Note: If you wish to purchase this course and require an Australian tax invoice to pay rather than use a credit card, please contact [email protected] 

Learn all about Source and Destination codes which are used to track money coming into thankQ. 

Create Batches and enter payments to be processed to approval. Manage donations given online.

Learn how to search payments and batches and report on these. Also see examples of standard reports in thankQ.

Setup and Manage all things Regular Giving.

Send out End of Finance Year receipts.

All other Finance type functions.

Praise for this course:

About the instructor

Trainer, Document Writer

Margaret Kamstra

I have been in the IT industry forever, starting out installing hardware and software solutions mainly to the legal sector.I have also been on many implementation teams installing hardware and software as well as training staff. After implementing systems I was a mentor on help/support desks and set up training departments and training material.I have been a trainer at thankQ Solutions for over 5 years and I love their product and people.They are always striving to be the best and I love that because that is what I try to do also.

Course Curriculum

  • 1

    Finance Introduction

  • 2

    Destination Codes

    • Source and Destination Overview

    • Destination Codes

    • Handout - Destination Codes

    • Practice - Create Destination Codes

    • Quiz - Destination Codes
  • 3

    Source Codes

    • Source Codes

    • Handout - Source Codes

    • Practice - Adding Source Codes

    • Quiz - Source Codes

    • Handout - Segment Source Codes

    • Segment Source Codes for Receipting
  • 4

    Batch Processing

    • Intro and Credit Card Batch

    • Entering Cheques into Batch

    • Load Excel Spreadsheet into Batch

    • Move, Delete Payments and Quick Receipts

    • Batch Processing

    • Handout - Soft Payments

    • Practice Handout for Printing

    • Practice - Creating Batch and Adding Payments

    • Quiz - Batch Processing
  • 5

    Soft Credit Letters

    • Soft Credit Letters

    • Handout - Soft Credit Letters

    • Practice - Soft Credit Letters

    • Quiz - Soft Credits
  • 6

    Finance Searching

    • Search Batches and Payments

    • Search and Report on Payments

    • Handout - Finance Searching

    • Practice - Finance Searching

    • Quiz - Search and Report
  • 7

    Contact Payment Information

    • Contact Payment Information

    • Handout - Contact Payment Information

    • Practice - Contact Payment Information

    • Quiz - Contact Payment Tabs
  • 8

    Payment Reversals

    • Reversals

    • Handout - Payment Reversals

    • Practice - Reversals

    • Quiz - Reversals
  • 9

    Amend Allocations

    • Amend Allocations

    • Handout - Amend Allocations

    • Practice - Amend Allocations

    • Quiz - Amend Allocations
  • 10

    Pledge / Regular Giving Overview

    • Pledge / Regular Giving Overview
  • 11

    Create a Pledge

    • Create Pledges

    • Handout - Create a Pledge

    • Practice - Create a Pledge

    • Quiz - Create a Pledge
  • 12

    Pledge Acknowledgement

    • Pledge Acknowledgements

    • Handout - Pledge Acknowledgement

    • Practice - Pledge Acknowledgement

    • Quiz - Pledge Acknowledgements
  • 13

    Load Due Payments

    • Load Due Payments

    • Handout - Load Due Payments

    • Practice - Load Due Payments

    • Quiz - Load Due Payments
  • 14

    Pledge Reminders

    • Pledge Reminders

    • Handout - Pledge Reminders

    • Practice - Pledge Reminders

    • Quiz - Pledge Reminders
  • 15

    Pledge Maintenance

    • Pledge Maintenance

    • Handout - Pledge Maintenance

    • Practice - Pledge Maintenance

    • Quiz - Pledge Maintenance
  • 16

    Pledge Searching

    • Pledge Searching

    • Handout - Pledge Searching

    • Practice - Searching

    • Quiz - Searching
  • 17

    Load Excel Pledge Status

    • Load Excel Pledge Status

    • Handout - Load Excel Pledge Status

    • Practice - Load Excel Pledge Status

    • Quiz - Load Excel Pledge Status
  • 18

    Receipt Summaries

    • Receipt Summaries

    • Handout - Receipt Summaries

    • Practice - Receipt Summaries

    • Quiz - Receipt Summaries
  • 19

    Finance Reporting

    • Finance Reporting

    • Handout - Finance Reporting

    • Practice - Reporting

    • Quiz - Reporting
  • 20

    Nesting Source Codes

    • Nesting Source Codes

    • Nesting Source Codes

    • Practice - Nesting Source Codes

    • Quiz - Nested Source Codes
  • 21

    Source and Destination 2 Codes

    • Source and Destination Code 2's

    • Handout - Source and Destination 2 Codes

    • Practice - Source and Destination 2 Codes

    • Quiz - Source and Destination 2 Codes
  • 22

    Manual Receipt Numbers

    • Manual Receipt Numbers

    • Handout - Manual Receipt Numbers

    • Practice - Manual Receipt Numbers
  • 23

    Manual EFT Result File

    • Handout - Manual EFT Result File

    • Practice - Load EFT Result
  • 24

    Lock/Unlock Periods

    • Lock / Unlock Periods

    • Handout - Lock/Unlock Periods

    • Practice - Lock Periods
  • 25

    Credit Notes

    • Credit Notes

    • Handout - Issue Credit Notes

    • Handout - Use a Credit Note

    • Practice - Credit Notes
  • 26

    Load Source Codes

    • Load Source Codes in Bulk

    • Handout - Load Source Codes

    • Practice - Load Source Codes
  • 27

    Invoicing

    • Invoicing

    • Handout - Invoicing

    • Practice - Invoicing
  • 28

    BPay

    • BPay

    • Handout - BPay

    • Practice - BPay
  • 29

    Pledge Reactivation

    • Handout - Pledge Reactivation

Use your Call To Action description to encourage students to sign up for your course

Sign up now!

You may also be interested in...