Offering Helper

Offering Management Made Simple!

Version History

Offering Helper Plus

(click here for the Lite version)

6.11.0003  (Jan 30, 2019)
The Donor Statement for US churches now has a signature line for the treasurer.
Donor Statement now displays the church name and address at the top left for double-windowed envelopes.
6.11.0002  (Jan 21, 2019)
The Offering Helper installer now allows you to override the version of Microsoft Access that will be used.
6.11.0001  (Jan 3, 2019)
You can now export Donor Statements and Receipts to individual PDF files.
Donor Statements and Receipts can now be emailed directly to your donors from within Offering Helper.
Receipt Set summary information can now be easily copied to the clipboard and pasted into another application, or printed out in a handy report format.
In-form toolbars have been eliminated and replaced with the newer 'ribbon' style interface.
6.10.0004  (Nov 1, 2018)
The Donor Statement has a new option to summarize donations by category, showing totals only.
Donors can be marked as "Inactive", causing their names to not appear in the offering entry screen.
Many of the reports now allow for filtering based on the values in any of the donor fields. For instance, you could create a filter to only include donations in a report from donors who live in a certain city. You can even create filters based on custom donor fields.
6.09.0012  (oct 2, 2018)
New report : Donation Details.
Fixed conflict with Norton Antivirus
6.08.0004  (aug 22, 2017)
Program installer uses Access 2007 runtime irrespective of any Access version installed on the user's computer.
6.07.0594  (Jul 26, 2017)
Fixed issue where new deposit slips were pulling up entries from existing deposit slips.
6.07.0582  (Nov 7, 2016)
Fixed issue where using the period (.) as the date separator in Windows was causing certain parts of Offering Helper to fail.
6.07.0565  (Sep 29, 2016)
Fixed : The Category Details report (individual donations) now displays offering notes.
6.07.0561  (Aug 9, 2016)
Fixed : Service Summary was not displaying check numbers for US churches.
Fixed : Bank Deposit Slip was not displaying Envelope # properly.
6.07.0527  (Jul 5, 2016)
New feature : Import Donors
Reports : you now have control over whether donors with zero donations are included.
6.06.2047  (May 2, 2016)
New feature : Bank Deposit Slip
6.05.1460  (Apr 11, 2016)
New feature : Import Donations from file
Simplified Restore process for OH Plus.
6.04.0312  (Jan 5, 2016)
Improved support for using Offering Helper with multiple churches on one computer, via the use of shortcuts.
Added support for MS Access 2016
6.04.0290  (2015)
Modified most reports to work with non-calendar fiscal years.
Widened the address field in receipts to 50 characters
Fixed bug causing message "Error in FormStack_Pop. FormStack is empty".
Fixed: Church Directory report was broken.
New Feature : A new user account "role" has been created : Donation Entry - Anonymous.  A user under this role can enter donations, but only by envelope number.  They will not have any access to donor information.
New Feature : notes entered as part of a donation can now be printed in the Service Details report (single column) as well as the Service Category Totals report.
6.01.1101  (2014)
Added facility to upgrade old Access 97 format data files.
Feature : Revamped user permissions, to allow for a category of user that can view donor information but not financial information.
Feature : You can now enter monies received from donors that would normally be considered as general income.
Feature : you can now enter monies received that are eligible charitable donations, but that have been, or will be receipted by another organization.
Fixed bug in Cloud Connection Wizard.  
Fixed Church Directory menu item.
Fixed bug in report Donations by Week : donations were being offset by one week. 
Added a new report : Donations by Week.
There is now a toolbar button in the Other Donations screen to allow you to access the Donor Names screen.
The Percent column in the Donor Report and the Category Summary report now defaults to hidden, to make more room for other columns.  For instructions on how to bring that column back, please contact support.
Made some changes to the way receipts are exported.
Added support for Cloud Data Storage.
Automatic backups.
5.55.0008  (2013)
For Canadian Churches : changed wording on receipts to conform to sample receipts shown on the CRA website, as well as updated the CRA web site address on the receipt.
Removed restriction whereby non-receiptable categories were being filtered out of the Automatic Entry definition screen.
Addressed compatibility issues with McAfee Anti-Virus.
The Donation Type (ie. Check, Cash, PayPal, etc.) can now be customized by the user.
A default value for the Donation Type (mentioned above) can now be set by the user.
Automatic Entries now have a Donation Type field that can be set by the user.
The Church Information dialog has been re-designed to give a cleaner look.
Offering Helper now supports spouses with different last names.
The Church Directory feature is now implemented by exporting donor information to a Microsoft Word mail merge document. This allows for virtually unlimited customization of the final product, with respect to formatting and layout.
Donor List Report now has the option to export just basic donor fields, or all fields, which would include user defined fields.
Offering Helper now supports "memorized" data file locations, making it easy to switch from one set of data files to another.  Useful for bookkeepers / accountants who use Offering Helper with more than one church.
Automatic Entry list is now sorted by donor name.
Labels & envelopes can now be printed for just those donors that have a receipt issued to them.
5.54.0000  (2012)
Added support for digital signature on receipt.
Position of church logo on receipt can now be adjusted.
Fixed issue in the setup program that was causing it to hang in some situations.
Fixed an issue in donor statement that was causing error messages in some situations.
Added feature to Automatic Entries, to allow entries to be made at "Month End" rather than on a specific date.
Fixed an issue in report settings dialog, where the calendar was not defaulting to the current date.
Fixed issue with tax message on donor statements. 
Added the ability to change the wording of the advantage statement on receipts (Applicable to Canadian churches only).
5.52.0004  (2011)
Other Donations screen and report now have a total at the bottom.  The report can be filtered by donation type.  The screen can be filtered by any of the input values.
Other Donations report can now be accessed from the main menu, under Reports.
Bug fix : Ribbon for Other Donations screen was hidden.
Bug fix: all donations entered into the Other Donations screen were being marked as receiptable, regardless of which category they were assigned to.
Made some design changes to the cash inventory screen.
Re-introduced the cash inventory section to the service reports.
Re-designed the Pledge Program forms.
Added an "Other Donations" screen and report.  This allows donations to be entered that were not received in a regular church service.
Added pop-up calendar controls where appropriate.
Terminology change : Direct Deposit is now referred to as Pre-Authorized Deposit.
Option to specify a short abbreviation for pre-authorized deposit.  Default is PAD.  This fits on reports better.
Added "Online" and "Other" as donation options in the service entry screen.
Automatic Entries.  You can now define entries that will be made automatically into the Other Donations screen on a set schedule.
Wording of the IRS tax message on receipts can now be customized.

