If your ministry uses envelope numbers to identify donors, you’ll want to assign those numbers before you begin entering contributions. To manually enter envelope numbers, do the following:
- Expand the People menu on the left side bar.
- Expand the Bulk changes menu.
- Click on Envelopes.
- Place your cursor in the Current Env No. column to the right of the person you wish to assign a number. Enter the appropriate number.
- Use the ENTER key on your keyboard to move down the list.
If you would like the system to automatically assign envelope numbers, do the following:
- Expand the People menu on the left side bar.
- Expand the Bulk changes menu.
- Click on Envelopes.
- Use the SEARCH icon to retrieve the list of people that should be assigned envelope numbers. For example, if you’d like to give all your members and regular attenders envelope numbers, click on the Associations tab, and click on Member and Regular attender to move them to the selected column. Click QUERY in the lower right to return a list of those folks.
- Click on the ASSIGN button in the lower right.
- Mark the option to Auto Assign Envelope Numbers. Enter the starting number.
- Click the SAVE & CLOSE button to assign those numbers and close the window.
If you would re-assign envelope numbers each year, you can begin entering next years envelope number now. At the beginning of the new year, you can make the switch. Here’s how:
- Expand the People menu on the left side bar.
- Expand the Bulk changes menu.
- Click on Envelopes.
- Place your cursor in the Next Env No. column to the right of the person you wish to assign a number. Enter the appropriate number.
- Use the ENTER key on your keyboard to move down the list.
- When you are ready to switch and use the “next” numbers, click on the ASSIGN button in the lower right.
- Mark the option for New Year.
- Click SAVE & CLOSE to make the envelope number changes and close the current window.
