GUIDELINES

YEAR-END: What to do?

YEAR-END: What to do?
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Revised on November 11th, 2015
How to close the year in Donation Accounting - TO COME

Do a Bank Reconciliation as of December 31st - TO COME

Bring to zero negative balances for some codes (if needed) - TO COME

Print official donation receipts in Donation Accounting - TO COME
  • WHEN TO PRINT the receipts? (Earliest date and latest date) - TO COME
  • HOW TO MAKE SURE the Official Donation Receipts are ready to print - TO COME
  • HOW TO PRINT the receipts in Donation Accounting - TO COME
  • ADVICE: Use this opportunity (of printing receipts) for … - TO COME
  • Official blank receipts for donation
Backup after receipts printed to be sent to the Conference - TO COME

What to do IN SUMMARY?

1) Make a Bank Reconciliation as of December 31st.
2) Bring to zero negative balances (and sometimes positive ones also) when needed.
3) Make sure the Official Donation Receipts are ready, and enter corrections if any. 
4) Print the receipts NOW or LATER.
5) Close the year (month of December).