Archive Process

Archive Process Overview

1. Prep your database:

   •     Update Giving and Attendance Histories.

   •     In Accounting Ledger:

     • Complete Bank Reconciliations, clearing ALL appropriate entries;

     • Close all months and years to be archived.

   •     In Membership mark Address and Individual records to be archived with an archive code.

2. Decide whether to create a New Archive or to Archive to Existing file.

3. Select what records to archive.

4. Check the archive preview and settings.