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Contacts
- 4 Great Contact Tools
- Add/Edit Basic Contacts
- Applying an Obligation Template to an Individual Contact
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- Getting started with your Homeowner Association
- Guidelines for importing your Contact list
- How to apply a reimbursement toward an obligation (amount owing)
- How to See the Running Balance for a Contact (with video)
- How to track money allocated to an individual
- How to track money allocated to individuals to spend (eg Teacher Grants)
- How to Use Membership in Contacts
- Integrating MoneyMinder and JoinIt
- Making Obligation Templates
- Manage Users (with video)
- Printing Statements
- Setting up Activity Accounts for Contacts
- User Roles