A) VERIFY that official donation receipts are ready to print

Disable the printing of a donor's receipt

Disable the printing of a donor's receipt
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Beginning 2018, when printing your 2017 official donation receipts, when you browse them on screen, note which ones have incomplete addresses so we can UNCHECK THE BOX « PRINT RECEIPT » of those donors.

STEP #1: NOTE THE DONORS WITH INCOMPLETE ADDRESSES
  • Main Menu
  • Report Menu
  • Receipts
  • View to SEE ON SCREEN EXACTLY HOW WILL LOOK THE RECEIPTS that will be printed.


ATTENTION: Do not press the PRINT button from this window.
You must NOT print your receipts from this window that is used only to look at them on the screen. 

  • SCROLL DOWN THE LIST OF RECEIPTS TO FIND THOSE WITH INCOMPLETE ADDRESSES.

STEP #2: UNCHECK THE BOX « PRINT RECEIPT » for those donors with incomplete addresses
  • Maintenance Menu
  • Identity Maintenance
    • Select Name (select the donor with the incomplete address), and uncheck the box « Print Receipt ».


If a donor finally supply you (lately) with his complete postal address after receipts have been printed and/or after the year has been closed

There's always the possibility of printing a receipt in Donation Accounting from the directory C:\EMSDA\2017 (automatically created by the software when closing the year).
  • Utility Menu
  • Change Setup Working Directory
    • Click 2 times on the 2017 directory to access the 2017 data set.
Once you are in the 2017 data set:
  • Maintenance Menu
  • Identity Maintenance
    • Select Name (select the donor with the incomplete address that you now know);
    • Modify the donor's address, and
    • Check the box « Print Receipt ».

Then print the receipts as usual.  The donors you newly checked to print their receipt WILL ADD THEMSELVES TO THE LIST OF THOSE RECEIPTS ALREADY PRINTED!  Easy.

What to do at Year-End 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).