Offering Helper Lite

4.92.0003  (Jan 30, 2019)
The Donor Statement for US churches now has a signature line for the treasurer.
Donor Statement now displays the church name and address at the top left for double-windowed envelopes.
4.92.0002  (Jan 21, 2019)
The Offering Helper installer now allows you to override the version of Microsoft Access that will be used.
4.92.0001  (Jan 3, 2019)
Receipt Set summary information can now be easily copied to the clipboard and pasted into another application, or printed out in a handy report format.
In-form toolbars have been eliminated and replaced with the newer 'ribbon' style interface.
4.91.0004  (Nov 1, 2018)
The Donor Statement has a new option to summarize donations by category, showing totals only.
4.90.0012  (Oct 2, 2018)
New report : Donation Details.
Fixed conflict with Norton Antivirus
4.80.0004  (Aug 22, 2017)
Program installer uses Access 2007 runtime irrespective of any Access version installed on the user's computer.
4.79.0594  (Nov 7, 2016)
Fixed issue where using the period (.) as the date separator in Windows was causing certain parts of Offering Helper to fail.
4.79.0561  (Aug 9, 2016)
Fixed : Service Summary was not displaying check numbers for US churches.
4.79.0527  (Jul 5, 2016)
New feature : Import Donors
Reports : you now have control over whether donors with zero donations are included.
4.78.1460  (Apr 11, 2016)
New feature : Import Donations from file
4.75.1101  (Nov 12, 2014)
Added facility to upgrade old Access 97 format data files.
4.75.1054  (Apr 1, 2014)
The Percent column in the Donor Report now defaults to hidden, to make more room for other columns.  For instructions on how to bring that column back, please contact support.
4.75.0131  (Jan 18, 2014)
Fixed bug causing an error message when starting a new service.
4.74.0008  (Dec 5, 2013)
For Canadian Churches : changed wording on receipts to conform to sample receipts shown on the CRA website, as well as updated the CRA web site address on the receipt.
4.74.0007  (Nov 1, 2013)
Improved support for Microsoft Access 2013.  Detect old version data files.
Addressed compatibility issues with McAfee Anti-Virus.
4.74.0005  (Oct 22, 2013)
Added support for Microsoft Access 2013.
4.74.0001  (June 19, 2013)
An additional value has been added to Donation Type.  The 3 possible values are now Check, Cash, and Other.
The Church Information dialog has been re-designed to give a cleaner look.
4.73.0000  (Dec 28, 2012)
Added support for digital signature on receipt.
Position of church logo on receipt can now be adjusted.
4.71.0007  (Jan 9, 2012)
Added the ability to change the wording of the advantage statement on receipts (Applicable to Canadian churches only).
4.71.0001  (Nov 7, 2011)
Made some design changes to the cash inventory screen.
Re-introduced the cash inventory section to the service reports.
4.61.0001  (Jan 4, 2011)
Wording of the IRS tax message on receipts can now be customized.
4.51.0086  (Jan 23, 2006)
Gift in Kind description field can now be more than one line.  Use it to indicate who the item was appraised by, if desired.
Year end receipts now include the full church name and address at the bottom, for use with double-windowed envelopes.  The address position can be specified.