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V4 Finance

October 10 @ 9:30 am - 4:30 pm

This course is designed to get you started so you can enter and manage payments in thankQ and also on how to setup and mange ongoing giving.

  • 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.
  • Learn how to put pledges on hold or write down instalments and/or the whole pledge.
  • Learn how to reactivate written down pledges, add instalments, change instalment dates and amounts.
  • Learn how to load all pledges that are due and how to print an end of year receipt summary.
  • Get acquainted with Finance Reporting.

Prerequisite:

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

Approximate Duration:

6 hours

Enquiry and Book

Details

Date:
October 10
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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