If a course is not advertised or you need to change the date please Contact Us as we can always add a course or change dates if there are enough participants.

Also, check out our online courses here.

Loading Events

« All Events

  • This event has passed.

V4 Finance

March 11, 2020 @ 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 Booking

Details

Date:
March 11, 2020
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

We also offer specialised training/consultancy service. Building on the skills acquired during basic training we can refine your knowledge and expertise. In addition, we can review your processes and help with documentation. 

Training, customised or not, can be conducted either at your office (if you have a suitable environment) or at the thankQ’s training centre.Contact Us if you require a quote.

Enquire about availability


Your Name (required)

Your Email (required)

Course

Additional Comments