and Cntributin Write Security Rights in rder t view, edit r mve cntributins. Fr mre infrmatin see Searching fr Cntributins and Cntributr Details Searching fr Cntributins The cntributin Search frm allws yu t find cntributins/receipts in many ways. When yu 9 P a g e

16 enter the page, yu will ntice that the Fund type drp-dwn list is set autmatically t Cntributin. Yu can always change this befre yu perfrm yur search. Cntributins Manual Cnsult the fllwing table fr several ways t search. Yu can cmbine any f these ptins t reduce the scpe f the search results. Field Find cntributr Attribute Date Descriptin Click Find cntributr t launch the advance search windw where yu can search fr bth individuals r rganizatins. Click Select t find any f yur existing cntributin attributes. Chse frm several date types and then ppulate the date fields with the range yu are interested in searching. Yu can use the duble calendar icn t quickly select ppular date ranges. Type/Sub type Select the type f payment (ACH, Credit Card, Check, Cash, etc.). If yu have enabled cntributin sub types yu can select a sub type frm the secnd drp-dwn list. Fund/Sub fund Fund type Batch name Reference Amunt T be thanked Select frm yur available funds and sub funds. The search will nly fcus n this fund and sub fund cmbinatin. Select All, Cntributin, r Receipt t determine whether yu want t find dnatins r payments fr a nn-tax-deductible event. Search by the name f a batch. When yu select Check frm the Type drp-dwn list, this field activates and allws yu t type a check number. Type a range in this field t limit yur search t a particular amunt. The search results will include bth the start and end amunts. Select this check bx t limit the search t individuals wh have indicated they wish t receive thank yu letters r gift aid statements. Cntributin Actins The Select an Actin drp-dwn list at the bttm f the search results grid allws yu t perfrm sme cm- mn actins n the cntributins/receipts yu just fund. Select the All ptin at the tp f the results list t select all the items fund, r yu can select individual check bxes. Once yu have selected the apprpriate items, yu can d any f the fllwing: Apply Thanked Date applies the date yu type t all selected cntributins. This feature is typically used when yu send ut cntributin thank yu letters. Select Apply Thanked Date frm the drp-dwn list and then type the date yu want t apply. Click G t apply the date. Apply Cntributin Attribute allws yu t apply an existing r new cntributin attribute t the selected items. This feature is typically used t tag a set f therwise unrelated 10 P a g e

17 Cntributins Manual cntributins in such a way that yu can easily find them again when yu are searching fr cntributins. Remve Cntributin Attribute allws yu t remve a previusly applied cntributin attribute frm the selected items. Create Mail Merge File select either the Selected items r Unique husehlds nly ptin t generate a rich text file. This file can be used in a wrd prcessing prgram such as Micrsft Wrd t create a custm mailing. Mve Cntributins / Receipts allws yu t mve cntributins between husehld and individual r between husehlds. This feature requires the Mve Cntributins/Receipts security access right and is typically used t mve individual giving t the husehld fr married cuples r when a mistake has been made entering cntributins t an incrrect individual/husehld. Cntributr Details Giving > Cntributins > Cntributr Details allws yu t see a husehld r rganizatin and its related cntributins/receipts. Yu can see, edit r add pledges, scheduled giving and bank accunt infrmatin directly frm within the Cntributr Details sectin. Cntributins The Cntributins ptin is selected by default upn entering Cntributr Details. The filter chices display year t date by default but can be adjusted as necessary by typing new start and end dates. Additinally, yu can chse t see a specific persn in the husehld and decide whether t include receipts in the listing. The cntributins/receipts will list in the grid as yu have indicated in the filter chices. The actins gear in the far-right clumn allws yu t d the fllwing: Unmatch if yu have accidentally attributed the wrng cntributin t the husehld, yu can select Unmatch. The cntributin will be available in the Giving > Cntributins > Unmatched queue where it can be matched again with the crrect dnr. Edit allws yu t edit the cntributin. Yu can change any ptin that was previusly entered and save the cntributin. Reverse if a check did nt clear thrugh the cntributr's bank, it can be reversed. When yu chse t reverse anther line item is added with a negative amunt t balance yur fund. Bth the riginal dnatin and the reversal display n the cntributr's cntributin statement. If an image is available, a check icn link appears in the Image clumn. Click the icn t see an image f the check. NOTE: Check images are available by scanning checks thrugh FellwshipOne Cntributins check scanning applicatin. Fr infrmatin n dwnlading and installing this applicatin click the Supprt link in FellwshipOne. Search using the wrds " install cntributins". Pledges The Pledges ptin wrks in cnjunctin with Giving > Setup > Pledge Drives. Once a pledge drive has been cnfigured, yu enter r edit pledges fr husehlds, individuals r rganizatins. When cntributins are attributed t the pledge drive, the pledge card updates t shw a 11 P a g e

18 be all Cntributins Manual remaining balance. Scheduled The Scheduled ptin displays a frm where scheduled cntributins can cnfigured and a grid at the bttm f the page shwing current and past schedules. This feature is available fr any church that has the Enterprise r mst Plus editins f FellwshipOne. It is part f Online Giving and requires a ACTIVE Netwrk Faith payment gateway. Accunts Figure 1: Cntributr Details Accunt The Accunts sectin f FellwshipOne is the place where accunt and ruting numbers frm scanned checks are stred, as well as the ruting numbers and accunt numbers frm accunts that are entered manually. When entering new accunt infrmatin, users shuld determine whether the accunt is a Shared Accunt 1. See fr mre infrmatin. The fllwing infrmatin is available fr input (based n yur Payment Gateway 2 cnfiguratin). Attributed t - Husehld r Individuals (names will appear in the drp-dwn) Accunt type - ACH, Cash, Checking, Credit Card, Online r Vucher Accunt Ruting # Shared (check bx) The secnd half f the page shws the infrmatin that has been previusly entered in FellwshipOne regarding existing accunts Attributed T - Husehld r Individual Accunt Type Accunt Number Ruting # and if the accunt is a Shared accunt r nt NOTE: The FellwshipOne Cntributins check scanning applicatin autmatically matches a cntributr with a scanned check by the accunt and ruting number listed n the check, hwever, the first time yu scan cntributins, nthing will match. Once yu have used Giving > Cntributins > Unmatched t match cntributrs with checks, the Cntributins applicatin will autmatically match in the future. The act f matching the cntributr t a check saves the accunt infrmatin t the Cntributr Details in the Accunts sectin. 1 Occurs when cntributrs use a service like nline bill pay. Several husehlds may use this service frm the same bank. The bank sends the payment n behalf f its custmer using the exact same bank accunt. 2 A 3rd party ecmmerce payment management system that allws and facilitates nline payment. 12 P a g e

19 Cntributins Manual Editing Scheduled Cntributins Yu may be wndering where all scheduled cntributins are stred in FellwshipOne. Scheduled cntributins are stred in the Giving area and can be accessed and mdified by church staff wh have Cntributins Write security access. Typically, peple will edit r delete cntributin schedules frm Online Giving n yur website. Hwever, if peple are experiencing prblems (e.g., cannt remember their user name/passwrd), yu can help them by accessing the Schedules tab as described belw. Lcate and Edit a Persn's Cntributin Schedules 1. Click Giving > Cntributins > Cntributr Details. The Cntributr Details frm appears. 2. Click Find Persn t launch the advanced search windw where yu can use the available fields t lcate the individual yu want t wrk with. 3. Click Select beside a persn in yur search results. Cntributins fr the current year appear. 4. Click Schedules. The Cntributin Schedule frm appears and all scheduled cntributins are listed in a grid at the bttm f the frm. 5. Select the schedule that needs t be changed. Click Edit beside the Designatin, the Schedule r the Payment Infrmatin t make the necessary changes. 6. Finally, click Update. Entering New Cntributin Schedules in FellwshipOne The Schedules ptin als allws yu t add cntributin schedules n behalf f peple in yur cngregatin. This feature is especially useful fr peple wh d nt have Internet access r wh are nt technlgically savvy. 1. Click Giving > Cntributins > Cntributr Details t access the Schedules frm. 2. Click New Schedule t add. Figure 3: Schedules Link Lcatin Figure 2: Add New Schedule Link Lcatin 13 P a g e

20 Cntributins Manual Once yu've reached the New Schedule screen, we've designed a wrkflw t make the prcess smth and easy! 1. Chse the fund designatin 2. Schedule the cntributin 3. Enter the payment infrmatin 4. Review all the infrmatin and prcess the payment Deleting a Schedule Deleting a schedule is very easy t d. Typically, the cntributr will take care f this themselves n yur website, but smetimes they need assistance. Fllw the steps abve t lcate the cntributr and the schedule in questin. 1. View scheduled cntributin and click the Name f the scheduled cntributin that needs t be deleted. 2. Select Delete this schedule Yu will receive a message infrming yu that the Giving Schedule has been deleted. T view the deleted schedule, insert a checkmark in the bx beside Include Deleted. Once the screen appears, yu can hver ver the trash an icn t verify. Viewing Past Schedules Yu can view past giving schedules (r disabled schedules) frm the Schedules tab. Fllw the steps listed abve t access scheduled cntributins and then check the crrespnding bx next t "Include Past" t see past schedules in the results. Yu can als select the filter ptin All frm the drp-dwn list at the tp f the scheduled cntributins grid t see all schedules, r yu can select the Active r Inactive filter ptins based n what yu want t see. Manual Cntributins Entry There are tw ways cntributins can be added t FellwshipOne, manually r by using the FellwshipOne Cntributins Applicatin (which requires a check scanner). The manual ptin allws users t enter cntributins ne at a time. Users can add the fllwing infrmatin manually by clicking Giving > Cntributins > Enter Cntributins: Batch Cntributr Attributed T Defines a cmmn gruping f cntributins such as by service time r fund. 2) A batch is required fr check scanning using FellwshipOne cntributins and fr many reprts that display cntributins fr a given date range. The individual r husehld wh initiated the cntributin. Husehld (as a grup) r an Individual in a husehld wh receives "credit" fr 14 P a g e

21 Cntributins Manual a cntributin (fr statement purpses) Type Sub Type Activity Fund Sub Fund Pledge Drive Received Date G/L Pst Date Type f item received fr a cntributin (check, cash, credit card). When credit card is the Type chsen fr a cntributin, Sub type is AMEX, Mastercard r Visa. Activities are a central part f FellwshipOne. They allw yu t create assignments fr participants and vlunteers fr reprting purpses, track attendance, determine staffing needs and track activity requirements. A designatin where mney is attributed. When Fund is created, Sub funds can be used t further rganize yur funds. A pledge drive is an extended perid f fundraising activities generally used t increase cntributins. The term "pledge" riginates frm the prmise a cntributr makes t send in funding at regular intervals fr a certain amunt f time. The date a cntributin was received Date entered int FellwshipOne t tag cntributins as t when they have been added t yur general ledger. The main purpse f applying this date is t "lck" yur cntributins dwn. NOTE: Cntributin Security Rights determine whether a user can access and use FellwshipOne Cntributins r Giving within FellwshipOne. Entering Cntributins The Enter Cntributins frm can be used t enter new cntributins r edit existing cntributins. When entering new cntributins, yu have many ptins t attribute t the cntributin. Add a Cntributin 1. Click Giving > Cntributins > Enter Cntributins. The Enter Cntributins frm appears. Optinally, t assciate the cntributin with a batch, click Select in the Batch field. The Batches dialg bx appears and allws yu t search fr any f yur existing batches. See Managing Batches fr directins n creating batches. Click Select beside the batch t use. The dialg bx clses and the batch infrmatin appears in the Add/Edit Cntributin frm. NOTE: Batches stay active until the Clear buttn is clicked. This makes it easy t enter an entire batch int FellwshipOne withut have t search fr the batch name again and again. 2. Click Find cntributr t display the advanced Search windw. Here yu can chse t search fr Individuals r Organizatins. Type a name r partial name and click Search. Click Select beside any husehld member (r the rganizatin name). The windw will clse and the husehld name appears in the Cntributr field. 3. Optinally, select an individual husehld member frm the Attributed t drp-dwn list. This drp-dwn list will default t Husehld. 4. Select the cntributin type frm the Type drp-dwn list. Ntice that the area and its fields n 15 P a g e

