Finance Tag Archive

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.”

Become a Receipt Pro

CyberSource - How to fix Verifying Transactions

Take a look at our recently updated online help relating to fixing transactions in the verifying status.

Read more…

eClass Training

Please join us for an upcoming eClass. These 2-hour long group trainings will begin at 2pm ET and will cover:

  • Finance: Intro to Andar/360 - November 2, 2018  (Register)
  • Data Mining for a Beginner - November 5, 2018 (Register)
  • Resource Development: Intro to Andar/360 - November 8, 2018 (Register)
  • Data Mining for a Beginner - November 13, 2018 (Register)

To see class descriptions: www.andar360.com/eClass

If you have questions please let us know.

Enhancements to Help with Bank Reconciliation

There is a new field in system preferences: Set envelope accounting date as default deposit date when adding deposit.

This new field gives an additional option to reconcile Andar/360 with your bank statements.

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See project 70507

Help for you - Andar Tutorials

Do you have new users? Would you like to brush up your Andar/360 skills? Check out our tutorials. Some topics include: Getting Started, Campaign Management, Finance, CRM, Community Impact, Events and many more...

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Best Practice Round Table Idea Submission

We want to give you a chance to provide feedback & suggest topics for the upcoming best practice webinar. There will be no cost for attending. We will announce the date and topic next week.

Please complete our short survey to provide your ideas...

Getting ready for campaign?

Are you getting your database ready? Testing mail list pulls?

Have you checked saved reports and set those that should be auto emailed regularly?

Are you preparing to assign goals and managers?

We are here to help if needed - let us help set your database for success, launch ePledge campaigns, deploy and build custom reports, set goals and more. For questions about our professional services please contact us, sales@AndarSoftware.com

Please also check out our Online Help for more information.

 

Report Highlight: Customize the Columns

Would you like to customize the data, columns, or labels in Andar/360 reports? Did you know you could?

The Campaign Monitoring Report, Transaction Register Report, and Extract Table Reports allow this through the "Columns tab". This tab allows you to choose which columns to appear in the report and to customize the report layout. Your column selections will affect the output in both the PDF format and the CSV format.

CustomColumn

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Do you accept donor pledge payments online?

Do you accept donor pledge payments online? Why not? Andar/360 allows donors to view giving/designation history along with the ability to pay their pledge online*. This can be done through the new Statements web page or via the existing Account History page. Whether it is a Bill Me pledge, or a Payroll pledge, or even a pledge submitted on paper, donors can go online to view their statements in .pdf and make payments online for their gifts. Corporate gifts can also be paid online.

Online help...

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Want us to walk you through setting this up?

*The Andar/360 ePledge module is required.

Credit cards about to expire

How can you determine which pre-authorized payment donors have credit cards that are about to expire?

Look them up by running the Andar Pre-Authorized Credit Card Payment Report under the Finance folder on the Andar Main Menu. On the submission window, select the billing date, for example, *2 Months after. Also specify the next month as the Credit Card Expiry Date. The report will then list donors who have amounts due in two months but whose credit card will expire before then.