The multi-chapter course is designed to show how to add and process giving, and run reports and export to Financials

Giving Settings

Setting up Giving Categories and Online Giving

Financial Sync Settings
Giving Entry

Creating batches and manual input

Printing a Batch Report

Processing and printing a batch report once a batch has been entered

Sync a Batch to Financials

Step through syncing your giving batches to a Shelby Financials journal.

Giving Reports

Learn about the Overview, Summary, Detail, and Demographics Reports

My Reports
Giving Statement Design

Designing and printing (or emailing) a giving statement

Campaigns and Pledges

Creating pledge campaigns, inputting pledges, applying a pledge to a gift, and pledge reporting

Individual topic purchase: Selected
Shelby Systems
Total General Hours: 1.00
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