Church360° Members Training Webinars—Session 4: Year-End Financial Management
This training webinar walks attendees through the advanced aspects of offerings in Church360° Members and describes the following functionality: Offering Envelopes Pledges Giving Statements 00:00 - Intro 08:35 - People Individuals Screen 09:06 - Screen Adjustment 10:00 - Offering Envelopes 14:49 - Finding Envelope Numbers 15:08 - Smart Groups Select 15:43 - Adding A Spouse To An Envelope Number 16:58 - Contributing Jointly 17:43 - Current Envelope Numbers 20:53 - Assigning Envelope Numbers To Members 22:55 - Saving Smart Groups 23:28 - Adding Tags on Members 25:49 - Making Smart Groups For Tags 28:27 - Don't Renumber Tab 31:01 - Scheduling Renumbering 35:42 - If Someone Lost Their Envelope 36:50 - Edit Scheduled Renumbering 37:04 - Applying Changes 37:24 - Renumbering Offering Envelopes Extra Resource 38:14 - Question: How To Delete A Spouse From Offerings Who's Deceased 39:05 - Question: Why Should You Redo Numbering At The End Of The Year 40:08 - Distributing Envelopes To People 44:04 - Question: Do scheduled envelopes autofill for the next year? 45:23 - Advice If someone loses their envelopes 45:35 - Question: If I have to print addresses on the label, does it use the household address or the alternate? 46:51 - How To Refresh The Page 47:21 - What Are Pledges? 50:30 - Entering Pledges 53:02 - Filtering Pledges 56:13 - Explaining The System 1:01:01 - If Someone Passes Away & Their Pledge Goes Away 1:02:06 - How to attribute offerings to a pledge of a different timeframe 1:05:53 - Print Contribution Statements 1:11:35 - Customizing Contribution Statements 1:16:59 - Emailing Contribution Statements 1:19:58 - Downloading Individuals In Kind Gifts 1:26:11 - Training Resources 1:26:55 - Q&A Session
