You will need the Limited Write Contribution permission to perform this action.
It is common practice for people to contribute financially using giving envelopes. To streamline this process, One Church Software provides the functionality to assign unique numbers to these envelopes.
Navigate to "Contributions > Envelopes" in the left-hand navigation menu and click on "Add New" near the top.
A pop-up will appear with the following fields.
Person - the person this number should be assigned to.
Envelope # - the envelope number to assign. Click on "autogenerate" to have the system provide an unused number.
Once the fields are filled, click on "Save" to finish. You can check "Keep open to add another" when adding multiple envelope numbers.
Importing envelope numbers in bulk
If you have a long list of envelope numbers to assign — after an envelope mailing, or when you are moving your records over from another system — you can upload them all at once instead of adding them one at a time.
You will need the Import permission to use the import tools.
Open Settings & Tools (Cog icon in the tool-bar) and select Import Data under Tools/Utilities.
Click New Import.
In the Type drop-down, choose Giving Envelopes. It is listed under the Contributions group.
Under Data CSV File, click the template file link to download a starter file, or browse to upload your own CSV.
Review how your columns were mapped to the available fields, correct anything the system guessed wrong, then click Import.
Tip: Download the template file before you build your spreadsheet. It shows you exactly which fields the import accepts, which saves a round of corrections on the mapping screen.
Helpful Tips
The same envelope number can be assigned to multiple people.
Assign an envelope number when editing/adding a person from the "Financial" tab of a profile.
Edit an existing giving envelope by clicking on the 3-dots menu at the beginning of a row containing the envelope number. The number can be changed and even be reassigned it to a different person. Reassigning a giving envelope number does not affect any previously entered transactions.