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A budget to actual report shows you the difference between budget to actual for income and expense categories. *Now includes your Cash Balance Forward and T...

This reports can show the various receipts, descriptions, and income categories relevant to a specific deposit.   1.     Select "Receipts", &quo...

This "Report" is also within "Fundraisers and Programs" and is found at the bottom right of the page. 1.     Select Date Range. 2.    ...

The tax schedule reports are available for both IRS Form 990-EZ and the California Form 199   1.      Select Reports/Tax Worksheets from the Reports menu ...

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...