Before you start, follow these basic startup procedures. To learn more about a process, click on the links within the text to view comprehensive procedures for that task.
Configure the Contributions module according to the needs of your organization.
Set up the check scanner (If applicable).
Assign envelope numbers.. ACS does not require envelope numbers, and if you have existing envelope numbers, you should enter them individually when adding records. Using Envelope Number Maint. overwrites existing envelope numbers.
giving plans as necessary.Set up funds for
pledges for the current year.Enter
Flag pledges as arrears and assign giving plans as necessary.
Enter previous year's payments to a current pledge.
Enter prior year totals.