Year End Donor Statements

Year End Donor Statements
  • Thursday, December 15, 2016, at 4 pm EDT
  • Megan Christianson & Chris Keheyias
  • Review the checklist, tips and tricks for preparing year-end donor statements to make the start of 2017 smooth for your accounting team!
Video Topics: Year End Donor Statements

1:50 - Accounting Companies Page
4:33 - Views on the Programs Page
4:57 - Reviewing Statement Headers
5:37 - Cleaning up Data
11:08 - Building Selections
17:09 - Communications
25:42 - Running Reports
30:00 - Managing Corrections
37:57 - CloudTools Refund Donation "Sneak Peek"
41:09 - KB-Related Articles

 

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Tags: Video

Last Modified: 1/9/2017

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