Learn the basics of entering Contributions and setting up Purposes from Shelby Consultant, Carmen Dea. She will share with you how to most effectively do your weekly entries to save time, energy and frustration.
You will learn to:
- Correctly set up giving purposes using some best practices
- Enter pledges and track against those pledges
- Set up preferences for giving to allow you to move quickly and effectively through your batches.
- Enter a regular batch and some that are not so regular.
- Take advantage of the edit list and final lists to assure the highest accuracy.