Special Fall Discount for New Staff Members
Existing staff members may want to join as a refresher.
The content is set up to address entry-level staff with an introduction to how @EASE manages data to benefit the charity.
The cost per organization is $150.00 plus GST. More than one staff member per organization is welcome to attend. All registrations are firm and must be paid to attend.
Receipts will be issued.
September 26, 2023, Campaigns: How they work and why they are very important for reporting and donor recognition.
Additional Date: October 3, 2023
September 27, 2023, Receipting: How to enter different types of gift receipts and how to make important corrections. We will examine PDFs and eReceipts generated through @EASE and how to set them up.
Additional Date: October 4, 2023
September 28, 2023, Reports & Q-Xpress: Which day-to-day reports are important and where to locate the needed data. How to create an extract for reports and lists for appeals.
Additional Date: October 5, 2023
Materials will be provided, and login information will be sent to all registrants.