22 the right side f the screen change depending upn the type f cntributin selected. Cntributins Manual NOTE: If yu select Nn-Cash, make sure yu type the specific item r service dnated in the Mem field n the right side f the screen. This mem area is what will print n the cntributins statement fr Nn- Cash dnatins. 5. Optinally, select an Activity date fr the cntributin. Click the Select link in the Activity field t display the search dialg windw. Mdify the date range if necessary and then select the Ministry, Activity, and Activity Time frm the resulting drp-dwn lists. The windw will clse and the activity and date/time will appear in the Activity field. NOTE: The activity and date/time remain in the Activity field until yu click Clear. This makes it easy t enter all cntributins cllected during a specific service time. 6. Select a Fund and ptinally a Sub Fund and Pledge Drive t which t attribute the cntributin. 7. Type the date the cntributin was received in the Received date field. This field defaults t tday's date 8. Cmplete any required field n the right side f the screen. These fields are different depending upn the cntributin Type. Click n a type belw t see the required fields (click again t clse the text). Check Amunt Accunt/Ruting Reference Transmit Date Return Date Re-Transmit Date Mem The amunt f the check The accunt and ruting numbers frm the bttm f the check (smetimes referred t as the MICR numbers). Select ne frm the list r click Add New t add a new number. The check number. The date the check was transmitted. The date the check was returned fr Nn-Sufficient Funds (NSF). The date the check was re-transmitted t the bank in NSF cases. Ntes abut the cntributin r text frm the mem line f the check. Cash Amunt Mem The amunt f the cash Any special ntes abut the cntributin. Credit Card Amunt Transmit Date Reference Mem The amunt charged t the credit card The date the credit card was charged. The apprval cde frm the card prcessing cmpany. Any special ntes abut the cntributin. Nn-Cash 16 P a g e

23 Cntributins Manual Stated Value True Value Liquidatin Cst Mem (Optinal field) The stated value f the dnatin. (Optinal field) the true value f the dnatin (fr example, an appraisal, hurs wrked, etc.) (Optinal field) any cst assciated with selling the dnatin item. (Required) a descriptin f the dnatin. This descriptin prints n the cntributin statement. Check Amunt Accunt/Ruting Reference Transmit Date Return Date Re-Transmit Date Mem The amunt f the dnatin. The accunt and ruting numbers frm the bttm f the check (smetimes referred t as the MICR numbers). Select ne frm the list r click Add New t add a new number. The check number. The date the check was transmitted. The date the check was returned fr Nn-Sufficient Funds (NSF). The date the check was re-transmitted t the bank in NSF cases. Ntes abut the cntributin r text frm the mem line f the check. 9. Optinally, select the Split check bx t split the cntributin between funds r between husehld members. Type the Amunt and click Add split t add the split amunt. The amunt appears in the Splits grid. Yu may split cntributins between individuals within the husehld and funds/sub funds/pledge drives as needed. 10. Click Add cntributin t save the cntributin. NOTE: Yu may have t scrll dwn the page t see the Add Cntributin buttn, especially if yu have several splits in the Splits table. Shared Accunts Online banking ffers several cnvenient services including nline bill pay. If yur church has several cntributrs using this service frm the same bank, yu will encunter shared accunts. Banks deduct the amunt t pay frm custmer accunts and then sends a check t the payee n behalf f the custmer. All nline bill pay checks are paid frm the same accunt. This means yu culd very well have several husehlds using the same accunt and ruting number. 17 P a g e

24 Cntributins Manual When yu pen the scanned batch in FellwshipOne, yu will see items that are unmatched and culd ptentially be checks that are shared amng husehlds. Click Match next t the first item and if it is a check frm a bank fr the "benefit f" smene at yur church, place a check mark in the Shared Accunt bx Then, finish matching the rest f yur unmatched items and save yur batch. The next time yu scan a check frm the bank with this same ruting number and accunt number, yu will have the ability t search fr anther huse- hld when yu are wrking yur batch in FellwshipOne. After all the husehlds have been assciated t the accunt, yu will have the ability t simply select the crrect ne. 18 P a g e

25 Cntributins Manual Select the crrect ptin and mve n t the Next item until yur batch is cmplete. Mving Cntributins There may be times when it is necessary t mve cntributins frm ne cntributr t anther. T d this, g t the Giving tab > Cntributins > Search. Find the cntributr yu want t wrk with. Yu may need t use sme f the search fields t find the exact cntributins t mve (i.e. Received Date etc.). Once yu see a list f Next, yu search fr the Cntributr wh shuld wn the cntributins, verify the name in the bx and click G. NOTE: Yu must allw pp-ups in yur brwser t perfrm this task! Yu'll see a pp-up windw asking if yu want t mve the cntributins. View pp-up here Click OK t cntinue r Cancel. If yu click OK, yu will see a pp-up message saying the cntributins were updated. Editing Cntributins Occasinally yu may need t edit a cntributin. Yu can d that easily in FellwshipOne. Edit a Cntributin 1. Click Giving > Cntributins > Search 2. Lcate the cntributin t edit using the search filters 3. Click the Actins gear in the far-right clumn beside the cntributin yu want t edit 4. Chse Edit. Make changes as needed. (The Type field is nt editable.) 5. Click Update cntributin t save yur changes. NOTE: Cntributins received frm nline giving, event registratin r any ther external tl may nt be edited. 19 P a g e

26 Cntributins Manual Managing Batches Batches are used t rganize cntributins by service time, fund, r type. Yu must create a batch when yu use the FellwshipOne Cntributins check scanning applicatin. Yu cannt scan a check until yu have first created a batch. Additinally, if yu are using Batch Credit Card Prcessing 1, yu can create a batch specifically fr prcessing multiple credit card transactins tgether. See Batch Credit Card Prcessing fr mre infrmatin. When entering cntributins manually int FellwshipOne (Giving > Cntributins > Enter Cntributins) yu are given the ptin f applying a batch t the cntributin. It is nt required. Hwever, if yu are using the check scanning applicatin, it is a gd idea t create batches fr manual entry as well. By applying batches when yu manually enter a cntributin, yu will be able t run any f the many batch ttal reprts t get a ttal by batch. If yu chse nt t use batches, yu will need t run reprts that list giving by a date range regardless f batch. Adding a Batch As mentined previusly, when in FellwshipOne Cntributins check scanning applicatin, the first thing yu must d is create a batch. In FellwshipOne, this is just ptinal. Hwever, if yu determine that yu want t use batches acrss the bard, yu can enter then in FellwshipOne. One cnsideratin t make is yur naming cnventin. It's a gd idea t adpt a cnsistent naming pattern s that batches can easily be fund later when using cntributins search. Sme examples f naming cnventins are the fllwing: Initials f the persn scanning-date-service time (example: tjc-11 AM) Initials f the persn scanning-date-batch number (example: tjc-01) Tip! Yu can decide upn yur wn cnventin! 1 The ability t prcess several credit card transactins tgether within a batch. This service is available if yu have a payment gateway enabled. Add a Batch fr Manual Entry 1. Click Giving > Cntributins > Batches. General Batches is the default chice. Click Add a new batch. 2. Type a Batch name. 3. Type the ttal amunt f all cntributins in the batch in the Batch amunt field. 4. Optinally, if creating a credit card batch, select the This batch will be used t prcess credit cards check bx. This check bx will nly appear if yu have a payment gateway enabled. Selecting this check bx enables new fields related t where t attribute the credit card payments. See Batch Credit Card Prcessing and Creating a Credit Card Batch fr cmplete details. 5. Click Save batch. The batch appears in the search grid at the bttm f the frm. 20 P a g e

27 Cntributins Manual Searching fr Batches When yu need t find batches, visit Giving > Cntributins > Batches. All recent batches display. Click the magnifying glass icn t search fr a particular batch. Figure 4: Magnifying Glass Yu can search by any f the fllwing: Name Type a name r partial name f the batch. If yu have adpted a batch naming cnventin that includes the initials f a persn wh scans checks, yu can quickly find all batches created by this persn by typing the initials in the Name field. Amunt Allws yu t search fr batches that cntain r are between amunts. Type a start amunt and end Date Range Allws yu t type a range f dates t search within. These fields are autmatically ppulated with the past three days when yu enter the Batches frm. Yu can clear the fields r adjust the dates as necessary t find the batches yu want t wrk with. Applying GL Pst Dates The GL Pst Date allws yu t tag cntributins as t when they have been added t yur general ledger. The main purpsed f applying this date is t lck yur cntributins dwn. Once this date has been applied yu can n lnger pen and edit the cntributins frm the FellwshipOne Cntributins check scanning applicatin. Users wh have access t Giving in FellwshipOne can still g in and make changes if necessary. Apply a GL Pst Date t All Cntributins Within a Batch 21 P a g e

28 1. Click Giving > Cntributins > Batches. The Batches frm appears. Cntributins Manual 2. Click the magnifying glass icn, mdify the search filters and click Search. A list f matching batches appears. 3. Select the check bx beside each batch yu want t wrk with. 4. Click the actins gear at the bttm f the list and select Apply GL pst date t cntributins. 5. Type the date yu want t use in the date field and click Apply. All cntributins within the selected batches nw have this date applied t the GL Pst date field. View All Batches Users with Cntributin Read security rights can view all the batches in FellwshipOne. What "types" f batches yu can view depends n what yur church has elected t use - fr example General Batch Screen Credit Card (als referred t a s Batch Credit Card Prcessing) Scanned Remte Depsit Capture (RDC) The default screen listing all types f batches. The ability t prcess several credit card transactins tgether within a batch. This service is available if yu have a payment gateway enabled. Checks and envelpes that have been scanned using the FellwshipOne Check Scanning Applicatin. Cntributins features that allws churches t leverage a bulk check scanner t cnvert paper checks int electrnic transactins. Managing Unmatched Cntributins The check scanning prcess allws checks t be passed thrugh a scanner int the FellwshipOne Cntributins applicatin, which saves the infrmatin in FellwshipOne. The first time an accunt number that is nt already in FellwshipOne appears, the check ges int unmatched status. View and Match Unmatched Cntributins 1. Click Giving > Cntributins > Unmatched. All cntributins that culd nt be matched t accunt numbers already stred in FellwshipOne appear in a grid and an image f an unmatched check r ther scanned image will appear at the tp f the screen. NOTE: By default, the date range is set t the previus 30 days and the Fund drp-dwn list is set t Shw All, which means all unmatched cntributins regardless f fund display. Change the date range r chse a specific fund t narrw the list f unmatched cntributins. 2. Click ne f the fllwing Find a Husehld r Organizatin 1. Click the Find cntributr link t match the cntributins t an existing husehld r rganizatin. The Advanced Search windw pens. 22 P a g e

29 Cntributins Manual 2. Select Organizatin t search fr cmpanies, businesses, etc. Select Peple t search fr an individual/husehld. 3. Type a name r partial name in the Name field and click the Search buttn. A list f ptential matches appears. 4. Click Select beside the apprpriate individual r rganizatin. The Search windw clses. If yu 5. searched fr an individual, a new drp-dwn field appears beside the image in the Unmatched Cntributins windw. 6. If yu are applying the cntributin t the entire husehld, leave the default Husehld selectin. 7. Otherwise, select the crrect individual frm the drp-dwn bx. 8. Click Match t save yur match. The next unmatched cntributin appears. Add Husehld 1. Click the Husehld link. The Manage Husehld frm appears. 2. Enter as much infrmatin as yu can abut the husehld. 3. Click Add Husehld. The husehld infrmatin appears beside the unmatched cntributin. 4. Optinally, select an individual frm the Husehld drp-dwn list t attribute the cntributin t an individual in the husehld. 5. Click Match t save the match. The next cntributin in the unmatched cntributins list appears. Add Organizatin 1. Click the Organizatin link. The new rganizatin frm appears. 2. Enter as much infrmatin as pssible abut the rganizatin in the frm fields. 3. Click the Add Organizatin buttn. The rganizatin's infrmatin appears beside the unmatched cntributin. 4. Click Match. The cntributin is applied t the rganizatin and the next unmatched cntributin 5. appears. 6. Repeat step 2 until yu have matched all cntributins. Once yu have matched a cntributin, the next time yu scan the same accunt and ruting number cmbinatin, it will match with the cntributr. Scanning Cntributins FellwshipOne Develpers designed the FellwshipOne Cntributins Applicatin with ease, accuracy and speed in mind. The gal is t get the wrk dne s yu can fcus n ministry! The Cntributins Applicatin makes scanning cntributins a breeze. Users can create batches, scan checks, envelpes and vuchers, enter amunts and mve n. The matching is dne in FellwshipOne. NOTE: Yu may cnsider having tw teams handling cntributins. One team scans all the items and the ther matches them up in FellwshipOne. FellwshipOne Cntributins Wrkflw 23 P a g e

