Correct the spelling of donor's names or of incomplete addresses
Updated January 23rd, 2018Maintenance Menu / Identity Maintenance : Select Name (to select the donor with the mispelled name of incomplete address).
Once the donor's information is on screen, modify his name or his address.
Click on the OK button to save.
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).