V4 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 dishonored 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 installments and/or the whole pledge.
•     Reactivate written down pledges, add installments, change installment 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 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