30 Cntributins Manual Cntributins frm church services r ther church events usually cnsist f a mixture f checks and cash. We suggest the fllwing wrkflw t speed up the data entry prcess fr cntributins: Installatin and Preparatin Befre cntributins can be scanned, the Cntributins Applicatin must be dwnladed and the check scanner installed n yur cmputer. See Installing the Applicatin and Cnnecting the Scanner fr mre infrmatin. NOTE: Take a few minutes t think abut hw yu are currently prcessing cntributins. Write dwn the steps yu are currently taking and evaluate hw the Cntributins applicatin might change the way yu are currently wrking. Take sme time t discuss yur new prcesses with yur finance team and plan hw yu will integrate Cntributins int yur current wrkflw. The cntributins shuld be srted s that ease, accuracy and speed are the fcus f the Cntributins team. See Srting Cntributins. Installing the Applicatin The dwnlad link and instructins fr dwnlading and installing the FellwshipOne Cntributins Applicatin can be fund n the Supprt website. Cnnecting the Scanner Currently, the Cntributins Applicatin wrks with a Magtek scanner. If yur cmputer desn't have a 9-pin serial prt, a Keyspan Adaptr is called fr. Once yu have the crrect hardware, installing it is a simply a matter f attaching the Keyspan USB Serial Adapter t the scanner 24 P a g e

31 cable and then plugging it in! The drivers are included in the hardware. If yu need t purchase hardware, please see the Hardware Guide. Cntributins Manual NOTE: The FellwshipOne Cntributins Applicatin will nt launch if the scanner is nt cnnected. Scanner Tips The MagTek scanner can smetimes malfunctin during batch scanning. The fllwing table describes sme freseeable prblems and slutins t try. Prblem Piece f paper jammed in the scanner Slutin 1. Hld the scanner upright in yur left hand. 2. Place the first and secnd fingers f yur right hand under the handle at the back f the scanner. 3. Lift and pull back. The scanner shuld separate. 4. Blw gently inside the scanner t disldge any paper. Reading errr nthing appears n the screen Try any f the fllwing: Select File > Reset Scanner frm the menu ptins. Try scanning again. Mve the check scanner away frm yur mnitr r cell phne. These devices use a radi frequency that can interfere with the scanner. Make sure yu release the check as it is scanned. D nt try t hld it r frce it thrugh. Accunt, Ruting, and Reference numbers d nt appear but the check image appears The ink used t print the MICR number n the bttm f the check may nt be magnetic. Mst checks printed frm desktp ink jet printers d nt use magnetic ink. Try scanning again, if the numbers d nt appear manually enter the missing infrmatin. 25 P a g e

32 Cntributins Manual Image des nt appear n the screen Try any f the fllwing: Make sure the printed side f the check is facing the scanner when yu insert it t be scanned. Select File > Reset Scanner frm the menu ptins. Try scanning again. Light flashes spradically n the scanner The cables cnnecting the scanner t yur PC may be lse. Make sure bth cnnectrs are tightly cnnected. Or, yu may have a damaged cable. Check t ensure all pins within the cnnectr are visible. Replace the cable if necessary. Other prblem Visit the MagTek dcumentatin fr the MICRImage check reader n MagTek's website ( Srting Cntributins Batches are used t rganize the entry f cntributins int FellwshipOne. As yu cllect cntributins, yu can grup them int batches in any way that wrks best fr yu. See Cntributins Wrkflw fr sme tips. The fllwing list has sme f ur suggestins fr separating cntributins int batches: Checks by fund and activity time Cash by fund and activity time Split cntributins First separate by service time. Next, separate again by fund, which eliminates the need t select a new fund/sub fund r pledge drive fr each item scanned. Optinally, yu can divide items int manageable batches (we suggest batches cntain n mre than 100 items). The steps f the prcess are described belw. Create Batches Ready fr Scanning 1. Separate cntributins by service time. 2. Separate cntributins by fund. 3. Divide items int manageable batches. 4. Create a 10-key receipt fr each batch. Keep the receipt tape with the batch. 5. Optinally, if yu recrd batch ttals n a paper frm, write the ttals dwn nw. Create a New Batch The easiest way t wrk in Cntributins is t first separate cntributins by service time and fund. This eliminates having t apply the accunting details fr each item scanned. 26 P a g e

33 Cntributins Manual Nw yu are ready t launch the Cntributins Applicatin. Lk fr the applicatin's icn n yur desktp and duble click it. Figure 5: FellwshipOne Cntributins Icn 1. Sign in using yur FellwshipOne Username, Passwrd and Church Cde. 2. Once yu've lgged in, yu will see the "Create a new batch" screen" Tip! Required fields are highlighted in red. We recmmend that the batch name reflect the primary attributes f the scanned batch. It's a gd idea t adpt a cnsistent naming cnventins s that batches can easily be fund later when using cntributins search. Sme examples f naming cnventins are: Initials f the persn scanning-date-service time (example: tjc-11 AM) Initials f the persn scanning-date-batch number (example: tjc-01) NOTE: Yu can chse yur wn cnventin! It's time t enter the batch name and the ttal amunt f the batch n the Create a new batch screen Click Create Batch NOTE: After creating a batch, yu will be able t scan the cntributins. 27 P a g e

34 Cntributins Manual Scanning Items We've made the Cntributin Applicatin flexible. Yu can scan checks and envelpes t track cntributins. The idea is t scan items that pertain t the cntributins fr recrd keepingwhatever that item is! NOTE: We DO NOT recmmend scanning credit card slips with credit card numbers n them. Scanning Envelpes and Checks When scanning an envelpe fr a cash item write the cntributr's name n the envelpe and the amunt, then scan it and enter the amunt in the applicatin. Optinally, add a nte in the Mem field. Yu will assciate the item nce all the scanning is dne. NOTE: Users must have the Cntributin App (chk scan) security permissin t scan items. Figure 6: Scanned Envelpe NOTE: The amunt field is the nly required field and must be entered at the time f scanning. 28 P a g e

35 Cntributins Manual Figure 7: Scanned Check After a check is scanned, the Ruting Number, Accunt Number and Check Number will be ppulated. Amunt is a required field and must be entered at the time the check is scanned. Optinally, add a Mem. Once all the items have been scanned fr a batch, the batch can be saved, BUT nly if the Batch Amunt and Scanned Amunts are equal. Batch amunt and scanned amunt must be equal befre the Save buttn is even functinal. Once yu've clicked the Save buttn, yu will see the Save Batch r Dn't Save screen. Figure 8: Saving a batch Click Save Batch. Tip! The Dn't Save ptin takes the user back t the batch screen with ptins t edit the amunt, the batch r t delete the batch. 29 P a g e

36 Cntributins Manual Figure 9: Saved batch Once the batch has been saved and if there are n mre batches t be scanned, simply click the link "Click here t view it in FellwshipOne" and yu will be taken t the Giving tab, Scanned page in FellwshipOne. Clsing a Batch Once all the scanning has been dne and the batch amunt matches the scanned amunt, the Save buttn will n lnger be grayed ut and yu'll have the ptin t Save Batch r t chse Dn't Save. Chse Save Batch. NOTE: Once the batch is saved, it will be visible in FellwshipOne, and cntributins can n lnger be added t r remved frm it. If yu are finished scanning all the batches, select "Click here t view it in FellwshipOne", where the matching prcess begins. Pending and Saved Batches Batches are typically created in the Cntributins Applicatin. After a batch has been scanned, 30 P a g e

37 Cntributins Manual users mve t FellwshipOne t prcess them. By clicking the Actin Gear, batches in the "Pending" state give users the fllwing ptins: View/Edit the Batch View audit Edit batch name Delete batch NOTE: Once a batch is Saved, the nly edit users can make is t the batch name. Deleting A Batch FellwshipOne ffers Users the ability t delete batches. Simply click the Actins Gear Chse Delete batch and yu will have ne mre pprtunity t decide if yu really want t delete the batch. If yu d, chse OK. WARNING! This peratin cannt be undne! Be sure yu want t delete the batch befre ding s. Saving Batch Designatins Single batches A Single batch refers t a batch in which every item in the batch ges t a single fund like the general fund. Cntributrs will be aut-matched based n ruting and accunt numbers. The attributed names will be listed in the Attributed T clumn. Any items that aren t matched autmatically will need t be matched by clicking Match. Users can switch between Single Fund batch mde and Split Batch mde during the matching prcess., hwever, details at the cntributin level will be lst. Split fund batches A Split Fund batch refers t a batch in which every item in the batch ges t multiple funds-like the general fund and the missins fund. Tip! We recmmend selecting all pssible funds when wrking the first item in a split batch. This will make prcessing splits much faster. If the fund desn't apply, just skip ver it and enter the amunt in the next applicable fund. Simply click Add anther t chse them. If the batch is a Split batch the fllwing infrmatin will be requested t save the batch: Received date (required) Activity time GL pst date 31 P a g e

38 Cntributins Manual Each transactin in the batch must be balanced fr the fund and giving amunts befre the batch can be successfully saved. Balanced = (scanned amunt = entered amunt) Ntice the Balanced clumn in the screen sht. Tip! The Saved Depsit Batch screen will be similar fr bth the Single Fund and Split Fund batches. The biggest difference being that if the cntributin is split acrss multiple funds, it will shw that it has been split. The user can then expand it t shw the multiple funds. Yu may experience a delay in reprting as the batch/cntributins wn t be available fr reprting until the batch is saved. Since key items aren t attributed until the batch is saved, cntributin receipts aren t written until then. Matching Items in the Batch After a batch has been saved, yu are presented with a link that will take yu int FellwshipOne where the final saving and matching are dne. Each item that was scanned is available nw t have fund/pledge drive, activity and received date details applied as well as matching cntributins t cntributrs. Tip! If a check has been scanned previusly and matched with a recrd in FellwshipOne, the system will aut match the cntributin fr yu. All batches that have been scanned using the Cntributins Applicatin will appear in the Scanned queue in Fellwship One. Decide whether yu want t prcess the batch as a Single Fund/Sub Fund batch r as a batch with Splits (split between several funds). Tip! It's best t decide hw t prcess the batch nw! If it's determined that the batch has been started as a single batch and shuld have been a split batch, the wrk that has already been dne will nt be saved! Nw it's time t match any unmatched items frm the scanned batch. If this is the first time fr scanning a check, there will be n assciatin between the accunt and ruting number and the cntributr. After the initial assciatin, the system will remember wh wns the accunt and will autmatically match. On the Unmatched Batch Items page, click n the Batch Name yu want t wrk with. The 32 P a g e

39 Cntributins Manual system will display the first unmatched item in the batch. Figure 10: Unmatched item Figure 11: System aut matched item Once matching is cmpleted, t save the batch, yu must specify at least Fund/Pledge Drive and Received date. Yu may als apply a Sub fund, Activity and GL Pst date. NOTE: Applying a GL pst date t the batch disables editing frm the Cntributins Applicatin. Once the GL pst date has been applied, all edits must be dne in FellwshipOne. Whps! I Saved My Batch Befre Matching! N prblem! Any unmatched cntributins will appear in the Giving > Cntributins > Unmatched queue r users can view unmatched items by clicking n Giving > Scanned > View unmatched cntributins. Yu may match cntributrs frm these queues as well. The View unmatched cntributins queue will display the batches that cntain unmatched items r can be filtered t see all unmatched items (including scanned envelpes/cash cntributins). 33 P a g e

40 Cntributins Manual NOTE: Using the Unmatched queue will break the audit trail. Anything yu match using the unmatched queue will nt be reflected in the audit trail. Shared Accunts Online banking ffers a few cnvenient services including nline bill pay. If yur church has several cntributrs using this service frm the same bank, yu will encunter shared accunts. Banks deduct the amunt t pay frm custmer accunts and then send a check t the payee n behalf f the custmer. All nline bill pay checks are paid frm the same accunt. This means yu culd very well have several husehlds using the same accunt and ruting number. When yu pen the scanned batch in FellwshipOne, yu will see items that are unmatched and culd ptentially be checks that are shared amng husehlds. Figure 12: Unmatched items Click Match next t the first item and if it is a check frm a bank fr the "benefit f" smene at yur church, place a check mark in the Shared Accunt bx 34 P a g e

