This checklist helps ease the strain and worry of closing the year.
- Enter all contributions for the current year.
- Print the End of Year Donor Substantiation report. On the Reports tab, click Contribution Reports, and navigate to .
- Print any other reports that you need.
- Complete the New Year Fund Setup process.
- Review your fund structures, and make any necessary changes.
- Back up your data.CAUTION: Remember to perform a backup before closing the year.