Question:

What’s the easiest way to set up new giver codes for the new year?

Answer:

We are approaching the new year, and it is time to set up new giver codes.

The easiest method to set new “Pending Codes” is to use the Giving Unit Field Maintenance window. In this window, you can Select All of your Giving Units or you can do a specific search to find the ones you want to set with a pending code. When you have a list of your giving units, you can then enter the new codes under the pending column.

When all new codes are entered, click on the Copy button and it will move the pending code to the current code. You do NOT want to do this until after you run Giving Statements if you want the 2008 giver code to show on the statements.

For a more detailed explanation with screen shots, click here.