Processing & Reconciling Contributions In EveryAction

Learn how to enter contributions in EveryAction including soft credits such as donor-advised funds; manage and reconcile contributions with Financial Batch Manager, identify how and when changes were made to your contacts using Audit Trail, and send acknowledgments using in-app mail merge templates.

  • Related packages: Development Basic, Standard, or Pro, and EveryAction 360
  • Workshop elements: Entering a contribution, creating mail merge templates, and customizing the Contribution Acknowledgment Report
  • Who should attend: Member or donor services staff, and anyone who will be reconciling fundraising records with financial records

1:00-2:00 PM EASTERN