e-Classes to Advance Your Andar/360 Skills

Prepare your team on the ins and outs of tax receipts during this informative and interactive e-Class on tax receipts. This e-Class will cover the must-know features of issuing tax receipts from Andar/360. With the tax receipt feature, you can easily correspond with accounts that have made payments. You will learn how to issue regular, void, and duplicate receipts, plus much more.

This 2-hour class will cover step-by-step instructions on setting up an Agency Portal for your organization. The e-Class will cover menu options, web roles, reports settings, email usages, and the use of the Save and Send function for DC Payouts.

This e-Class will cover how to query Andar/360 for simple custom reporting and setting up Account Warehouses.

This class will cover the basic set up and functionality of e-Volunteer, for both the Volunteer and the Volunteer Administrator (Agency Representative).

This class will cover more advanced e-Volunteer features, such as private opportunities, customized email templates, opportunities for events including days of caring, and more.

Learn the overall Campaign Rollover process which includes the running of 2 jobs from Andar's Main Menu (Campaign Account Rollover, and Non-Campaign Rollover), as well as several additional tasks.

This e-Class will cover basic e-Pledge topics like maintaining e-Pledge websites (Web Options, Web Notes), Pecking Orders, basic Email Template Usages, as well as some basic best practices to keep in mind while running e-Pledge campaigns.

This class will take data mining to the next level by using advanced functions such as transpose (to put combined givers on the same line of a report), reports (to change column headers or create pdfs), and incorporating SQL statements. Experience in standard data mining is required for this e-Class.

This class will cover more advanced e-Pledge topics like maintaining SPRP pages, URL Variables, Logged In Individual giving, using Style Accounts, working with Stylesheets, and some often confused topics throughout e-Pledge, as well as some best practices to keep in mind while running e-Pledge campaigns.

This class will cover the basics of entering envelopes, pledges, designations, and payments. Learn such things as entering payroll pledges and fully-paid pledges, entering and updating designations, and entering payments for pledges that are already in the system, and closing the envelope once the transactions have been entered.

This class will cover how to set up multi-location employee campaigns where some of the locations are local and some are out of your service area. Learn how you can use Out of Area Processing for national campaigns and regional/state campaigns. See how the Out of Area Processing feature can be combined with Andar's e-Pledge for faster, more efficient processing and reporting. 

This class will cover the basics of Data Imports - from saving the initial spreadsheet as a .csv file, generating appropriate column headings, importing, validating, and processing the connector file. Walk through an example of importing Payroll Pledges when a company gives you a spreadsheet of their local payroll donors. Gain insight so you can apply this process to importing other types of data.