Day 1

Membership

• Address

• Individual

• Giving Unit Records

• Church Records

  • ACH Setup

Reporting

• Treasurer Reports

  • Import Reports

  • Online Reports

  • Manual Reports

• Membership Update

• Minister Reports

  • Import Reports

  • Online Reports

  • Manual Reports

• Other Reports

Contributions

• Procedures

• Pledging

• Email Statements

Engage Giving

• Settings

• Giving

  • Receiving

  • Processing

  • Reporting

  • Failed

• Search Transactions

Notices

• Overview

• What’s Possible

• Creating Notices

• Notice Editor

• Sending Notices