Finance 3 – Workplace Giving Defaults

Finance 3 – Workplace Giving Defaults

Finance 3 - Workplace Giving Defaults

Review of where to complete default designations for a workplace giving campaign. These default designations are used on the workplace giving pledge form to determine the 5 defaults that are available. Read more

Deposit Management

Deposit Management

Deposit Management

This video reviews the setup of deposit accounts, the initial setup of a deposit advice and the different methods for entering payment batches into a deposit advice. Read more

WealthEngine Basics

WealthEngine Basics

WealthEngine Basics

Learn how to automate the generation of a WealthEngine profile directly from WealthEngine.com and how to use StratusLIVE for Fundraisers to look directly at the WealthEngine.com website from the profile. Read more