Updating Your Fiscal Year Totals

With the turn of the fiscal year, it's time to make sure your institution's Fiscal Year giving data is up-to-date in EverTrue.  Your steps for getting started may vary on how you've built your import file, but either way we'll help you freshen up your EverTrue platform for a successful FY18 kickoff.

Where do I start?

We have created this guide to help you make the transition.  You'll start by examining your file to ensure that your new FY data is in place.  Follow along to get started!

Why does it matter?

The EverTrue Platform works best for you and your organization when the data it runs on is up-to-date, accurate, and complete.  We also know how important it is for your users to have up-to-date information during FY18 planning.

Need help?  Check out this video and/or contactgenius@everture.com if you have any more questions!

You're good to go!  

Still need help? Contact Us Contact Us