Friday Office Hours | Contributor Statements, New Portal Features & Year-End Prep
Simplify Church
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Friday Office Hours | Contributor Statements, New Portal Features & Year-End Prep
6 просмотров · 11 дн. назад
Simplify Church
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6 просмотров · 11 дн. назад
Join Josh and Sarah for another episode of SimplifyChurch Office Hours as we walk through the latest portal updates and help churches prepare for year-end.
This week, we're covering:
✅ *Contributor Statement Updates* – New tools to identify missing addresses, emails, and contributions that may be excluded from statements.
✅ *NEW Print & Mail Option* – How churches can use our new Inkwell integration to have year-end giving statements professionally printed and mailed.
✅ *Bulk File Downloads* – A simple new feature that makes downloading multiple reports and documents faster and easier.
✅ *Year-End Preparation* – Tips for cleaning up duplicate contributors and payees, reviewing outstanding transactions, preparing 1099s, and getting your 2027 budget ready.
Our goal with Office Hours is simple: help our ministry partners get more out of the SimplifyChurch portal while making church financial management easier.
Have questions or ideas for future Office Hours episodes? Reach out to your bookkeeping team!
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