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Headquarters offices that use the Shelby Financials Remittance application and need to update a denominational report by adding data from existing transactions to an Excel spreadsheet will find this function easy to use. While the application was created at the request of several United Methodist Annual Conference offices, it is used by other organizations that record transactions in Remittance.
Export Remittance Activity to Spreadsheet
- Open the Excel spreadsheet that you will be modifying. Note the Row that contains the column titles; you will enter that number in the Activity ID Row. In the screenshot below, the Row is 2.
- Enter the required information.
- Begin Date:
- End Date:
- Church ID Column: (e.g., A)
- Activity ID Row: (e.g., 2)
- Choose XLSX file: This is the file provided by GCFA.
- Click the Continue button.
Add New Mapping
- Click Add New Mapping. Note the three fields on the selection screen, as shown below.
- Choose an Activity from the drop-down list.
- Choose a Mapped Column from the drop-down list where the selected Activity values should post.
- Specify the Percent. This is the percentage of the total amount the conference received from the church. Repeat for each activity you want to update in the spreadsheet.
- Click Export To Xlsx File. This leaves the original spreadsheet intact and creates an updated copy for the dates selected.
Updated