Special situations5 Articles
- Getting started with Contacts for HOA’s
- How to create & send Donation acknowledgment letters individually
- How to create & send Donation acknowledgement letters in bulk
- How to Track money allocated to individuals to spend (i.e Teacher Allocations)
- Integrating MoneyMinder and JoinIt
- See all 5 Articles
How to use Contact tools
There are a number of Tools available to make using Contacts easier and allow for handling Contact actions in bulk....
How to Apply transactions to Contacts
When funds are paid to Contacts or received from them, this is applied to the Contact and the Activity Account when the bank transaction is entered.
How to Add Activity Account starting balances to Contacts
How to add Activity Account balances to contacts and how to carry forward Activity Account balances at the start of a new financial year.
In this article, we'll walk through how to create statement templates to fit your group's specific needs.
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