Download Version 4 - ChurchWatch

The Giving and Tax Receipt Managers
The process is simple and is described in the following paragraphs.
Note:
Archived data is stored in the ARCHIVE folder under the ChurchWatch folder.
Important:
Be sure to do a backup first since the Archive process affects many
ChurchWatch tables.
Step 1
Do a backup first.
Step 2
Click the NEW YEAR button in the Giving Manager. The form
shown in figure 11-6 will be displayed.
Step 3
Recall from chapter 8 that the Membership Manager has a type
field that allows you to indicate if a family is temporarily entered for
giving purposes only (see figure 11-7). Check the “Delete
Temporaries (Visitors)?” checkbox on the Archive form if you wish
to purge all temporary families from the Membership Manager.
You can also wait until another year if you so wish.
Figure 11-7
Step 4
You can call up the Envelope Shift form AFTER the archive is
complete by checking the checkbox in this form. This will allow
you to shift your envelope numbers from the “Next Year” field to
the “This Year” field and so on.
Step 5
Finally, click the ARCHIVE button to complete the archive. You
are now ready to being entering the current year’s giving and
pledge data.
Using Data From Previous Years
To view and edit data from archived giving years, simply use the year pull-down box on the
ChurchWatch Data Context toolbar. Archived data includes giving, pledges, accounts,
batches, membership and last receipt number.
ChurchWatch User’s Guide
11-13