41 Cntributins Manual Then, finish matching the rest f yur unmatched items and save yur batch. The next time yu scan a check frm the bank with this same ruting number and accunt number, yu will have the ability t search fr anther huse- hld when yu are wrking yur batch in FellwshipOne.. After all the husehlds have been assciated t the accunt, yu will have the ability t simply select the crrect ne. Figure 13: Husehld chices Select the crrect ptin and mve n t the Next item until yur batch is cmplete. Skipping an Item Users d have the ptin t skip a check during the matching prcess in FellwshipOne by clicking n the right arrw in the Batch Queue r clicking n Next item at the bttm f the screen. Tip! When yu skip an item in FellwshipOne, n matching takes place. When yu click Next, FellwshipOne assumes that yu did match it as part f the prcess. The system will save the cntributin details that have already been entered and yu will be taken t the next cntributin. Auditing Batches and Reprting All financial infrmatin is subject t an audit, right? We've made accessing the Audit infrmatin that easy t find in FellwshipOne. Audit infrmatin can be viewed in the prtal r utput in yur preferred frmat (like Excel) using reprts in the Reprt Library. Scanned Cntributins - Audit Infrmatin On the ccasin when a batch needs t be audited, simply click n the Actins gear next t the batch yu want t wrk with and chse View Audit. Tip! The Scanned Cntributins Audit screen will be similar fr bth the Single Fund and Split Fund batches. The biggest difference being that if the cntributin is split acrss multiple funds, 35 P a g e

42 Cntributins Manual users will see a drp-dwn buttn. The cntributin can be expanded t shw the multiple funds as shwn abve. Als, the fund designatin will nt be at the batch level, but at the cntributin level. SPECIAL NOTE fr UK Churches: Specifying D nt thank will be available. It will be lcated at the batch level fr Single fund batches and at the cntributin level fr Split fund batches. When entered at the batch level, it s saved at the cntributin level. Cre Reprt G1050 Cre Reprt G1050 was designed with "all things giving" in mind! This reprt displays everything yu might want t see regarding an individual's giving r an entire husehld's giving. The missin f this reprt is t return details abut giving received within a time perid autmatically summarized by thse details. The reprt summarizes these details in 3 ways: It will dynamically cmbine recrds tgether based n the fields yu have selected fr utput; shwing the highest level f granularity that it can. Subttal grupings by many varius categries are available n a single page/sheet. Divide the results int multiple pages/sheets using thse same categries. Recmmended uses fr this reprt include: Summarizatin Recnciliatin Auditing Data analysis Verificatin Research If yu need t understand the details f the giving data yu are capturing frm many different perspectives, this reprt is fr yu. Batch Credit Card Prcessing If yur church allws peple t give with a debit (using the Visa r MasterCard netwrks) r credit card, yu can run these transactins in a batch using Batch Credit Card Prcessing 1. Getting Started T use batch credit card prcessing, yur church must have several things in place as fllws: 1. Yu must have a payment gateway enabled. G t Giving > Setup > Accunt References and check 36 P a g e

43 Cntributins Manual the Payment Gateway ID field. If there is n ptin in the drp-dwn list, yu d nt have a payment gateway. 2. Yu must cnfigure Accunt References. This is the actin that enables yur payment gateway. The name will typically be "Giving", but yu can name it whatever yu want. 3. Finally, yu must tie the accunt reference t any fund yu want t use while using batch credit card prcessing. Simply edit the fund and select the "Giving" accunt reference, save yur fund and yu are ready! When t Use Batch Credit Card Prcessing This feature is typically used when yur giving envelpes include a space that allws the entry f credit card infrmatin. As shwn belw, this tithe envelpe has a special space fr this purpse. Figure 14: Giving Envelpe 1 The ability t prcess several credit card transactins tgether within a batch. This service is available if yu have a payment gateway enabled. One benefit f using Batch Credit Card Prcessing is that all credit card transactins can be run and immediately assciated with the cntributr in ne step. Additinally, when prcessing a split cntributin (split between funds), nly ne transactin fee is charged rather than a fee per split. Creating a Credit Card Batch The first step in Batch Credit Card Prcessing is t create a batch specifically fr credit card prcessing. Yu must have Cntributins Write security access t perfrm the fllwing prcedure. One cnsideratin t make befre yu begin is yur batch naming cnventin. It's a gd idea t adpt a cnsistent naming pattern s that batches can easily be fund later when using cntributins search. Sme examples f naming cnventins are the fllwing: 37 P a g e

44 Cntributins Manual Initials f the persn entering-date-fund (example: tjc general) Initials f the persn entering-date-batch number (example: tjc ) Initials f the persn entering-batch number-date (example: bw ) Yu can decide upn yur wn cnventin! Add a Credit Card Batch 1. Click Giving > Cntributins > Batches. The Batches frm appears. 2. Type a Batch name. 3. Type the ttal amunt f all cntributins in the batch in the Batch amunt field. 4. Select the This batch will be used t prcess credit cards check bx. This check bx will nly appear if yu have a payment gateway enabled. Selecting this check bx enables new fields related t where t attribute the credit card payments. 5. Type the date the credit card infrmatin was received in the Received date field. Yu may als click the calendar icn t chse a date. 6. Optinally, select an activity t assciate with these cntributins. While nt a required field, activity assciatin can help yu later as yu run reprts that display the ttal cntributins received at an activity. 7. Click Select in the Activity time field. 8. Select the ministry, activity and date range. 9. Click Shw activity times. 10. Select the crrect activity date/time frm the Select an activity time drp-dwn list. 11. Click Select. The activity date/time is nw assciated with this batch. 12. Click Save batch. Yu are nw ready t begin entering credit card cntributins. Authrize the Credit Card Batch After yu have added the credit card cntributins t yur batch, yu are ready t authrize payment. The prcess f authrizing sends the credit card data t yur payment gateway and in the prcess des the fllwing: Accurate Infrmatin Ensures the infrmatin yu entered is accurate. Ensures the availability f funds. Places a hld n funds available fr the credit card. During the authrizatin prcess, the payment gateway sends a request t the card issuer. All card issuers perfrm an address verificatin search. Each card issuer treats the results f the verificatin differently. This request lks at different things depending upn card type. The ne cnsistency is card type, card number and expiratin date. This infrmatin is checked fr accuracy and will return an errr if yu d nt enter the crrect card number r card type. Availability f Funds Authrizatin checks t make sure there are available funds fr the accunt. If yu are authrizing a credit card transactin split amng funds, all splits must clear t cmplete authrizatin. Fr example, if a persn gives $500 split equally between the General and Missins funds, bth $250 transactins must authrize t authrize the entire amunt. If $250 authrizes fr the General fund, but there is a lack f available funds t authrize the $250 t Missins, the entire $500 gift will fail t authrize. Hlds n Available Funds Once a card has been authrized, a 48-hur hld has been placed n the requested amunt. This hld will be in place until yu settle the batch r the 48 hurs expires. 38 P a g e

45 Cntributins Manual NOTE: If yu try t settle the batch after the 48-hur windw, the entire batch will fail. Authrizing the Batch When yu have entered all cntributins int yur credit card batch, yu can authrize payment. Yu will ntice that a running ttal appears in the bx n the right side f the screen as yu are entering credit card cntributins. An Authrize buttn appears but will be disabled until yur batch ttal matches the ttal entered. 1. If yu are nt currently wrking within the batch, yu will have t repen it t authrize. Simply click Giving > Cntributins > Batches. Click n Credit Card Batches t lcate yur batch. 2. Click the actins gear in the far-right clumn and select Resume prgress. Yur batch will display in the Add Cntributins step. 3. Click Authrize. Yu may wait t see the results r yu can cntinue wrking n ther things while the authrizatin cntinues. Once started, authrizatin will cntinue t prcess even if yu are nt n the page r nt signed int FellwshipOne. Failures If a credit card transactin fails, a Failed indicatr appears beside the transactin. Figure 15: Failed authrizatin Click the dwn arrw icn t see the reasn. Figure 16: Authrizatin failure cde 39 P a g e

46 Cntributins Manual Obviusly, there are many reasns a card authrizatin can fail. Yu can always sign int yur CyberSurce payment gateway prtal t see mre details abut a specific transactin. At this pint yu have the fllwing ptins: Click Edit t edit the infrmatin yu have entered. Yu can change card types and edit the accunt number and expiratin date. Once saved, authrizatin restarts and will attempt t authrize again. Click Delete t remve the failed authrizatin frm the batch. This actin will update yur batch ttal and add the authrizatin failure and remval t the audit lg Settling a Credit Card Batch The third step in batch credit card prcessing is t settle yur batch. Yu can nly settle a batch that has been cmpletely authrized. See Authrize the Credit Card Batch fr details. If any part f the batch fails the Authrize step, yu will nt be able t settle the batch. NOTE: An authrized batch is nly available fr 48-hurs. If yu try and settle a batch that has been authrized lnger than 48-hurs, it will fail. Yu will need t first, re-authrize the batch befre yu try t settle it. Settle a Batch 1. If yu are nt currently wrking within the batch, yu will have t repen it t settle it. Simply click Giving > 2. Cntributins > Batches. Click n Credit Card Batches t lcate yur batch. 3. Click the actins gear in the far-right clumn and select Resume prgress. Yur batch will display in the Authrize step. 4. Click Settle this batch in the Charge transactins bx n the right side f the screen. Yu may wait t see the final utcme f the batch settlement, r yu can leave this page and g n t smething else. Once yu click the Settle this batch buttn, the settling prcess starts and will cntinue whether yu are wrking in FellwshipOne. Failures The main reasn a batch can fail at this pint is the expiratin f the 48-hur authrizatin windw. Remember that yu have 48-hurs t settle a batch after it has been authrized. If this time has expired, the batch will fail t settle and yu will see a Failure errr. Yu must reauthrize the batch t settle it. Auditing a Credit Card Batch During the batch credit card prcess, yu may view an audit lg at any time and in any stage f the prcess. The audit lg cntains tw parts: an audit trail and a recrd f all cntributins added t the batch. View the Audit Lgs 1. Click Giving > Cntributins > Batches. The Batches list appears. 40 P a g e

47 Cntributins Manual 2. Click Credit Card Batches. If necessary, click the magnifying glass t search fr a past batch. 3. Click n the name f the batch t audit. Figure 17: Audit Lgs The audit lgs display in tw different panels. The tp panel (Audit Batch) displays the details f any additins r changes made t the batch. It lists the user wh made the change, the time and date the changes were made alng with the results in the case f authrizatins and settlements. Click Dwnlad PDF t view a printable versin f the lg. This ptin is als available by clicking the actins gear at the bttm f the lg. The bttm panel (Cntributins) displays all cntributins in the batch. Yu can dwnlad this in spreadsheet frmat by clicking the Dwnlad Excel link. Recnciling a Credit Card Batch Batch Credit Card Prcessing allws yu t send credit card payments t be prcessed in a single batch. Recnciling these transactins is little different than yu are used t recnciling nline giving r event registratin payments. The fllwing prcedure utlines the steps t take t recncile these batches with yur bank balance. FellwshipOne sends transactins t CyberSurce seven days a week. CyberSurce sends transactins t yur merchant accunt prvider seven days a week. Yur merchant accunt prvider will prcess n banking days nly. CyberSurce autmatically clses each day s batch arund 9:00 PM Pacific. The batch is then sent t yur merchant accunt prvider fr prcessing. Depending n yur merchant accunt prvider, yu will either have a separate depsit fr each day a batch is created by CyberSurce, r they will cmbine all weekend batches int ne depsit. Yu will need t verify which methd yur merchant accunt prvider utilizes. Yu can expect a 2-5 business day windw frm the time payments leave FellwshipOne t the time yu receive the depsit in yur bank accunt. This timeframe will be cnsistent, except fr banking hlidays. If a bank hliday ccurs, yu can expect an extra day f prcessing time. NOTE: FellwshipOne des nt have cntrl ver hw payments are batched nce they leave Fellwship One. 41 P a g e

