Manual Gift Processing
Update the database to reflect contributions and pledges that don't sync automatically.
Click-Through Guides
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Set Up a Quick Entry Configuration for Contributions
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Manually Enter Contributions Using Quick Entry
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Enter in a Contribution & Connect it to a Pledge
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COMING Q4: Manually Process a Refund
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COMING SOON: Enter in a Batch of Checks
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COMING Q4: Managing Stock Donation
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COMING SOON: Income Log Template
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COMING SOON: Income Log Import Process
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Prep Income Log for Upload
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Manually Add Stock Gifts to EveryAction
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Details
- 5 Guides
- EveryAction
Access this course
(and more!) by subscribing to one of the following bundles.
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Development Syllabus
Bundle • 28 learning productsDevelopment-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
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Database Admin
Bundle • 43 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
Built in Collaboration
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Asian American Advocacy Fund
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Florida Wildlife Federation
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National Domestic Workers Alliance
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Showing Up for Racial Justice