Training Videos -
Contributions (Preview)
Video Series Playlist:
- Introduction
- Setup
- Menu Structure
- Payment Methods
- Fund Groups
- Add a Contribution Fund
- Automatic Transfers
- Envelope Numbers
- Inactive Envelope Numbers * Updated 11/17/2017
- Maintain Donors * Updated 01/07/2021
- Entering Contributions
- Workflow
- Enter Contributions
- Check Reader
- Bank Issued/Bill Pay Checks * Updated 01/07/2021
- Programming the Check Reader * Updated 11/17/2017
- Importing Contributions
- Overview * Updated 02/27/2017
- Import From File * Updated 02/27/2017
- Import From Vanco Payment Solutions * Updated 02/27/2017
- After Entry
- Verifying Entry Accuracy
- Modifying Unposted Contributions
- Bank Deposit Slip
- Posting
- Reversing Posted Contributions
- Reverse & Correct * Updated 01/07/2021
- Adding a Contributor
- Repeating Contributions
- Introduction
- Adding Repeating Contributions
- Release Repeating Contributions
- Reports
- Posting Repeating Contributions
- Pledges
- Adding a Pledge
- Pledge Entry
- Importing Pledges * Updated 11/17/2017
- Pledge Options on Contribution Statements
- Pledge Reports
- Year End Processing
- Designations
- Introduction
- Setup
- Data Entry
- Reports
- Reporting
- Introduction
- Contribution Statements
- Canadian Tax Receipts * Updated 11/17/2017
- Report Options
- Contribution Range Report
- Inactive Profiles Report
- Mailing Labels and Mail Merge
- Graphs
- Administration
- Security
- Contribution Summary Graph Access * Updated 11/17/2017
- Reassign Envelopes
- Reassign Fund Numbers
- Contributions Audit Log
- Deleting Old Data
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