48 Recncile a Single Day: Cntributins Manual Please use the Cre Giving Recrds Reprt G1050E (use the current versin) with the fllwing parameters (these settings can be fund in the " Return Giving" filter sectin): Based n this Date Occurring within this Date Range Occurred n r After Occurred n r Befre Occurring n r After this Time Occurring n r Befre this Time Belnging t these Batches Received Date Custm Date Range The date befre the date yu need The day yu want t see PrfitStars Batch Cycle Start PrfitStars Batch Cycle End N Value l Yu can leave the default selectins r make yur wn EXCEPT fr the "Return based n Originatin" under the Additinal Filters sectin. Yu shuld chse Bank Card Batch (Credit). If yu chse "Select All", the system will return all the surce creatin types rather than just the Credit Card Batch surce. Remte Depsit Capture FellwshipOne has partnered with PrfitStars ( t prvide a Remte Depsit Capture (RDC) 1 slutin that fully integrates with FellwshipOne. RDC will allw churches t leverage a bulk check scanner t cnvert paper checks int electrnic transactins. By prcessing checks thrugh the ACH netwrk r Check 21 image exchange netwrk, funds will be autmatically depsited int the church s designated bank accunt. After the checks have been prcessed they will be sent t the church s FellwshipOne database fr review and data management prir t psting t an individual s cntributin histry. Sme f the benefits f using RDC are: Electrnic depsit f funds int bank accunts withut having t physically submit each check fr depsit at the bank. By having checks prcess thrugh a clearing huse, funds will be mre quickly available. Bulk prcessing may reduce per check depsit prcessing csts by aggregating checks int a single depsit. RDC will reduce the church's administrative verhead simply by prviding a mre streamlined and cst-effective methd fr prcessing cntributins. Churches cnsidering RDC may want t cnduct sme analysis t determine if, and t what degree they will see the financial benefits f the slutin. A key element t cnsider in the analysis is the business relatinship f the church with their bank. Is RDC right fr my church? RDC is right fr yur church if: Yu currently subscribe t the Premier editin f FellwshipOne. 42 P a g e

49 Cntributins Manual Yu primarily receive checks drawn against U.S. banks which are prcessed thrugh the U.S. Federal Reserve System. Yu can accept that there may be delays with depsits when human interactin is required because f issues with the depsit like: An illegible check. Insufficient funds available t prcess the check. Yur bank charges yu fees fr physical check depsits. Yu will incur hardware csts and transactinal fees abve and beynd yur FellwshipOne subscriptin fees, hwever, using the RDC slutin, yu shuld expect t gain cst savings and see cash flw benefits. 1 A cntributins features that allws churches t leverage a bulk check scanner t cnvert paper checks int electrnic transactins. Other Cnsideratins Fund availability Prcessing checks thrugh a clearing huse may allw funds t be available sner instead f having t be prcessed with a standard banking waiting perid. A church culd expect t see a fully funded depsit within 24 t 48 hurs f scanning a Remte Depsit Capture batch. PrfitStars guarantees (within certain parameters) a depsit befre the cntributr's accunt is actually debited. Bank fees Many banks charge a fee fr each check that is depsited in bulk. Fees fr each check depsited may range frm $0.00 (free) t $0.30 each. Bulk prcessing may reduce per check depsit prcessing csts, as batches f checks will be aggregated int a single depsit. Other fees Churches will incur a per mnth base fee frm PrfitStars fr the use f RDC. In additin, each check prcessed thrugh RDC will either incur transactin fees fr ACH transactins and/r Check 21 transactins. Additinal fees may be incurred when human interventin is required t decipher check amunts, crrect batch ttals, r when a check is returned fr insufficient funds. The exact fees incurred will be cmmunicated when yu decide t add RDC t yur editin f FellwshipOne. Manual prcessing time Using RDC fr bulk scanning will change the wrkflw fr prcessing check cntributins. While sme prcesses such as separating checks int batches and perfrming 10-key cntrl amunts will remain the same, the details and rder f ther tasks within the prcess will be different. Churches shuld expect it t take less verall end-t- end user data entry time when utilizing RDC. 43 P a g e

50 Cntributins Manual Yu may want t cnduct a basic time and mtin study t better understand the time savings garnered by RDC. With many churches, time savings will als equate with cst savings since check prcessing is cnducted by paid staff. As a rule, churches that have a high vlume f checks that are nt split acrss fund designatins will see the mst time savings. Preparing yur cntributrs Yu will need t infrm givers that their paper checks will be electrnically prcessed. Example verbiage is prvided during the RDC setup prcess. What equipment d I need? Yu will be prvided with a list f bulk check scanners that are cmpatible with the PrfitStarsRDC slutin. Many different brands and mdels are available, hwever, FellwshipOne recmmends and prvides technical supprt fr the Epsn CaptureOne TM-S1000 Check Scanner. Cmplete details are available fr dwnlad in the Hardware Guide. Adding RDC t FellwshipOne Verify yur FellwshipOne editin by lgging int FellwshipOne (yu will see it in the bttm left crner f the hme page). My Editin Lcatin Premier editin custmers have the ptin t use RDC. If yu have any ther editin and want t upgrade, please ur Custmer Success Team at csm@fellwshipne.cm fr mre infrmatin. Premier (and Enterprise) custmers shuld financialservices@fellwshipne.cm t get started. Our Payment Prcessing specialists will cntact yu t begin the setup prcess. Alternatively, yu can start a supprt request t get started. Remte Depsit Capture Wrkflw Remte Depsit Capture (RDC) is the prcess f scanning checks int the PrfitStars prtal and saving the successful batches int FellwshipOne. The wrkflw belw, displays the step-by-step prcess f first batching yur checks by fund, scanning them int the PrfitStars prtal and then matching and saving the batches in FellwshipOne. 44 P a g e

51 Cntributins Manual Figure 18: The RDC Wrkflw Base Features The base features f the PrfitStars RDC applicatin are: PrfitStars will Create batches and scan checks in bulk transfrming paper checks int electrnic transactins. Using technlgy r human interactin, PrfitStars will determine the accunt/ruting numbers and amunts fr each check. Human interactin is nly needed if the accunt/ruting line r the check amunt is bscured r illegible. If human interactin is needed, additinal fees will apply fr each check that must be deciphered by a human. Cnsult yur PrfitStars fee schedule fr details. verify the batch accrding t the cntrl amunt entered by the church. If the cntrl amunt is within $10 f the actual prcessed batch amunt, the batch will prcess and PrfitStars will adjust the batch accrdingly. If the cntrl amunt is greater than $10 f the actual prcessed batch amunt, the batch will be rejected and church staff will receive an ntificatin. FellwshipOne will: pll PrfitStars regularly fr batches that have successfully cmpleted PrfitStars prcessing rutines. All successful batches will lad in FellwshipOne in a pending state. aut-match check transactins t individuals if the accunt/ruting number fr scanned checks has previusly been matched t an individual s accunt recrd. Church staff will: review a batch's transactins and match any unmatched items t individuals. apply a received date and assciate fund designatins as apprpriate. (ptinally) apply an activity t the batch if apprpriate. Additinal Features Sme additinal features included with the RDC applicatin are: Churches may assciate an activity date and time t the batch f remte depsit transactins. A system audit trail fr all user interactin within the batch. The ability t add new peple, as individual recrds and cntributrs withut breaking the 45 P a g e

52 wrkflw (including address verificatin). Remte Depsit Capture Security Rights Cntributins Manual Users must have a PrfitStars username and passwrd, which will be cnfigured upn accunt creatin. The PrfitStars Administratr at yur church can create and assign security rights t ther users. FellwshipOne users need the Cntributin Write, Peple Edit and Primary Address security rights t: Create new RDC batches. Reprts n the PrfitStars interface. Mnitr the status f batches. With these security rights, users can: View remte depsit capture batch listings. View the audit page f the batch. Review each transactin in a batch, including check images. Match a transactin t an individual r husehld, thugh it is nt required. Add an individual r husehld and a primary address. Assciate a received date t the batch. Assciate a fund/sub fund/pledge cmbinatin t the batch. Save the batch, thereby updating FellwshipOne. Applying GL Pst Dates t Remte Depsit Capture "Pending" Batches The GL Pst Date allws yu t tag cntributins as t when they have been added t yur general ledger. The main purpsed f applying this date is t lck yur cntributins dwn. Once this date has been applied yu can n lnger pen and edit the cntributins frm the FellwshipOne Cntributins check scanning applicatin. Users wh have access t Giving in FellwshipOne can still g in and make changes if necessary. Yu can apply a GL Pst Date t all cntributins within a Remte Depsit Capture batch still in the state f "Pending". 1. Click Giving > Cntributins > Batches > Remte Depsit Capture. 2. A list f batches appears. If yu d nt see the batch yu need, yu can search using the magnifying glass icn. 3. Mdify the search filters and click Search. 4. Click n the name f the batch yu want t wrk with. 5. Type in the GL pst date r use the calendar feature. 6. Click Save this batch. All cntributins within the batch nw have this date applied t the GL Pst date field. Auditing RDC Batches 46 P a g e

53 Cntributins Manual One f the great benefits f using RDC is the ability t see a cmplete audit trail. Yu can see audit trails fr Saved batches and Pending batches. Select Giving > Cntributins > Batches > Remte Depsit Capture, and then click n the Actins gear next t the name f the batch, finally click View Audit. This view displays a snapsht f the depsit as well. Figure 19: Audit and Depsit Snapsht NOTE: The Depsit Snapsht is exactly what it sunds like - a picture f the batch in the state it was received frm PrfitStars. Yu can view the audit trail r dwnlad the audit as an Excel file by clicking Dwnlad Excel in the lwer right-hand crner f the audit screen. Figure 20: Remte Depsit Audit Excel File Matching Unmatched Items - RDC When prcessing an RDC depsit, it's best t match all yur checks t cntributrs prir t saving the batch, althugh the batch can be saved withut matching unmatched items. Match an Unmatched RDC Batch Transactin in FellwshipOne: 47 P a g e

54 Cntributins Manual Click Giving > Cntributins > Batches > Remte Depsit Capture. Click the name f the batch yu want t wrk with. Click Match beside the unmatched item. An image f the check appears. If there are any likely matches, they will appear belw the check image. Click the arrw beside a cntributr's name t attribute the cntributin. If yu dn't see the crrect cntributr, type a name r partial name in the Name field and press the Enter key r click Search. Additinally, try searching by address if name des nt return results. Click the Select buttn beside a cntributr's name t attribute the cntributin. If the cntributr is new and cannt be fund using the search feature, click the New individual buttn. The individual data entry frm appears allwing yu t enter the persnal details frm the check. The scanned check will appear abve the data entry fields s yu can easily add the infrmatin. Yu can expand the check image t see the entire check by hvering ver the check and clicking Expand. Yu can cllapse the image view as well by clicking Cllapse. When adding a new persn, the default husehld psitin is Head. Yu can change it by clicking n the drpdwn arrw next t the psitin. Yu als can add anther persn t the husehld at this time. The additinal persn's default husehld psitin is Spuse. Shared Accunt Checks If a scanned check is frm an accunt shared by multiple cntributrs, all cntributrs display as chices fr matching. NOTE: Shared accunts are typically caused when cntributr's use their bank's nline bill pay services. The bank debits the cntributr's accunt and then pays with a check frm the bank's accunt. Because multiple cntributrs may use this service, shared accunt checks can ccur. Whps! I saved my batch befre matching! N prblem! Any unmatched cntributins will appear in the Giving > Cntributins > Unmatched queue. Yu may match cntributrs frm this queue as well. Nte: Using the Unmatched queue will break the RDC audit trail. Anything yu match using the unmatched queue will nt be reflected in the RDC audit trail. Prcessing Remte Depsit Capture Depsits Prcessing depsits thrugh Remte Depsit Capture (RDC) is a simple three-phased prcess: preprcessing, PrfitStars prcessing, and FellwshipOne prcessing. Pre-Prcessing Batches are an imprtant part f RDC. Yu must batch checks by fund/sub fund/pledge drive designatin. Yu can apply a single designatin t each batch r yu can create a batch f split cntributins. T make prcessing quick, the fllwing shuld be dne prir t lgging int PrfitStars. 1. Separate checks int batches by fund designatins. 48 P a g e

55 Cntributins Manual Tip! There is n limit n the number f checks that can be in a batch; hwever, the bed f the scanner has a limitatin. Additinally, it may be helpful t keep the batches n larger than 100 checks. This will help if a batch is rejected. Yu will have t re-submit any rejected batches (excluding the items that caused the batch t reject). 2. Cunt the number f checks in each batch and recrd the number. 3. Run a 10-key r calculatr ttal f each batch and recrd the amunt. PrfitStars Prcessing When yu have cmpleted batching yur checks, yu are ready t start scanning them int the PrfitStarsRDC applicatin. Sign in t the PrfitStars prtal and fllw directins prvided in the PrfitStars manual. Prcessing and Saving Batches infellwship The last step is t mnitr FellwshipOne fr batches that have successfully been prcessed in PrfitStars. All batches that were successfully prcessed thrugh PrfitStars will autmatically be transferred t FellwshipOne. Hwever, each batch will need t be saved with the fllwing infrmatin: Any cntributin that has an accunt/ruting number that has nt been scanned previusly will need t be matched t the crrect cntributr. New cntributrs can be added at the time yu chse t match the cntributin. A fund/sub fund/ pledge drive designatin (sub fund and pledge drive are nt required) An activity instance (fr example, the 11:30 Wrship Service activity frm the past Sunday). This is an ptinal step. Yu can als chse t add a GL Pst Date 1. 1 Applying this date t a batch f transactins lcks the batch frm future edits by the FellwshipOne Cntributins applicatin. Prcess and Save a Batch: 1. Click Giving > Cntributins > Batches > Remte Depsit Capture t display a list f recent batches. 2. Select the Pending ptin in the filters n the right side f the page under "Shw" and click Filter. 3. Click either the Actins gear r the name f the batch yu want t wrk with. 4. Match any unmatched items. 5. Click Save this batch. RDC Batches Finding and saving RDC batches can be dne by FellwshipOne users wh have Cntributins Write security access. FellwshipOne regularly mnitrs and plls the PrfitStars servers lking fr batches that have successfully cmpleted RDC prcessing. As each batch successfully prcesses thrugh PrfitStars, it will cpy ver alng with all data t FellwshipOne. Finding and Viewing RDC Batches 49 P a g e

