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Who should attend:

Fundraising/Finance/Volunteer Coordinators, Data Entry, Service/Program Delivery Staff

Training focuses on how to initially set up your database to ensure you get out the information you need. This includes refining your record coding for data entry efficiency and to permit more detailed statistical reporting.

The session also shows how to carry out the appropriate procedures for entering donations, correcting errors, producing reports, generating tax receipts, replacing lost receipts and creating built-in thank you letters.

Topics Covered include:

• System Overview
• Strategic Use of the Database
• User Codes
• Database Management – Maintenance
• Overview of Forms in Income Manager
• Practical – Entering data in Income Manager
• Income Processing Procedures
• Pledge Processing
• Preauthorized Processing
• Tax Receipt Module – Letters. Receipts
• Query Wizard How to
• Exporting/Mail Merges/Labels
• Reports


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