Envelope Tithe
Member tithes and offering may be entered using one of two methods. This method uses tithing envelopes with a number assigned to each member. (See Using Envelopes to Enter Tithes.) The second method is to select the member by name and enter the tithe information. (See Using Member Name to Enter Tithes.) Easy Church Membership is a multi-user application when correctly installed on a network. This allows two or more users to be entering information at the same time.
First click the Add button to start entering the offerings.
The total, average and count fields will be updated when the data entry window has been closed.
First enter the envelope number. The date will default to today's current date. (The date can be changed by pressing the minus or plus key on the numeric keypad. This will either subtract or add one day to the current value.) Enter the amount, whether it is cash or check. The check number is optional. Lastly select the designated fund.
Click Save to save the entry, and clear the screen for another entry. When all entries have been completed then click Close to exit the input window.
The number of designated funds is unlimited. You may have as many as your church needs. Reports can be run to show the total collected by fund. These totals can be used to enter deposits in your church checking account software.
Once all the tithes have been entered proceed to Step 2. This allows two types of reporting.
Click the print button for a report of all entries.
If Microsoft Excel is installed on the workstation click the Export button to send all entries to a new spreadsheet.
To complete the Excel export process click the Export button. MS Excel will be opened and all records will be inserted in a new spreadsheet. The spreadsheet can now have totals added and/or sorted in any way. You can save the spreadsheet and/or email it as an attachment.
If more than one person is entering data it is best that everyone has finished or stopped entering before this action is started.
The program will ask you if you really want to finalize all records. Any record that may have been previously finalized will not be added to the member history a second time.
When the Step 4 tab is clicked the list box will probably be blank because all records are now finalized. Click the Show All check box to see the finalized records. The purging process removes the finalized records from the Batch Entry file. If additional records are entered any reports will only include these new records.
In the event there are more than one person entering data it is important to make sure everyone is finished. Please do not start the purge process while another is entering data.
Before the program runs the process to finalize the batch offering records the user will be asked if this is the action desired. Click the Yes button to start the process.
Note: Though you can see the record listed because it is finalized it can not be edited or deleted. If an entry error was made during the entry process any corrections to the member's history will have to be made through the Family and Members window or the Members Only window. If this happens please note that any reports are now wrong.
Also see Assigning Envelopes