Training Videos - Contributions (Preview)

Video Series Playlist:

  • Introduction
  • Setup
    • Menu Structure
    • Payment Methods
    • Fund Groups
    • Add a Contribution Fund
    • Automatic Transfers
    • Envelope Numbers
  • Entering Contributions
    • Workflow
    • Enter Contributions
    • Check Reader
  • 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
    • Adding a Contributor
  • Repeating Contributions
    • Introduction
    • Adding Repeating Contributions
    • Release Repeating Contributions
    • Reports
    • Posting Repeating Contributions
  • Pledges
    • Adding a Pledge
    • Pledge Entry
    • Pledge Options on Contribution Statements
    • Pledge Reports
    • Year End Processing
  • Designations
    • Introduction
    • Setup
    • Data Entry
    • Reports
  • Reporting
    • Introduction
    • Contribution Statements
    • Canadian Tax Receipts
    • Report Options
    • Contribution Range Report
    • Inactive Profiles Report
    • Mailing Labels and Mail Merge
    • Graphs
  • Administration
    • Security
    • Reassign Envelopes
    • Reassign Fund Numbers
    • Contributions Audit Log
    • Deleting Old Data

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