Diocese of Saint Petersburg

Back to: Diocese of Saint Petersburg Landing Page | Document to Help Prepare For Migration

Links to the three courses you did to prepare for the coaching Session:

• Processing Donations (30 min)
• Pledge Donations (20 min
• Financial Reports, Page Views, and the Giving Unit Summary  (20 min)

Some Great Recorded Content

• Introducing the New Batch Manager Tool
• Smarter Batch Entry: Pledges, Donations, and a Smoother Workflow
• Donation Processing
• Contribution Statements
• Financial Reports

Helpful Help Center Articles:

• Contributions
• Pledge Campaigns
• Annual Appeals
• Batch Manager Tool
• Stewardship / Contributions Reports
• Assign Donor Tool
• Assign Envelope Tool
• Copy/Reverse Donation Tool
• Create Deposit Tool
• Create Pledge Tool
• Deposit Export Tool
• Donations and Pledges Import Tool