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V4 Finance

August 7 @ 9:30 am - 4:30 pm

thankQ Finance

You will learn how to;

  •   Setup codes to be able to track money received from campaigns, events, merchandise, memberships, pledges, donations etc.
  •   Understand how to create payment batches and know the different ways thankQ can process these.
  •   Run batch reports and paying in slips.
  •   Create a quick receipt or bulk receipts from the batches and file these under the contact records.
  •   Be able to search for batches and payments.
  •   Know how to reverse any dishonoured payments or payments made against the wrong contact.
  •   Know the difference between continuous and fixed pledges.
  •   Send acknowledgement letters, reminders etc.
  •   Put pledges on hold or write down instalments and/or the whole pledge.
  •   Reactivate written down pledges, add instalments, change instalment dates and amounts.
  •   Load all pledges that are due and how to print an end of year receipt summary.
  •   Get acquainted with Finance Reporting.

Prerequisite:

  •   thankQ Essentials
  •   Basic knowledge of Windows systems
  •   General experience using Windows programs
  •   Basic knowledge of Word
  •   Basic knowledge of Excel

Approximate Duration:

  • 6 hours

Enquiry and Booking

Details

Date:
August 7
Time:
9:30 am - 4:30 pm
Event Category:

Organizer

Margaret Kamstra
Phone:
+61 2 8904 9755
Email:
training@thankQ.com.au

Venue

Sydney Training Centre
L14, 275 Alfred St
NORTH SYDNEY, NSW 2060 Australia
+ Google Map
Phone:
+61 2 8904 9755
Website:
www.thankQ.com.au

 

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