56 Cntributins Manual There are tw ways t view an RDC batch: by viewing the audit recrds f the batch and by viewing the individual transactins in the batch. First, lcate the batch using the fllwing prcedure: Find an RDC Batch 1. Click Giving > Cntributins > Batches > Remte Depsit Capture t display a list f recent batches. 2. T find a batch by name, amunt r by date range, click the magnifying glass icn. A drawer will slide dwn prviding search fields. Type the search criteria in the apprpriate fields and click Search t view a list f RDC Batches. T find an RDC Batch by status, use the Shw... filters: 1. T see all RDC Batches select the All ptin and click Filter. 2. T see all RDC Batches that have been saved with received date, fund designatin and activity, select the Saved ptin and click Filter. 3. T see all RDC Batches that have nt been saved, select the Pending ptin and click Filter. Viewing the Audit Histry Once yu have fund the batch t wrk with, yu can view the audit histry by clicking Actins gear next t the batch name, fllwed by View Audit. The audit histry displays time/date stamps and each FellwshipOne user that wrked within a batch including what the user did t mdify the batch. It will als display the GL pst date if ne has been entered. NOTE: The audit histry displays a snapsht f the batch as it appeared when imprted int FellwshipOne frm PrfitStars. It will nt update as yu begin matching the cntributins t the crrect cntributrs. Viewing the Batch Details If yu want t see an exact listing f each cntributin, click the name f the batch r the Actins gear > View Batch. The details fr each item in the batch are displayed - wh the check was attributed t, the fund/sub fund and pledge drive designatins, any activity applied t the batch, check number and amunt. There is als an icn yu can click n t view the check. Editing Remte Depsit Batch Cntributins Edits t Cntributins in RDC Batches must be dne thrugh the batch. They cannt be dne in the Individual's Giving Recrd. Remte Depsit Capture Split Cntributins 50 P a g e

57 Cntributins Manual Using the PrfitStars Remte Depsit Capture slutin gives users the ability t split cntributins between funds! Yu decide whether t prcess a batch in either a single fund r split fund wrkflw. NOTE: Each check in a split batch must be split and balanced befre the batch can be finalized. See the alert in the image belw: Tip! Dn't switch between single and split batches unless yu are abslutely sure yu need t. When yu d, all the details at the cntributin level will be lst. There is n und buttn! Fr each transactin, yu will see: The check image Transactin ID Cntributin details Accunt number Ruting Number Reference Number Amunt T split cntributins. simply select the apprpriate fund/pledge drive and sub fund (if necessary) fr the first gift, enter the amunt, and then click the Add anther link t enter the next ne. If the fund designatin des nt ttal zer, the batch cannt be saved and yu will receive an errr message Yu will als see the amunt that the batch is ut f balance in red: 51 P a g e

58 Cntributins Manual Checks with shared accunt numbers can als be prcessed in a split batch. Fllw the same prcess yu wuld use when prcessing a single matched cntributin. Checks can be matched t the individual r husehld fllwing the same business rules fr single fund batches. Hwever, yu aren't required t match the cntributin t an individual r husehld during this wrkflw. After yu've entered all the split cntributins and if there aren't any issues with yur batch, click Save. The Cntributin Details will be saved. When cnducting an audit n a depsit with splits, yu will see a screen like this: T drill further dwn in t the batch, yu click Shw splits. Yu will see the cntributin infrmatin and fund details Handling RDC Cntributin Exceptins When wrking with Remte Depsit Capture (RDC), yu will encunter the fllwing cases where 52 P a g e

59 Cntributins Manual yu will need t wrk utside the RDC prcess. Cnsult the fllwing cases and the exceptins that need t be made. Case 1: Cntributr asks fr a refund - Infrequently, a cntributr may find that she has made a mistake when giving a cntributin and is frced t ask fr a refund. T accmmdate this case, yu will need t perfrm tw steps: 1. Visit the Giving > Cntributins > Cntributr Details page and cpy the reference cde fr the gift t be refunded. 2. Sign int the PrfitStars prtal and search fr the cntributin by using the reference cde yu 3. cpied in step Refund the transactin. 5. In FellwshipOne, make sure yu use the actins gear t reverse the cntributin. Additinally, yu may als chse t edit the reversed cntributin and make a nte in the mem field as t why it was reversed since it is nt technically an insufficient fund check. Case 2: Cntributr asks fr a different designatin - If a cntributr asks fr a gift t be attributed t a different fund designatin than yu riginally entered fr the RDC batch, yu may edit the cntributin and change the designatin. Nte that ding this will break the audit trail fr this batch. The practice f editing cntributins that have been prcessed using RDC shuld be very limited and nly used when necessary. Recnciling Remte Depsit Capture Batches Yu can prcess RDC batches thrugh PrfitStars every day. Hwever, if yur depsits need human interventin, these batches will be prcessed n regular bank business days. Yu can expect t see a fully funded depsit within 24 t 48 hurs f scanning an RDC batch. If a bank hliday ccurs, yu can expect an extra day f prcessing time. Persnal r business checks physically depsited int a bank accunt may have t clear the cntributr's accunt befre the depsitr can access thse specific funds. PrfitStars guarantees (within certain parameters) a depsit befre the cntributr's accunt is actually debited. Recncile a Single Day: Please use the G1050E (PrfitStars) reprt with the fllwing parameters: Please use the Cre Giving Recrds Reprt G1050E (use the current versin) with the fllwing parameters (these settings can be fund in the " Return Giving Recrds" filter sectin): Based n this Date Occurring within this Date Range Occurred n r After Occurred n r Befre Occurring n r After this Time Occurring n r Befre this Time Belnging t these Batches Received Date Custm Date Range The date befre the date yu need The day yu want t see PrfitStars Batch Cycle Start PrfitStars Batch Cycle End N Value 53 P a g e

60 Cntributins Manual We recmmend that yu chse the fllwing filters beginning with the sectin titled "Cnfigured Displayed Out- put": Page/Sheet Break On SubGrup with Subttal On Giving Fields t Display Cntributr Fields t Display Primary Address Fields t Display Metric Subttals t Display Srt Recrds by Ignre This Fund ACH, Check, Cash r Credit Card Cntributr Name Full Address Ignre This Fund, SubFund, Amunt Scrll dwn t the Additinal Filters sectin Under "Return based n Cntributin Type", select ACH Next, click Run Reprt. Remte Depsit Capture - Organizatins When prcessing an RDC depsit, it's best t match all yur checks t rganizatins prir t saving the batch, althugh the batch can be saved withut matching unmatched items. T match an unmatched RDC batch transactin with an rganizatin in FellwshipOne: 1. Click Giving > Cntributins > Batches > Remte Depsit Capture 2. Click the name f the batch t display the transactins within a batch 3. Click Match beside the unmatched item. An image f the check appears If there are any ptential matches, they will appear belw the check image. Click the arrw beside an rganizatin's name t attribute the cntributin If the rganizatin is new and cannt be fund using the search feature, click Organizatin > New rganizatin. The rganizatin data entry frm appears allwing yu t enter all details frm the check. The scanned check will appear abve the data entry fields s yu can easily add the infrmatin. Yu can expand the check image t see the entire check by hvering ver the check and clicking Expand. Yu can cllapse the image view as well by clicking Cllapse. Tip! FellwshipOne will verify the address when yu add it t the rganizatin! 4. Click Save rganizatin Cntributin Statements Cntributin statements are ften time cnsuming and difficult t run due t the sheer number f statements that must be gathered. Fr this reasn, FellwshipOne includes a statement request and queuing tl. When a statement request is submitted, it is immediately added t a queue where FellwshipOne runs and generates the statement files while yu cntinue wrking. 54 P a g e

61 Understanding the Data Warehuse Cntributins Manual Cntributin infrmatin fr the statement generatr is hused in a different lcatin than yur FellwshipOne cntributins infrmatin. The reasn it is separated are fr thse times when yu are running hundreds, if nt thu- sands f statements. If yu were t d this within FellwshipOne, it wuld take all the bandwidth resurces frm yur database and prevent ther users frm wrking. T mitigate this prblem, ACTIVE Netwrk Faith created the Data Warehuse. Rest assured that it is an exact cpy f yur cntributins data. In fact, data frm FellwshipOne is replicated int the Data Warehuse nightly. NOTE: Because replicatin nly happens during the night, any changes yu make t data in FellwshipOne will nt appear in statements created frm the statement generatr until the fllwing day. If yu need a statement immediately, use the Reprt Library t generate single statements. What abut the Reprt Library? Yu can use reprts frm the Reprt Library if yu wuld like. All the styles available in the statement generatr are als available frm the reprts in the Reprt Library. The main caveat is that yu cannt run hundreds f statements at a time. Hwever, these reprts are perfect fr when yu need t run single cntributin statements, especially if yu need t run a statement the same day yu have made a change t an individual s cntributin data. The cntributin statement reprts are lcated by clicking Reprts. When the Reprt Library pens, click FT Reprts and then click the Statement tag. Any statement reprts aside frm thse marked (Data Mart) will result in a current cntributin statement. Statement Files As statements begin t prcess, PDF files are created in the statement queue. Each file cntains 1000 statements. These statements can be either multi-page r single-page statements s the file may be mre than 1000 pages. Depending upn hw the statement request was cnfigured, the file names will either be by last name/rganizatin name r by zip cde. Example 1: A church runs a statement request limiting the statement utput t all statements within the zip cde blck fr the year statements match the criteria. Since each file nly hlds 1000 statements, three files are generated. The files will be named Pstal Cdes (1st statement zip cde th statement zip cde), Pstal Cdes (1001st statement zip cde th statement zip cde), and Pstal Cdes (2001st statement zip cde th statement zip cde). Example 2: A church runs a statement request with n limits n the statement utput and the utput is srted by last name statements are generated. Since each file nly cntains 1000 statements, 6 files are generated. The files are srted by last name (r rganizatin name) as requested and will be named Last Name (1st statement last name/rganizatin th statement last name/rganizatin). The remaining 5 files are named in successin accrding t the 1st statement's last name and the 1000th statement's last name. Additinal files Tw additinal files may be created with the statement files. The Reprt Summary generates any 55 P a g e

62 Cntributins Manual time statement requests are created fr any set f statements ther than individual statement requests. Individual requests nly cntain ne statement, which des nt require a summary page. The Pstal Cde Reprt is generated if this ptin is selected n the statement request. This reprt is cm- parable t the existing G1000z - Cntributin Cunts by Zip Cde reprt fund in the Reprt Library. Statement Builder FellwshipOne is equipped with a cntributin statement builder that will help yu quickly and easily generate yur statements. Befre prceeding, make sure yu read abut the Data Warehuse in Cntributin Statements. The statement builder allws yu t create statement requests that are sent t a queue t be generated while yu cntinue t wrk. This prvides the benefit f running cntributin statements withut having t stp wrking t wait fr the PDF file t generate. Statements requests can be filtered t include all cntributins fr the selected year, r a pstal cde blck, r nly thse statements greater than a certain amunt. NOTE: The church's mailing address that displays n the cntributin statements can be cnfigured by a user with Administratr security access rights in Admin > Church Setup > Mailing Address. Submit a New Statement Request 1. Click Giving > Statements > Statement Builder. The Statement Request frm -appears. My Statements If yu want t save yur request t use again, d ne f the fllwing, if yu are just experimenting, leave these fields blank: Type a name in the Create new field (the radi buttn is selected by default). Select the Use existing radi buttn t select a request that has been prcessed previusly (select the request frm the crrespnding drp-dwn list). This feature allws yu t save yur request t run again in the future. Statement Date Range The Statement Date Range fields cntrl the cntributins that display in the detailed cntributin sectin f the statement and the summary cntributin sectin f the statement. Yu can have different dates fr these fields. Fr example, if yur church sends quarterly statements, chse the current quarter in the Detail dates and the year-t-date dates in the Summary dates field. 2. Cmplete the Detail dates and Summary dates fields. As mentined previusly, these date ranges can be different r the same. If running yearly cntributin statements, these date ranges will be the same. Yu can click the duble calendar icn t select Filters 3. Chse ne f the fllwing t limit the statements generated: 56 P a g e

