I just came across this.  When in MB and looking at a spouse - the checkbox for PLEDGE/GIVE with SPOUSE is checked - if you click on the Contributions button to do an inquiry, it does not show anything from CN.  If you go to the HH and do the inquiry, you see all of the contributions.  I went to CN module to do the same thing - ...

Is it possible to generate and save 2 different Contribution Statements on a single computer?  Because funds donated for Haiti Relief can be used in 2009 or 2010, we need a separate statement for those gifts, while many are still requesting copies of their usual 2009 statement.  Thanks.

Let me say first that we DO NOT use Pledges at all.  I need a report on our active church family who do not contribute at all.  Some members and some not. 

If last year's pledges are showing up with this year's pledges on the Contribution Statement, there is an easy way to remove them. The first thing you are going to want to do is make a backup of your Shelby v.5 database on your server. After doing this, you can go into Contributions and then Utility > Maintenance and select ...

After assigning the next year envelope numbers (click here for more information), but before moving them to the current year, you may wish to create an envelope maling disk.  There are two options for doing so: Option 1: Run the Create Envelope Mailing Disk utility from the Membership Home Base, and select the Use Next year Envelope # ...

Below are the steps for assigning and updating envelope numbers. Make a backup on your Shelby v.5 server using the Shelby SQL Backup-Restore Utility prior to running the Report and again prior to transferring the new numbers to current year. In Membership Selections and Listings, create either a Labels or Envelopes Report. Under Do Not ...

Any member that would have a Contribution Statement, but do not have Print Statement selected on their record, will come up in a list when you run Statements. You can then choose whether you want to print them. Note: If you choose to print them, Shelby v.5 will also check the Print Statement box on their record. If the ...

Problem Individuals who have paid off their pledges still show a balance on the Contribution Statement. Resolution This often happens when contributions received from the individual were posted before the pledge was created, and/or when the giving is not within the date range of the giver’s pledge. Users can also mis-post contributions by ...

What can happen sometimes when running statements is that each page may start a little lower/higher than the last page. If this happens, you can easily correct it by changing one setting. If you’re printing to a cut-sheet printer (laser, ink-jet, copier, etc.), set the paper type to Laser on the Paper tab in Modify Statement Design. If the paper ...

When a member passes away, any surviving spouse would need to be changed to receive the giving statement for that household. To do this, change the wife’s family position to Head of House and set the deceased member’s family position to Spouse, or move the wife into a new family altogether as Head of House. The wife’s marital status should be set ...