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When should I assign envelope numbers?


You can reassign envelope numbers at any time during the year, but make sure that you are ready to post contribution gifts using the new envelope numbers before you click Apply.

Once you click Apply, the new envelope numbers immediately take effect. Once the new numbers are applied, the only way to go back to the old envelope numbers is to restore an ACS backup.

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Can I print a statement for just one contributor?


Yes, you can print a statement for one contributor.

 To print a statement for just one contributor
  1. Under Searches and Reports, click the Reports tab.
  2. Select Contributions Reports and click Go .
  3. Expand Statements, then select the statement you want to print.
  4. Select the statement date range, then click Customize.
  5. On the Report Options tab, select Print One Contributor.
  6. Select any other options and click Preview. The Find Person window displays.
  7. Select the individual and click OK.
  8. Click Print .

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How do I print a statement for everyone including deactivated contributors?


 To print a statement for everyone, including deactivated contributors
  1. Under Searches and Reports, click the Reports tab.
  2. Select Contributions Reports and click Go .
  3. Expand Statements and select the statement you want to print.
  4. Select the date range to print for, then click Customize.
  5. On the Report Options tab, select Include Deactivated Contributors and Ignore Send Statement Flag.
  6. Choose any other options you want and click Preview, then Print .

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How can I compare the entries posted in Contributions to the posting in the General Ledger?


 To compare entries
  1. Under Run Inquiries, select Fund Codes Inquiry and click Go .
  2. Under Fund Information, select the correct Contributions Fund. If you don’t know the Fund number, click Lookup .
  3. Under Transaction Information, use the Start Date and Stop Date to filter by date range.

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Can I post a gift toward a prior year?


Yes, you can post gifts toward a prior year.

 To post to a prior year
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down, select Enter/Post Contributions and click Go .
  3. Click Add/Edit Transactions.
  4. Click Start New Batch and enter the correct information. Make sure you set the Posting Date to the correct date in the previous year.
  5. Click Add Transactions.
  6. In the Add Transaction window, enter the gift information. Be sure to set the Gift Date to the previous year.

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Can statements be corrected at any time of the year?


Yes. You can correct entries to Contributions at any time.

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Will correcting entries made in Contributions print on statements?


No, correcting entries do not print on statements. In ACS 11.0 and higher, you can void incorrect entries in the Add/Edit Transactions window instead of posting offsetting negative entries. When voiding an entry, you can choose whether or not to show these voids in Inquiry by Individual or Inquiry by Fund Code.

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Do I have to print two separate statement whenever a prepayment is made (one for prepayments and one for regular gifts)?


No, you don't have to print two separate statements. Since information displays based on a date range, prepayments, regular gifts, and arrears print on one statement as long as you select thse options to print on the statement.

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Can I print statements for a multi-year pledge after the year has been closed?


Yes, however, in ACS Contributions 11.0 and higher, there is no year-end closing. All contribution reports and statements are based on a date range and are not associated with a specific year.

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Can I post contribution gifts for the next year before closing the year?


Yes, ACS Contributions 11.0 and higher has no year-end closing, so you can post contribution gifts to any future date or year.

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