Articles in this Newsletter January 25, 2019

Join Us at the Rosen Centre Hotel in Orlando!

The Andar Software Users Group Conference sessions will be at the Rosen Centre Hotel. Book your hotel room at a discounted group rate of  $149 per night USD (plus taxes) to enjoy the comfort and convenience of being in the same building and arriving from your bedroom to your session in less than five minutes. In addition to newly renovated guestrooms, the hotel has eight restaurants, a wellness spa, a tropical pool, and two hot tubs in a gorgeous patio. Plus, enjoy complimentary WiFi, no resort fees and free parking for hotel guests!

Register by Friday, March 22, 2019, to reserve your room at the current group rate.

Reservations can be made directly with the Rosen Centre Hotel by calling their toll-free number 1-800-204-7234 or locally at 407-996-9842. Request the group rate for the 2019 Andar Software Users Group Conference.

The guestroom discounted group rate of $149/night will be honoured from April 10, 2019 to April 21, 2019 (based on room availability.) That gives you a few days before and after the conference to enjoy all that Orlando has to offer!

Ride up and down the miles of fun that make up the International Drive Resort Area. You will receive two (2) I-RIDE Trolley tickets complimentary per guestroom.

Very important! There are three ROSEN Hotels in Orlando, two of which are located on International Drive — each adjacent to the Orange County Convention Center. This meeting is being held at Rosen Centre Hotel on International Drive. 

Please note: The Rosen Centre Hotel requires that all reservations be secured by the reservations due date with a guaranteed payment method. Credit cards, debit cards, cheques and money orders are acceptable forms of guarantee and/or deposit funds. Five (5) days prior to your arrival, a one night’s guestroom and tax authorization will be processed on your credit/debit card, if there is no deposit. Please be aware that an authorization on a debit card will reduce the funds available in your bank account at that time. The Rosen Centre Hotel has a five (5) day individual guest room cancellation policy. If an individual guest cancels less than five (5) days prior to arrival, the credit/debit card used to guarantee the reservation will be charged a one night’s guestroom and tax fee. If deposit was sent in to guarantee the reservation it will be refunded only if the room is canceled more than five (5) days before arrival.  

Users Group General Conference Agenda Is Live

This year's General Conference agenda has six theme-based tracks. During Wednesday and Thursday, you can choose to attend all the sessions in one track, or if you're up for some educational adventures, attend sessions from all six tracks based on your interests.

The six tracks are:

  • Development
  • Programs
  • Back-Office & Analysis
  • Finance
  • IT
  • Executive

Download a detailed preliminary agenda from the "Agenda" page on the website to find out what the session titles and descriptions are. 

Last Minute Receipt/Tax Letter Reminders

Issuing receipts can seem complicated. The easiest way to look at it is by breaking it down to two steps.

  1. Create - Use the Create Receipts menu option to create Pending receipts. While they are Pending you have the opportunity to review/verify your data.
  2. Issue - It’s during the Issue step that receipt numbers are assigned and a record of the receipt is added to the donor profile.

Below are some common obstacles:

  1. When you run the receipts to Pending, a report is created: the Pending Receipts Report. Do NOT use this report to create your receipts. This report is only to verify your data.
  2. After you have submitted the Pending receipts, wait for the job to complete, then refresh or open the Receipts Maintenance screen. The screen can get locked if you’re trying to refresh while Andar is trying to load the new Pending receipts.
  3. When you Issue the receipts, by default receipts that are missing a pecked postal address are not issued. This is true even if you're sending the receipts by email. If you wish to issue receipts regardless of existence of a postal address, you can check the box “Issue receipts without an address.”

Find Out More About Your Functions and Modules

From CRM to Community Impact and much more — Andar/360 isn't just a donation record keeping tool. Would you like to learn more about the functions or modules YOU OWN?

Schedule a free demo to receive a personalized look into your instance of the software.

Attend a Live Webinar

Polish off old skills or learn brand new ones by attending Andar/360 eClasses in January and February. You can participate from the comfort of your desk or ask your colleagues to join along, plus ask questions on the spot if you want the instructor to explain something further.

There are a variety of topics and dates to choose from:

January 25, 1-3 PM EST – Andar Connector
February 4, 1-3 PM EST – Tax Receipts
February 6, 1-3 PM EST – Basic Data Mining
February 11, 1-3 PM EST – Advanced Data Mining
February 15, 1-3 PM EST – Intro to Andar - Campaign and Fundraisers
February 22, 1-3 PM EST – Basic Payout

Quote of the Week

"This very moment is the perfect teacher, and lucky for us, it's with us wherever we are."

Pema Chodron

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