How To: Tax Receipts
Thursday, January 26, 2023
1:00 - 3:00 pm ET
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.
How To: Plans
Tuesday, February 7, 2023
1:00 - 3:00 pm ET
This class will explore how you can use plans to track internal processes and activity. The e-Class will include an overview of creating workflow plans and advanced functions such as triggering surveys and prompting for values.
Thank You Letters - Best Practices
Tuesday, February 21, 2023
1:00 - 3:00 pm ET
Learn how to make donor Thank You Letters that include a list of gifts and designations and express thanks to them. See how Thank You Letters are also used as confirmation letters, asking the donors to confirm their designations listed on the letters.
How To: Agency Portal
Tuesday, March 7, 2023
1:00 - 3:00 pm ET
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.
Data Mining for Beginners
Tuesday, March 21, 2023
1:00 - 3:00 pm ET
This e-Class will cover how to query Andar/360 for simple custom reporting and setting up Account Warehouses.
e-Volunteer for Beginners
Thursday, May 18, 2023
1:00 - 3:30 pm ET
This class will cover the basic set up and functionality of e-Volunteer, for both the Volunteer and the Volunteer Administrator (Agency Representative).
e-Volunteer for Advanced Users
Thursday, June 1, 2023
1:00 - 3:30 pm ET
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.
Campaign Rollover
Wednesday, June 7, 2023
1:00 - 3:00 pm ET
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.
e-Pledge Refresh for Beginners
Wednesday, June 21, 2023
1:00 - 3:30 pm ET
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.
Data Mining for Advanced Users
Tuesday, July 18, 2023
1:00 - 3:00 pm ET
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.
e-Pledge Refresh for Advanced Users
Thursday, July 27, 2023
1:00 - 3:30 pm ET
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.
Finance Basics
Thursday, August 10, 2023
1:00 - 3:00 pm ET
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.
Out of Area (OOA) Processing
Thursday, September 7, 2023
1:00 - 3:00 pm ET
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.
