Get Ready for the New Year
PDS Church Office has several processes that save time when starting a new year.
- Special Days & Holidays — Add dates to the calendar for the new year.
- New Year Fund Setup — Set up fund periods for the new donation year.
- Carry Forward Balances and Prepayments — Transfer balances, prepayments, over-payments, and precharges to the next fund period.
- Terms and Rates Entry — Post terms for payment, rates, and billing periods.
- Post Family Fees and Post Member Fees — Post fee data to family and member records.