End Of Year Useful Tips

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• End of Year Resources
  • End of Year Resources
• Offering End-of-Year
  • PSFS Offering | Donor Reports - Statements: EOY | How to configure your tax statements: Signature, Letterhead, Body of Statement, Printed Name
  • PSFS Offering | Donor Reports - Statements: EOY | How to generate a year-end statement for a parishioner with totals only and not details
  • PSFS Offering | Donor Reports - Statements: EOY | How to modify your statement so the donor address fits in the #9 window envelopes
  • Offering End of Year: Basic Checklist
  • PSFS Offering | Donor Reports - Statements: How to audit your family names and addresses using Donor reports
  • Offering End of Year: Advanced Checklist

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• Development Manager End-of-Year
  • PSDio DM: Development Manager (DM) End-of-Year Procedures & Tips Webinar Recorded (Video)
  • Development Manager (DM) checklist
• ParishSOFT Accounting End-of-Year
  • PSA ParishSOFT Accounting: End-of-Year Useful Tips
  • PSAv Year End: Ledger & Payables and Payroll End-of-Year Webinar Recorded (Video)