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Fall Introductory Seminars Resource Material

Please Note: All materials can be downloaded and saved in your EaseKMS Instructions folder. 

Campaigns list:

Organizational Defaults Download

Campaigns  Download

Campaign and Receipt Lookup Tables  Download

Receipt Seminar List:

Entering Donations and Receipting Download

How to Enter Receipts with Varying Breakout Codes Download

Creating and Printing PDF Receipts  Download

Noncharitable PDF Receipts for Noncharitable Gifts  Download

eReceipts for Single and Yearly Donations  Download

Receipts and Update to Master  Download

Reports & Q-Xpress:

     

Reports and Extracts Notes Download

 

Q-Xpress Review  Download

 

Q-Xpress Selections  Download

Donor Profile Report  Download

Members with Donation Amounts  Download

Reports You Need When Visiting a Donor  Download

Donation Analysis Report  Download

                                              

Additional Reading:

Anatomy of the @EASE Windows  Download

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