CMS Contributions - Quick Pledge and Next Year Pledge Entry

PROBLEM:  You have a stack of pledge cards that you need to quickly enter into your CMS Contribution System.

SOLUTION:  Quick Pledge/Quick Next Year Pledge Entry!  

When do I use Quick Pledge Entry vs. Quick Next Year Pledge Entry?

You will need to select either Current Year or Next Year when entering pledges and you may be unsure of which to use.  Here's a good rule of thumb...

From your CMS Contribution System Main Menu, look at the top of the display, just under your church name. The system will display your Current Contribution Year and Quarter.

 

If you are currently in the last quarter of your contribution year, and the pledges you will enter do not begin until the following contribution year, you will use the Quick Next Year Pledge Entry process!

For example, if your Contribution Year follows the Calendar Year (Jan - Dec) and you're entering the pledge cards in November for a pledge that starts in January, then use the Quick Next Year Pledge Entry.

If you are currently in the first quarter of your new contribution year, and the pledges you are entering already started on the first day of your new contribution year, you will use the Quick Pledge Entry process!

For example, if your Contribution Year follows the Calendar year (Jan - Dec) and you're entering the pledge cards in February for a pledge that started a month ago in January, you will use the Quick Pledge Entry process.

Make sure you have a backup of your data before beginning this process.

From the CMS Contribution System, click Process | Quick Pledge Entry or Quick Next Year Pledge Entry | Continue (our example uses the Quick Next Year Pledge Entry process).

Select the Pledgeable Fund and verify the Beginning and Ending dates of the Pledge.

Enter the Default Response Date, which is the date you received or are entering the pledge cards.  Click OK.

This will display a listing of everyone in your CMS System, and will display any pledges previously entered.

You can simply begin to type in the contributor's last name to "jump" to that name on the list, or you can use your mouse to scroll down to that contributor's name.

Press the Enter key on the keyboard to go to the Pledge Type and enter the appropriate pledge type shortcut key. i.e. W for Weekly, M for Monthly, Y for Yearly, F for Fixed, etc.

The system will automatically jump to the Pledge Amount field.  Enter the dollar amount the contributor pledged per the pledge type.  For example, if the pledge card reads $40 per week, enter it as a Weekly Pledge with a Pledge Amount of $40.

Repeat these steps until all pledge cards are entered and click OK to save your work.

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