Three Ways to Reduce Stress and Increase Efficiency
It’s that time of year again. The dreaded deadline to issue donation receipts. The pressure to get them out in a timely and efficient manner while dealing with new CRA rules and reports makes the task feel never-ending. But it doesn’t have to be this way.
We have a few simple suggestions that can help you reduce stress and frustration.
1. Post Batches Regularly
If you post your batches in our Church Management System regularly, you can deal with small individual problems when they arise instead of being faced with an avalanche of issues all at once. Even if you post batches once a month, you will save time and energy because much of the leg work has already been done. This small change means that when January comes, you only have one month of giving to handle, as opposed to an entire year’s worth of giving.
2. Name Batches Efficiently
If you have a naming system that makes sense only to you, then it may cause unnecessary delays and frustration for others who might be taking your role or helping you find an error. Since individuals process information differently, it is best to choose a standard way of naming batches for clarity and efficiency. We have found that naming batches by the date they were collected—not processed—is the easiest way to stay organized. You no longer have to worry about errors that arise because now you know where to find what you need when you need it.
3. Enable Electronic Receipting
Electronic Receipting (e-receipting) allows you to email receipts to members of your congregation who prefer this method. Printed receipts are still available to be mailed or handed out personally to those who want a paper copy. If you would like to enable e-receipting, please contact us at email@example.com and let us know. We will be more than happy to help you get started.