$399.95 $300.00

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The Set

Get all the training you need and save money at the same time.

The Essentials

  • Track Restricted Grants
  • Enter Annual Budget and Compare to Actual Results
  • Set up Chart of Accounts to match the Audit and 990 Return
  • Enter your Donors, Members, or Students
  • Create Classes to Track Your Programs
  • Set up Your Vendors
  • Learn the Best Way to Enter Transactions
  • Enter Donations and Grants
  • Track Outstanding Pledges
  • Enter Pledges in Installments
  • And much more…

Beyond the Essentials

  • Track Special Events
  • Budget by Programs and Grants
  • Track Volunteers
  • Customize Forms
  • Houses of Worship
  • Enter Recurring Member Dues Automatically
  • Create Personalized Donor Thank You Letters
  • Track Funds
  • Record In-kind Gifts
  • Track Capital Campaigns
  • Correct Bank Rec Outages
  • Auto Allocate Expenses to Programs and grants
  • And much more…

Additional information

Product Type

Online, Desktop