Click-Through Guides

    1. Set Up a Quick Entry Configuration for Contributions

    2. Manually Enter Contributions Using Quick Entry

    1. Enter in a Contribution & Connect it to a Pledge

    2. COMING Q4: Manually Process a Refund

    3. COMING SOON: Enter in a Batch of Checks

    4. COMING Q4: Managing Stock Donation

    1. COMING SOON: Income Log Template

    2. COMING SOON: Income Log Import Process

    3. Prep Income Log for Upload

Details

  • 4 Guides
  • EveryAction

Built in Collaboration

  • Asian American Advocacy Fund

  • Florida Wildlife Federation

  • National Domestic Workers Alliance

  • Showing Up for Racial Justice