Enter Certification Information
The first step of completing the Parochial Report is entering your certification information.
The Certification window is divided into two sections, Contact Information and Certification.
The information for your organization in the Utilities/Site Information window displays in the appropriate fields in the Contact Information section. You can change or add information in the appropriate fields, or you can exit the Parochial Report module to make the corrections in the Utilities/Site Information window.
In the Certification section, the information is blank, and you must complete these fields. Information you must enter includes the names and phone numbers of the people who prepared the Parochial Report. Other fields are the names of those who certified the report and the dates on which they certified it.
After you enter certification information, you can view and enter membership, attendance, and service information in Parochial Report.
- On the People Suite menu, click Searches and Reports, then click the Reports tab.
- On the Financial Suite menu, click Generate Reports, then click the Reports tab.
- In the drop-down list, select Parochial and click Go
.
- Click on Certification.
- In the Contact Information fields, enter any missing information or corrections that you want to make.
- In the Certification fields, enter the names and phone numbers of those who prepared the Parochial Report, the names of the individuals who certified the report, and the dates each person certified the report.
- In the Report Completion fields, enter the number of people who completed the report as well as their roles.
- To save your changes, click another page or tab in the ACS Parochial Report window. When the confirmation message displays, click Yes.
- When finished, click Membership, Attendance, and Services to view and edit that information.