Finance

 

Contributions Processing

Learn to use the Batch Manager Tool and run reports for general ledger updating.

Audience – Offering Staff

00:15 - Batch Manager Tool
03:36 - Cash Donation Batch
22:35 - Check Donation Batch
28:29 - Creating & Finalizing a Deposit
41:30 - Batching from an Online Giving Partner

Donor Management

Learn to set up and manage pledge campaigns, pledges, soft credits, and donation corrections.

Audience – Financial Officers, Offertory Staff

00:40 - Donors
09:45 - Pledge Campaign
15:55 - Question - Associating a Donor with a Missions Trip Participant
18:20 - Statement Record
21:10 - Corrections
24:00 - Reversing a Donation
28:20 - Changing Fund

Donor Reporting & Communication

Learn to communicate with Donors using the New Message tool and the Selected Donor Letter, and get the lowdown on reporting on Donations, Donors, etc. Be sure to check out the Statement Season Success webinar for even more information.

Audience - Financial Officers, Offering Staff, Offertory Staff

00:40 - Paper Statements
01:45 - Electronic Statements
03:10 - Stewardship Letters
11:10 - Donor Reports
30:17 - Donor Related Pages & View