63 Cntributins Manual D n limit Pstal Cde Range By Husehld/Org By Grup Selected by default; n limits are included in the generated statements. Select the radi buttn and enter a range f pstal cdes t include in the generated statements. Select the radi buttn and click Select t find the individual r cmpany t generate a specific statement. This selectin runs a single cntributin statement. Select the radi buttn and chse the grup fr which yu want t generate statements. 4. Optinally, type a number in the Amunt field t limit the statements that are generated t thse that include cntributins that ttal t an amunt greater than the number entered. 5. Optinally, click Select in the Funds field t select individual funds and mit thers. The dialg bx displays all funds (inactive and active) and all funds are selected by default. Hld dwn the Ctrl key n yur keybard and click any fund t mit frm the request. Cntinue t hld dwn the Ctrl key until all funds have been selected r cleared. Click Select funds. 6. Optinally, repeat step 6 fr Sub funds and Pledge drives. All sub funds and pledge drives are selected by default. 7. Optinally, click Select in the Status field t select individuals by status. The dialg bx displays all active statuses and sub statuses and all are selected by default. Hld dwn the Ctrl key n yur keybard and click any status t mit frm the request. Cntinue t hld dwn the Ctrl key until all statuses have been selected r cleared. Click Select Statuses. 8. Optinally, repeat step 7 fr Attributes. All Individual Attributes are selected by default. 9. Optinally, click Select beside the Psitin filter. This filter selects all husehld member types by default. It's imprtant t nly select the Head and Spuse psitins if yu plan n rlling individual cntributins up t the Husehld level. Tip! Select nly Head and Spuse member types when yu are generating rlled up husehld statements (the Rllup Individual Cntributins t Husehld check bx in the Output area). This ensures yu will nt inadvertently rll up a child's cntributin statement t his parents' husehld statement. Request Cnfirmatin 10. Select whether t have FellwshipOne send yu an ntificatin when statement files are ready t be dwnladed. (See Cntributin Statements fr infrmatin n statement files.) Select the Send cnfirmatin t check bx and either accept the default address in the crrespnding field r type a new address in the field. Tip! Multiple addresses can be entered in this field. Separate each address with a semi-cln (;). Output 11. Select ne r mre f the fllwing: Husehlds Rllup individual cntributins t husehld Individuals Organizatins Select this check bx t include cntributins attributed t a husehld. Select this check bx t include thse cntributins attributed t individuals within the husehld in the statement. Only select this ptin if yu have selected the Head and Spuse psitins in the Psitins filter. Select this check bx t include cntributins attributed t an individual. Select this check bx t include cntributins attributed t an rganizatin. 57 P a g e

64 Cntributins Manual NOTE: If Individuals is selected, yu must first clear the check bx t enable the Rllup Individual Cntributins t a Husehld check bx. 12. Optinally, select Shw nn-cash cntributins t display this infrmatin n the cntributin statement. The infrmatin typed in the Mem field when a nn-cash cntributin is entered displays n the statement. 13. Optinally, select Shw pledge drive summaries t display a new table n the cntributin statement that displays pledge giving. All Pledge Drives are created with an assciated date range. The Calculatin Methd is referring t this date range. Select ne f the fllwing fr the Calculatin Methd: All Time (Pledge Start t Finish) Shws all pledges given by the cntributr t date, and cmpares it with the ttal pledged amunt fr the length f the Pledge Drive. Summary Date Range shws all pledges given by the cntributr within the "specified date range", and cmpares it with the amunt that was pledged t be given by the end f the cntributin statement perid. 14. Type scripture, messages, r letter infrmatin t appear within the cntributin statement in the Cmment fields. The cmment fields appear in varius places in the statement depending upn the style yu select in the Statement style drp-dwn list. Tip! Type sme example text in each f the cmment fields and run a sample statement (limit it t a single statement in the Filters area by selecting the By Husehld/Org radi buttn and selecting a husehld) with each f the styles. This will give yu a better idea f which style will wrk fr yur church. 15. Select the Output frmat fr the statements. The default selectin is PDF files; hwever, yu have the ptin f exprting the statement infrmatin in XML frmat, which can be pened in Micrsft Excel and used t mail merge int cntributin template letters yu may have already created in Micrsft Wrd. 16. Select a style frm the Statement style drp-dwn list. Yu have the ptin f creating new style sheets. See 17. Wrking with style sheets fr mre infrmatin. 18. Select a srt methd fr the statements in the Srt statements by drp-dwn list. The chices are by Last Name r Pstal Cde. This indicates the rder in which yu want the statements t print. 19. Optinally, select Include pstal cde reprt t run an additinal reprt listing all pstal cdes with statement cunts. (This reprt resembles G1000z Cntributin Statement Cunts by Zip Cde.) This reprt appears in the files that can be dwnladed in the Statement Queue. 20. Optinally, select the Include cntributr exprt check bx t include an XML file with address infrmatin 21. fr each cntributin statement. This file can be pened in Excel and used with Wrd's Mail Merge tl t create labels r envelpes. Nicely, it's in the same rder as the statements are printed making addressing envelpes easy. 58 P a g e

65 Cntributins Manual 22. Optinally, if yu are mdifying an existing request definitin, select the Save changes t the existing definitin check bx. This field is inactive unless yu have selected 23. Click Submit statement request. The request is submitted and the statement Queue appears where yu can peridically mnitr the status f yur request. See Statement Queue fr mre infrmatin. Statement Queue When a statement request is submitted it is added t the Statement Queue. The queue appears immediately upn clicking the Submit statement request buttn and displays the request, its status, the number f statements generated, the time submitted, the time cmpleted, and links t any statement files. Yu can als access the statement queue by clicking Giving > Statements > Queue. Refreshing the Statement Queue The Status field cntinues t update as the statements are prcessed. Click Refresh statement requests t update the status clumn. The statuses are as fllws: Pending Prcessing Cmpleted The initial status f the statement request. The request remains in pending state until the statements begin generating. Status displayed when the statements are generating. Status displayed when the statements have been generated. When statements have cmpleted, dwnlad links will appear. See Cntributin Statements fr a descriptin f the statement files available fr dwnlad. Deleting a Statement Request The statement queue includes a delete ptin. When a request is n lnger needed, click this ptin t delete the request frm the queue. infellwship Cntributin Success and Failure Messages Tw types f autmated messages can be cnfigured fr nline giving cntributin success and cntributin failure. The success message is sent t the cntributr upn successful prcessing f a cntributin. The cntributin failure message is sent anytime a cntributin schedule fails fr any reasn. Create Online Giving Cnfirmatin Messages. 1. Click WebLink > Online Giving > Cnfirmatin Messages. The cnfirmatin message setup frm appears. 59 P a g e

66 Cntributins Manual Tip! The system defaults t the Cntributin Success message. Select Cntributin Failure t cmpse r edit that message. 2. Type a "frm" address in the this message frm field. This address will appear in the Frm field when a user receives the Type a subject in the Subject Line 4. Type the message in the Message bx. 5. Click Save. NOTE: The messages apply t bth ne-time gifts and scheduled cntributins. Repeat the steps abve fr the cntributin failure message. FellwshipOne. nw can include the reasn the cntributin failed. This infrmatin is autmatically included in the yur church sends s the cntributr desn't have t call the church ffice t find ut why their cntributin was nt successful. NOTE: Yu can select Reset t default if yu wuld like t use the generic system message. Custm Styles Style sheets allw yu t custmize the lk and feel f yur cntributin statements, and FellwshipOne includes style sheets that have already been created frm which yu can chse. There may be times when the default cntributin statement des nt fit with the lk and feel yu are trying t achieve. Fr example, yu may want a different lg t appear in the upper-left crner f the statement r add a signature image t the statement. These custmizatins can easily be made with the help f style sheets. The G1000 Cntributin Statement reprt template style sheet is always available t use when generating cntributin statements. This style sheet can be dwnladed and mdified t get the lk yu want fr yur cntributin statements. The Basics f Wrking with Style Sheets XSLT - The frmat fr the statement style sheet is XSLT, which stands fr Extensible Style sheet Language Trans- frmatin. The XSLT style sheet is used t separate the lk and feel f a dcument frm the cntent that the dcument displays. It is a special language that was develped t cnvert XML (Extensible Markup Language) dcuments int files suitable fr a user t display in a brwser r in a printable PDF dcument. The XSLT style file is respnsible fr 60 P a g e

67 cntrlling hw the raw data appears t the cngregant n his statement. Cntributins Manual XML stands fr Extensible Markup Language. Its primary purpse is t take raw data frm a database and facilitate sharing that data acrss different infrmatin systems, particularly thrugh the Internet. It s a methd that is used t separate cntent frm the way that cntent appears when presented t peple. Putting XSLT and XML Tgether - If we cmbine raw XML and an XSLT style sheet tgether, we get a prperly frmatted cntributin statement. This is a similar cncept t creating mail merge letters in Micrsft Wrd. An Excel file cntaining data such as names and addresses is merged int a Wrd dcument that cntains place- hlders fr the text. If yu're already familiar with Extensible Markup Language (XML), then simply click the actins gear and then View style dcument in the far-right clumn fr any existing style sheet. NOTE: Make sure yu save the style sheet file and pen it with a text editr such as Ntepad. If yu're nt familiar with XML, the style sheet dcument may lk a little funny t yu at first; hwever, if yu lk clsely, yu will see sme familiar things such as fnt names, fnt sizes, and margin spacing. These things can be safely mdified t create the lk yu desire. The wnderful thing abut wrking with XML and XSLT is that it is all text based. Yu can wrk with the files in any text editing prgram. It s best t use a prgram like Ntepad, which will nt cmplain abut misspelled wrds r grammar. T Find the Styles - The statement styles are lcated within the Cntributin Statement generatr tls. Click the Giving>Statements>Statement Builder menu ptins n the giving tab t see the list f default styles. Figure 21: Custm Styles Yu can see frm the image abve that yu can uplad yur wn style file alng with tw image files. A suggested practice t aid in deciding which style sheet t use is t use the Cntributin Statements and Request menu ptin t run a sample statement using each f the available style sheets. Make sure yu type sme sample text in each f the Cmment fields s that yu can see where it will land n the cmpleted statement. 61 P a g e

68 Cntributins Manual Open the Style Sheet File: 1. Click Giving Statements Custm Styles in the menu ptins n the Giving tab. The Statement Styles frm appears. 2. Click the Actins gear beside the statement style yu want t mdify. Click n View style dcument and the dwnlad dialg bx appears. 3. Click Save. The Save As dialg bx appears. 4. Rename the file t the name f the style sheet yu are wrking with and place it in a lcatin where yu can easily access it as yu wrk. 5. Open yur editing prgram (r Ntepad) and pen this file. Beynd the basics - Wrking with Images Tw images can be upladed with every style sheet. This is useful if yu have different lgs r signature files fr use n Cntributin Statements instead f the typical lg used fr church reprts. Accessing the images requires mdifying the statement style sheet slightly t put the crrect image in the right lcatin. Ntice in the G1000 style sheet shwn belw, that the Church Lg variable appears in the Church Lg cmment. This variable can be replaced with Image1 r Image2, which are variables fr the images that can be upladed with yur custm style sheet. T use Image1 instead f yur general church lg, update the style sheet t appear as shwn belw: The imprtant cde t pay attentin t is: url(data:applicatin/ibex-image,churchlg) 62 P a g e

