Gray Step Software Support

1.      Select Tools/Budget 2.      Select the year that you are budgeting from the drop down menu on the upper left corner of the screen. Note: If the ye...

1.      Select Tools/Fundraisers and Programs 2.      Select either the "Fundraiser" or "Program" tab        3. Select "Add&qu...

You can check the activity of fundraisers and programs by highlighting them and clicking on "Activity". This will show you what transactions have ...

To print a report on your fundraisers/programs select "Print" on the bottom left of the screen. Enter in what the report will be on by selecting a...

Upon creating a new fundraiser, you may want to add items to sell at the fundraiser. To do this you:   1.      Select "Items" on the bottom of t...

The Bulk Mailer tool gives you the ability to send out emails to selected groups quickly and easily.   1.      Select Tools/Bulk Mailer 2.      Select wh...

1.      Select Tools/Bank Reconciliation 2.      Use the Drop down box to select the bank you wish to Reconcile. 3.      Select the bank statement end dat...

1.      Follow Steps 1-6 above 2.      Next to “Print Item List” select the report format you wish to print the list in and select “Generate”

1.      Tools/Bank Recon History 2.      Expand the bank account history by clicking on the plus sign to the left 3.      To view the Bank Rec summary, cl...