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Giving & Financial Tracking

With Flocknote Complete, financial record-keeping is simple!

  • How do I record gifts/donations?
  • How do I use the Giving page?
  • Working with Funds
  • Campaigns and Pledge Tracking
  • How do I import historical giving data? Can I transfer mid-year?
  • How do I add envelope numbers to member profiles?
  • How do I send receipts to members for their donations / gifts?
  • How do I generate custom donor summaries or EOY tax receipts?
  • Fixing Missing Info for EOY Tax Summaries

Categories

  • Intro to People Management
  • Member Resources
  • Giving & Financial Tracking
  • Reports
  • Word on Fire - ENGAGE
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