69 Cntributins Manual Use Yur Custm Lg: 1. Open the style sheet in Ntepad. 2. Lk fr the blck f text referenced abve. 3. Replace ChurchLg with Image1. The cde shuld nw appear as: url(data:applicatin/ibeximage,image1) 4. Save the file- make sure it has the XSL extensin n the end. Fr example, MyFile.xsl. 5. Open FellwshipOne and click the Giving>Statements>Custm Styles menu ptins n the Giving tab. The Statement Styles frm pens. 6. Type New Lg in the Style Name field. 7. Click Brwse in the XSL Style File field. When the Open dialg bx appears, lcate yur style file and select it. Click Open 8. Click Brwse in the Image1 field. When the Open dialg bx appears, lcate the Cntributin Style Sheets flder n yur desktp. Open it and select the FT-Crp-Tw-Clr-Hri.jpg file. Click Open. 9. Click Add Statement Style 10. Click the Giving>Statements>Statement Builder menu ptins. The Cntributin Statement Request frm appears. 11. Cmplete the frm fields as necessary. This time, select New Lg frm the Statement Style drpdwn list. Remving Nn-cash stated values Sme f the default styles will display the nn-cash stated values. In the image belw, the Recrd f Nn-Cash Gifts sectin displays 100 Shares f ORCL with the Stated Value f $ We can use the style sheet t remve the Stated Valued clumn. 63 P a g e

70 Cntributins Manual The cde that affects the Recrd f Nn-Cash Gifts is in the NnCashRecrds blck as shwn in the image belw. The specific cde we want t fcus n is this Stated Value blck. Remve the Stated Value Clumn 1. Open yur style sheet in Ntepad. 2. Search fr the NnCashGift blck. 3. Remve the three lines referenced abve beginning with <f:table-cell and ending with </f:tablecell>. 4. Remve the three lines fr the StatedValue clumn as well. See image belw. 5. Nw, we need t remve the clumn cmpletely frm the layut. Remve the last clumn shwn 64 P a g e

71 Cntributins Manual belw. 6. Tweak the ther three clumn widths t adjust fr the extra rm left by the deleted clumn by distributing the 1.0 inch amng them. Fr example, make the width f the first clumn 1.3, the secnd clumn 2.3, and the last clumn Save the file make sure it has the XSL extensin n the end. Fr example, MyFile.xsl. 8. Open FellwshipOne and click the Giving Statements Custm Styles menu ptins n the Giving tab. The Statement Styles frm pens. 9. Type N Stated Values in the Style Name field. 10. Click Brwse in the XSL Style File field. When the Open dialg bx appears, lcate yur style file and select it. Click Open. 11. Click Add Statement Style. 12. Click the Cntributin Statements and Request menu ptins. The Cntributin Statement Request frm appears. 13. Cmplete the frm fields as necessary. This time, select N Stated Values frm the Statement Style drp- dwn list. Using yur wn letterhead 65 P a g e

72 Cntributins Manual What if yur church has its wn custm letterhead that yu wuld rather use in lieu f the default letterhead created by the statement generatr? Yu can mdify the style sheet t remve the entire tp sectin f the cntributin statement. Figure 23: Default Letterhead Image Figure 22: Mdified Letterhead After the statement style sheet has been mdified, yu will be able t print n yur wn letterhead. The cde that affects the header area f the statement is in the header blck as shwn belw. 66 P a g e

73 Cntributins Manual Remve the Header Area 1. Open the style sheet in Ntepad. 2. Search fr the header blck. 3. Remve all cntent highlighted by the red bx in the image abve. 4. Save the file make sure it has the XSL extensin n the end. Fr example, MyFile.xsl. 5. Open FellwshipOne and click the Giving Statements Custm Styles menu ptins n the Giving tab. The Statement Styles frm pens. 6. Type Blank Header in the Style Name field. 7. Click Brwse in the XSL Style File field. When the Open dialg bx appears, lcate yur style file and select it. Click Open. 8. Click Add Statement Style. 9. Click the Giving Statements Statement Builder menu ptins. The Cntributin Statement Request frm appears. 10. Cmplete the frm fields as necessary. This time, select Blank Header frm the Statement Style drp-dwn list. Mdifying Layut What if yu nly want t send a summary f cntributins t yur cntributrs? The default is t shw a recrd f all cntributins fr the date range selected. We can remve the Recrd f Cntributins and then mve the Cntributin Summary, Pledge Summary and Cmment 3 up. Figure 24: Default Layut 67 P a g e

74 Cntributins Manual Figure 25: Mdified Layut Mdify Page Layut: 1. Open the style sheet in Ntepad. 2. Search fr the CntributinRecrds blck. 3. Remve the Recrd f Cntributins table by deleting the cde as shwn. 4. Next, let s delete all the values t clean up ur wrk. Delete the cde in the fllwing image. 68 P a g e

75 Cntributins Manual 5. Save the file make sure it has the XSL extensin n the end. Fr example, MyFile.xsl. 6. Open FellwshipOne and click the Giving Statements Custm Styles menu ptins n the Giving tab. The Statement Styles frm pens. 7. Type Summaries Only in the Style Name field. 8. Click Brwse in the XSL Style File field. When the Open dialg bx appears, lcate yur style file and select it. Click Open. 9. Click Add Statement Style. 10. Click the Giving Statements Statement Builder menu ptins. The Cntributin Statement Request frm appears. 11. Cmplete the frm fields as necessary. This time, select Summaries Only frm the Statement Style drp-dwn list. infellwship Online Giving Cntributin Statements We've made it easier than ever fr yur cntributrs t print ut their giving statements! Cntributrs can generate statements fr their husehld and/r the individuals in it. Cntributrs lg in t the Cngregatinal prtal (infellwship) and click Yur Giving. The default screen is Giving Histry. Cntributins fr [2 f 13] as shwn belw, indicates the number f cntributrs selected frm the Perser huse- hld (cunting all husehld members which includes thse wh are deceased). By clicking n the drp-dwn menu, cntributrs can chse wh's giving they want included in the statement they generate. 69 P a g e

76 Cntributins Manual Cntributrs have the ptin t see giving fr the current year r the previus year. T see the previus year, select View. NOTE: A persn with the status Head r Spuse has the ability t generate a statement fr the entire husehld and/r individuals within husehld. Children and Visitrs d nt have the ability t generate statements fr anyne ther than themselves. Cntributin statements will be generated as a PDF dcument (prtable dcument frmat) and include yur church name r lg if yu have cnfigured the nline statement in FellwshipOne under Giving > Statements > Online Statement. Adbe Reader is required t view the PDF. If yu d nt have Adbe Reader, yu can dwn- lad it here fr free. Online Cntributin Statement Prcess fr Year End It is a custmary practice fr churches t send Cntributin Statements quarterly r yearly. Bth ptins include a cst fr prviding this service. An ptimum way fr prviding cntributin statements is thrugh infellwship's Online Giving. Anyne with an infellwship ID can sign n t view and print their Online Statement. Peple wh d nt have an infellwship shuld receive a printed versin f the statement by regular mail. The cmbinatin f the nline statement feature and the ability t generate cntributin statements fr a grup will allw yu t prvide cntributin statements at the lwest cst pssible. We recmmend transitining t nline statements by making paper cntributin statements available t dnrs by request r by requiring that thse dnrs pick up their statements at the church ffice. Viewing Cntributin Statements in Online Giving infellwship Users can view and print an Online Giving Statement that can als be used fr submissin t the IRS fr end f year tax purpses. The statement includes the church's name, address, and ptinally, the tax ID number (r EIN). Making the Statement Available Online 1. Navigate t WebLink > infellwship > Features 2. Ensure that the Online Giving feature is ON 3. Optinally, select Enable Give Nw and/ r Enable Scheduled Giving. (Payment gateway is required fr bth ptins) 70 P a g e

77 Cntributins Manual 4. Save changes Cmmunicating with infellwship Users infellwship Users may nt knw that the nline statement is an available ptin, s yu shuld develp a cmmunicatin plan - pssibly an campaign t let them knw hw t take advantage f this ptin. First, yu need t knw wh cntributed last year. Run G1050E (Cre Giving Recrds Reprt) t create a temprary grup cnsisting f all peple that gave last year t selected funds. We ll call them the Dnrs. 1. Access the Reprt Library and search fr G1050 Cre Giving Recrds 2. Start with the received date f this year as shwn in the diagram 3. Chse wh yu want in yur temprary grup utput Tip! Be sure t change the temprary grup name t smething meaningful r the reprt will have a generic name and may be difficult t lcate in the list f temprary grups. Additinal Filters t cnsider 71 P a g e

78 Cntributins Manual If yu want t limit yur dnr list t thse wh made a minimum dnatin ttal, enter the dllar amunt in the X within the Data Range field. Limit the list t thse wh have a cntributin type fund 4. Click Run Reprt Next, use the Cre Web User Accunt Recrds reprt, A8000 and temprary grups t determine wh has an InFellwship User ID. 5. Access the Reprt Library and search fr A8000 (Cre Web User Accunt Recrds). 6. Select the temprary grup frm the G1050 reprt as the "Selected Grup Members t Return". 72 P a g e

79 Cntributins Manual 7. Search fr anyne wh has an infellwship ID 8. Output t a grup fr yur as shwn belw. 73 P a g e

80 Cntributins Manual Reminder! Be sure t change the temprary grup name t smething meaningful r the reprt will have a generic name and may be difficult t lcate in the list f temprary grups. Use the Cre Web User Accunt Recrds reprt A8000 and temprary grups t determine wh DOES NOT have an infellwship User ID. 9. Access the Reprt Library and search fr A8000 Cre Web User Accunt Recrds. 10. Select the temprary grup frm the G1050 reprt as the Selected Grup Members t Return. 11. Nw select Head and Spuse frm Husehld Psitins t Return. 12. Output t a temprary grup fr yur as shwn belw. Be sure t change the temprary grup name t smething meaningful r the reprt will have a generic name and may be difficult t lcate in the list f temprary grups. 74 P a g e

81 Cntributins Manual Cmmunicating via Nw we have the apprpriate grups saved and can use the grups t send an t individuals wh can sign int infellwship and retrieve their cntributin statements. Send the 1. Navigate t Peple > Grup > Cmpse 2. Enter a subject fr the Click Add Recipients 4. Chse "Frm Existing Grup" and select the temprary grup. 5. Click Add 6. Click the Rllback Arrw (nt yur brwser s back arrw) t return t 75 P a g e

82 Cntributins Manual 7. Use an template t cmpse yur as shwn belw. NOTE: Templates can be created in the Peple > Grup > Templates menu. Use an Existing Template 1. Dwnlad the Template t yur cmputer. 2. Navigate t Peple > Grup > Templates. 3. Click Add n the right side f the page. 4. Enter a name fr yur template. 5. Lcate the HTML icn n the menu bar 6. Click n the HTML icn t pen the HTML surce editr. 7. Open the file that yu dwnladed t yur cmputer in step Cpy all the cntents and paste int the HTML surce editr as shwn in the image belw. 76 P a g e

83 Cntributins Manual 9. Click Update Nw yu shuld see the template editr with the example as shwn belw. 10. Cmpse yur . Use the fllwing infrmatin as a guide: Indicate that the is an effrt t reduce csts and prvide the ntice that a physical cpy f the statement will nt be mailed. Prvide a link and lcatin t the church's Online Giving page. Explain that the nline statement can be used fr IRS filing purpses. Change the Header Image T change the header image, make sure that new image is hsted in a public server lcatin (such as Drp- bx.cm, Ggle drive, r yur church s website server). The image shuld have a cmplete web address (example 1. Click n the image in the template & yu will see the menu buttns highlighted that cntrl what image yu see. 2. Click n the tree icn t select and change the image. Click n the chain link icn t change the web address where the user will be directed if they click n the image. If yu d nt want this behavir, simply click the brken chain image. 77 P a g e

84 Cntributins Manual 3. Click the chain link buttn t change the web address t match yur infellwship address. (See Weblink > InFellwship > Links t find the link t yur church s nline giving histry.) Mailing Cntributin Statements Once yu have ed yur Web Users, yu can exclude them frm receiving a paper cntributin statement. This is the prcess that will reduce csts fr yur church. Use the Cre Web User Accunt Recrds reprt and temprary grups t determine wh DOES NOT have a web accunt f any kind. 1. Access the Reprt Library and search fr A8000 Cre Web User Accunt Recrds. 2. Select the temprary grup frm the *G1050 reprt (We suggested changing the name f this reprt t sme- thing meaningful, s it shuld be easier t find.) as the Selected Grup Members t Return 3. Select Dn t have a Web Accunt f Any Kind frm the Return Having Web User Accunt Instructins drp- dwn list. 4. Select All Selected Husehld Psitins frm the Instructins must be TRUE" 5. Select Temprary Grup frm the Output Type drp-dwn list. 6. Change the name f the Temprary Grup. If yu d nt change it, the name will display as Cre Web User Accunt Recrds and may be difficult t lcate fr future use. 7. Click Run Reprt Once the reprt has cmpleted, it can be used in the Cntributin Statement Builder. 1. Click Giving. 2. Click Statement Builder. 78 P a g e