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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.

 Read the ACS Contributions - Things to consider topic.

 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.

 Set up Fund Codes.

 Set up funds for giving plans as necessary.

 Enter pledges for the current year.

 Flag pledges as arrears and assign giving plans as necessary.

 Enter previous year's payments to a current pledge.

 Print and check the pledge entry report.

 Enter prior year totals.

 Enter Beginning Totals.

 Begin entering and posting contributions. We recommend that you make a backup of your ACS People data before entering transactions.