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Contributions (59 videos 02:17:31) Preview
This video series covers the Contributions module, including maintaining contribution funds, entering and tracking contributions and pledges along with posting and correcting contributions. It also covers running reports and graphs, reassigning fund and envelope numbers and deleting old data.

Video Series Playlist:

  • Introduction (02:30)
  • Setup
    • Menu Structure (02:17)
    • Payment Methods (00:53)
    • Fund Groups (00:35)
    • Add a Contribution Fund (02:56)
    • Automatic Transfers (01:37)
    • Envelope Numbers (05:25)
    • Inactive Envelope Numbers (01:15)
  • Entering Contributions
    • Workflow (01:46)
    • Enter Contributions (07:37)
    • Check Reader (03:52)
    • Programming the Check Reader (01:08)
  • Importing Contributions
    • Overview (03:05)
    • Import From File (03:19)
    • Import From Vanco Payment Solutions (09:25)
  • After Entry
    • Verifying Entry Accuracy (01:58)
    • Modifying Unposted Contributions (01:13)
    • Bank Deposit Slip (01:35)
    • Posting (06:10)
    • Reversing Posted Contributions (02:36)
    • Adding a Contributor (03:32)
  • Repeating Contributions
    • Introduction (01:15)
    • Adding Repeating Contributions (01:38)
    • Release Repeating Contributions (01:29)
    • Reports (00:59)
    • Posting Repeating Contributions (01:11)
  • Pledges
    • Adding a Pledge (03:58)
    • Pledge Entry (02:40)
    • Importing Pledges (01:47)
    • Pledge Options on Contribution Statements (02:25)
    • Pledge Reports (03:45)
    • Year End Processing (01:43)
  • Designations
    • Introduction (01:12)
    • Setup (02:16)
    • Data Entry (03:31)
    • Reports (02:39)
  • Reporting
    • Introduction (03:14)
    • Contribution Statements (07:05)
    • Canadian Tax Receipts (04:11)
    • Report Options (03:12)
    • Contribution Range Report (01:38)
    • Inactive Profiles Report (01:30)
    • Mailing Labels and Mail Merge (02:03)
    • Graphs (02:10)
  • Administration
    • Security (04:45)
    • Contribution Summary Graph Access (01:35)
    • Reassign Envelopes (03:04)
    • Reassign Fund Numbers (02:18)
    • Contributions Audit Log (01:38)
    • Deleting Old Data (01:56)

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