Search

Help

Page 1 of 29. Showing 289 results (0.031 seconds)

  1. Set Up Funds and Contributions

    . Families can have funds set up for their particular needs: special rates, fees, or billing periods. Before you can work in the Contributions window, you must set up … Funds In the Fund Setup window, you can track donations, gifts, pledges, miscellaneous payments, charges, refunds, and more. You can customize funds, create
    PDS Church Office 8Jul 03, 2017
  2. Thank You Letter

    . On the Reports tab, click All Reports > Stewardship > Financial– Treasure > Communication > Letters > Thank You Letter. In the Select Funds to Print window … of time, not just the amount they have pledged so far. You should use a future date for the ending date, not the current date. To print a thank you letter
    PDS Church Office 8Nov 25, 2014
  3. View Family Members and Funds

    You can view a list of a family's members and funds by navigating to Information > Families. _View Family Members and Funds (CO, DO only) Add a Fund Families
    PDS Church Office 8Aug 18, 2016
  4. View Other Family Members and Funds

    You can view a list of an individual's family members and the funds associated with his or her family. Navigate to Information > Members. Locate … in the Funds grid. The information in the grids is view-only and can't be edited. To print a simple report of the information, click Print
    PDS Church Office 8Aug 18, 2016
  5. Notes About Setting Up Funds

    _Notes About Setting Up Funds 8 Add a Fund Set Up Funds and Contributions
    PDS Church Office 8Jul 20, 2016
  6. Assign Access and Privileges

    _Assign Access and Privileges _Access and Privileges (Additional Field Information) Set Up Users and Passwords Users and Passwords level
    PDS Church Office 8Jul 20, 2016
  7. Restrict Program Access

    _Advantages of Restricting Program Access 8 For more information, see "View Log of User Activity" on View User Activity. Plan User Names and Passwords Set a Security Method Users and Passwords
    PDS Church Office 8Jul 07, 2016
  8. Set Up Users and Passwords

    _Setting Up Users and Passwords 8-1 For each user you add, be sure to set access and privileges, assign individual fund access, and select user preferences.   _Setting Up Users and Passwords 8-2 Copy an Existing User Users and Passwords
    PDS Church Office 8Jul 07, 2016
  9. Grant Fund Access in Other PDS Programs

    _Program Access 8 Assign Access and Privileges Set Up Funds and Contributions
    PDS Church Office 8Jul 08, 2016
  10. Designate Access to Reports and Selections

    When you create a new report, you can designate it as private so it can't be seen or accessed by other users. You can also designate access to report selections that you add or copy. Before you can designate report or selection access, user names must be enabled. The user who logs in to the program is the "owner
    PDS Church Office 8Jul 08, 2016