Sales order automation software for non-profit organizations

How to create outlook signature

you might wear a lot of hats for your nonprofit but you only need one log in with that blows you might need to record your transactions or track your donors or few reports maybe even file your 990 appleís makes that easy for you so let's start here on the fund accounting tab you can customize your chart of accounts that starting balance set a budget you can record transactions you can even run your payroll and file your taxes now let's look at donations you can start on the purposes tab create a purpose for any way that you receive a donation here record donations pledges create online forms and even create an event registration form to sell tickets for your next event you also have marketing features available so you can send email campaigns generate letters build lists so that you can send targeted communication even build your website and then keep an eye on what's coming up from the feed this groups and teams tab allows you to share access with your group leaders you might have a volunteer team and they need a portal to communicate create a group for your volunteer team assign the leader and that leader can add members keep their roster up to date and any member of that group can log in to their own portal see a list of others in the group send emails see upcoming meetings all within their group portal this people tab is going to be a contact database of all of your contacts whether vendors or donors here in one place you'll see a list of anyone who's been engaged with your nonprofit before now let's move on to the reports page I love this page because I get to see everything that I've done in one place I can see my financials by looking at a balance sheet or income statement I can even see donation history of my donors and I can touch base with people who have given to my nonprofit before but maybe not recently now as an admin user you're also going to have access to create users to manage your subscription all that good stuff so you can add user here so that other people can join in the fun you might have somebody who is involved more on the donation side you can set them up as a donation manager you might have somebody who is going to build your website you can set them up as a website administrator you'll be able to create users with different roles so that they can log in from anywhere they are and be able to help accomplish your mission together so as you've seen appleís gives you all the tools you need to manage your nonprofit with one software you can log in and track your finances manage donations communicate with donors run reports build a website all kinds of good stuff if you have any questions about using app Lowe's please feel free to click this button here and send a message to our team we're here and happy to help [Music] you