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
• 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