Gift Management

Enter, reconcile, and report on gifts — including posting adjustments and connecting to QuickBooks or your general ledger.

Attributions and Soft Credits

Understanding Attributions and Soft Credits

Understanding Attributions and Soft Credits Reporting

How do I generate thank you letters for attributed gifts?

How do I run and customize the Attributions and Soft Credits Report?

How do I search for contacts using attribution criteria?

Contributions

Accepting Donations from International Supporters overview

Best Practices: Tips for Acknowledging Split Contributions

Best Practices: Using Contribution Aggregates

Feature Webinar: Processing, Reconciling, and Acknowledging Contributions in EveryAction

How do I enable and configure International Payments on a form?

General Ledger Funds

Understanding General Ledger Funds and Cost Centers

How do I manage inactive General Ledger Funds and Cost Centers?

How do I make data adjustments for posted contributions?

How do I apply General Ledger Funds and Cost Centers to contributions?

How do I create a new Cost Center?

Financial Batch Manager

Understanding Financial Batch Manager

How do I use pre-filtered reports for Financial Batches?

How do I close and reopen batches?

How do I add contributions to a batch?

How do I create a new Financial Batch?

Mail Merge

How do I create a Mail Merge Template?

Understanding Mail Merge Letter Generation

How do I generate letters for attributed contacts and soft credits?

How do I generate acknowledgments for contributions?

How do I generate a letter for a single contact?

Recurring Giving

Understanding Mastercard Requirements for Recurring Billing

Understanding Recurring Commitments

Understanding Recurring Commitment Changes

Understanding monitoring payments on recurring commitments

How do I set up a self-service page for cancellations?