Thank you for reading the Church360 Members Year-End Document!
This document is not something you have to complete all at once, and in fact, the year-end process usually starts a few months before the actual end of the year. However, if you didn't get started a few months before, no worries. This document will take you through all the steps to performing your year end in Church360 Members, to make sure your church gets the new year started right.
Throughout this document, there will be links to other articles that will explain how to perform the task that is being described. Click on the link, and it will take you to that article to explain in more depth how you can perform that task.
You can start by completing these initial steps as early as October or November if you’re ready. You can do the following at any time and in any order:
Update Membership Information
Update the information from the past year, including, but not limited to membership, marriage status, personal information or address changes.
- How do I move someone into a new Household?
- How do I make someone a member/nonmember?
- How do I create a new Individual or Household record?
- How do I enter a marriage?
- How do I enter a divorce?
- How do I bulk update information?
- How do I filter to exclude people with missing address information?
- How do I add or remove tags in bulk?
- How do I change someone's address?
- How do I update someone's name?
You can enter pledges for the next year at any time; however, to avoid potential issues, it's a good idea to make sure you enter pledges before entering offerings for the new year.
- How do I add a new pledge record?
- How do I edit a pledge record?
- How do I delete a pledge record?
- How do I download pledge records to CSV or Excel?
- How do I print a list of pledges?
You can renumber envelopes alphabetically or by keeping your members with their current envelope numbers:
- How do I add or edit an envelope numberr?
- How do I remove a contributor's envelope number?
- How to I mark contributors as giving jointly?
- How do I renumber all envelopes?
If you haven’t already, you can set up the promotion utility to automatically change grades at a scheduled time or manually change grades as you need.
- How do I promote students?
- How do I add a new Sunday School grade?
- How do I edit a Sunday School grade?
- How do I delete a Sunday School grade?
- How do I assign Sunday School grades?
Post all batches
After January, you will want to make sure all attendance and offering batches have been completed and correct.
- How do I enter attendance for an event?
- How do I fix a mistake on my offerings?
- How do I add a new batch of offerings?
At the end of the year, if you'd like to have hard copies of any reports to file away for your church, the year end is the right time to do this.
Typically, to make sure you get a full year's worth of information, you would want to run these reports after the calendar year has finished, and you've entered all the data for that year.
- What reports does Church360° Members offer?
- Are there any pre-built reports?
- How do I add a new report?
- How do I delete a report?
- How do I generate my Annual report?
- How can I download my reports?
- How do I print my reports?
Distributing Contribution Statements
After all offering batches are corrected and complete, it’s time to run contribution reports. Church360 Members allows you to email or download year-end statements easily.
- How do I email a single contribution statement?
- How do I email multiple contribution statements?
- How do I download a single contribution statement?
- How do I download multiple contribution statements?
Cleaning up your data
People in your congregation come and go and it’s important to keep your People view organized and up-to-date. You have the option of archiving or deleting entirely. Archiving a person will remove them from views and reports, but will store their information within an Archive view. To delete a person is to erase them from the database forever. The Church360 support team recommend keeping records of people for at least five years before deleting.
You may want to clean-up your logins and review your role permissions to make sure those with access to the database can access what they need and can’t change information they are not responsible for.
- How do I add a new Login?
- How do I delete a Login?
- How do I edit a user's role?
- How do I edit an existing role?
At the end of the year, it is best practice to ensure you have, in order:
- Entered and Posted all attendance and offering batches for the year
- Printed and distributed contribution statements
- Renumbered or scheduled the renumbering of envelopes
Now, you are ready to record the first offerings of the new year. Offerings are attached to a person’s record, not their envelope number. Therefore, you can enter offerings before the renumbering process is done.
While there is no formal process at the end of the year, you will want to make sure the following have been completed:
- All Membership Data for the year has been entered
- Print Annual Report
- Print Church Statistics Report
If you want to remove old information from Membership, you can archive and delete people. If you choose to delete members, the Church360 support team suggests keeping at least five (5) years of historical membership data in the system.
Frequently Asked Questions
Q: I have renumbered envelopes but the new envelope numbers did not take effect. Why did my envelope numbers not update properly?
A: You can renumber envelopes at any time during the year, but the new numbers will not take effect until you click Apply Now or a time is chosen for the rescheduling.
Q: Is it necessary to delete removed persons from my database, removing their records from People, Attendance and Offerings?
A: Whether or not to delete data at Year End is ultimately a question left up to each church. In some cases, it is convenient for a church to delete data related to all the people who have left the church. For other churches, it is just as important to keep records of those who are no longer active members at the church. Church360 is flexible enough to work either way.
October-December 20xx (when ready)
- Update Membership information
- Renumber next year's envelopes
- Enter Pledges for next year
After January 1, 20xx
- Enter and post all offering batches for the year
- Enter and post all attendance batches
- Print all necessary reports
- Print Contribution Statements
- Schedule the envelopes to renumber or click the Apply now button to start with the new envelopes immediately.
- Run Annual Report and Church Statistics