Tips Tag Archive

This tip is by Peg Stuber

You might have wondered “In Andar, how should I enter a pledge and/or payment that comes in through a Third-Party Processor, when processing fees are being deducted by that Processor?”

This situation can be handled in a variety of ways – depending on the identity of the third-party processor, and the information that you receive from them. The following is a general recommendation:

1. Since you were not the original processor, it is typically not up to you to send the donor a billing statement or a tax receipt. The third-party processor would be responsible for those tasks.

2.    When you enter the transactions into Andar, use one of the transaction types that were created specifically for this purpose.    

a. Instead of ‘Corporate’, use ‘Corporate (No Bill/Receipt)

b. Instead of ‘Employee Payroll’ or ‘Employee Fully Paid’ or ‘Employee To Be Billed’, use ‘Employee (No Bill/Receipt)

c. Instead of ‘Individual Fully Paid’ or ‘Individual To Be Billed’, use ‘Individual (No Bill/Receipt)

d. Or, if you did not raise these monies, you might use the non-campaign transaction types: ‘Corporate (No Bill/Receipt) (Non-Campaign)’, ‘Employee (No      Bill/Receipt) (Non-Campaign)’, and ‘Individual (No Bill/Receipt) (Non-Campaign)’.

3.    Using 2 separate envelopes, enter 2 separate transactions for each pledge / payment.   

a. The first transaction can go into a Miscellaneous envelope, or a Workplace envelope, or an A/R Payments envelope. 

b. Double-check to determine if you have previously entered the donor’s Pledge amount in another envelope/pledge.   

c. On the first transaction, enter the donor’s total Pledge amount (if it has not been recorded previously). And, assuming you have received at least a partial payment, enter the Payment amount that you actually received.   

d. The second transaction would go into an Adjustments envelope.   

e.    On the second transaction, the Pledge and Payment amounts would be $0. The Adjustment amount would be the amount of the fee, and it would be entered as a positive number. And, the Adjustment Reason would be ‘1020 – Processing Fee Deducted By Others’.

4.    You may send the donor a Thank You – as long as there is nothing that indicates the donor did not want to hear from you.

This tip is by Kim Osmena

Email is one of the most used forms of communication in an organization. Users can easily send and receive communication via email. However, an email attachment that contains malware is spread just as easily.

Common file types such as .txt, .pdf, .doc/docx, .xls/xlsx, .ppt/pptx, .jpg, .zip could easily be infected by malware. These file types are commonly used in an organization, making them ideal for hiding macros/worms/malware etc. One click of the file could easily infect every computer on your network. Always be cautious when opening an attachment through email.

How to protect yourself

There are many ways to protect yourself from malicious email attachments, but the 3 main rules which would make you safer in your daily email communications are:

1. Antivirus Programs

Antivirus programs recognize some viruses and malware and will help you detect suspicious attachments. However, many malware can bypass antivirus programs, especially when the viruses or trojans are new and unknown to those programs. It is important to keep your antivirus program updated regularly.

2. Verify the Sender

Always check the “From” when you receive an email with an attachment to verify the sender. It would also be better to call the sender to verify the email with an attachment. Some hackers are capable of mimicking email addresses that would make the email item look legit.

3. Knowledge

It is helpful to understand how to deal with these types of files and their extensions. When receiving an email with an attachment, be aware that it could contain malware, and you will need to confirm if it is safe to open the attachment.

Overall, be cautious when dealing with email attachments. A single mistake could cause serious damage to your network.

The tip of the week is by Trish Bordeaux.

Do you have a lot of Combined Campaigns? Are some of them no longer used?  Did you know that you can clean up your list of Campaigns?

Here's some ways to keep your Combined Campaigns list tidy:

1. Right-click on the drop-down list and select Active Campaigns Only. 
2. Change the Status on those old ones to Inactive and hide them in the drop-down list.

3. Select the option at the bottom of the list to Show Active Only.

In this time of year - in this type of year, we've all been impacted by some major changes in our lives. If you are seeking to help those affected with significant difficulty, e-Pledge can help you - help them.

Special appeals are used for raising funds for a specific initiative, agency, or campaign. Some examples of special appeals can include food drives, housing assistance, disaster relief, local issues, ‘in lieu of gifts’ campaigns like weddings or funerals and your COVID relief funds. Individual campaign special appeals can be directed to specific envelopes, undesignated or designated to a specific agency and can be set up with their own custom appearance and confirmation e-Mails (2020.02).

Read this guide to learn more.

Take Me There

If a donor requests a new password from the Login Page, or if you send a Reset Password Link through an email, donors may have trouble with resetting their password. Frequently this is because the donor is receiving a reset password link that is already expired.

Why would the donor receive an expired link, and can I fix this?

Some companies use email security devices to check the links, which resembles a user clicking the link, creating an expired link.

You can fix this by updating the options on the Login Web Note. There is an option the allows web users to click on the link as many times as they want without it expiring. The link will instead expire in 24 hours, regardless of how many clicks.

Committees can be used to record and manage your volunteer panel rosters, including your Board committees. Committee information is typically internal to your organization and site defined, allowing you to match your organization's structure.

The default view on the Committees tab is to show Active Committee Entries. You can use the Selection filter in the middle of the window to view All Committee Entries or only Inactive Committee Entries. The bottom of the window shows a Committee History for the selected Committee. You can see any changes made to the Committee Entry for this account, for example, if the member changed positions on the committee or was on the committee during different time periods.

Committee Entry

The Committee Entry allows you to record a volunteer's membership on a particular committee, including the position held, constituency representation, start and end dates, etc. Some organizations have built the fiscal year into the coding schema for their committees. For reporting purposes, if your committees are not captured via year-specific codes, it is imperative to record start and end committee membership dates.

• Category: Committee Categories define the purpose or title of the Committee. They are site defined and can be amended via the Committee Categories Table (FRCCTTAB).
• Type: Committee Types are tied to Committee Categories. They further define the purpose or title of the Committee. They are site defined and can be amended in the Committee Types Table (FRCSTTAB).
• NameInd: Name Indicator states if the Committee member(s) is the Primary, Additional or Both Names on the account.
• Status: Committee Entries are Active if the person currently sits on the Committee or Inactive if the person is no longer on the Committee.
• Position: Track the role of the committee member, for example, member, chair, treasurer, etc. Positions are site defined and can be amended in the Committee Position Codes Table (FRPOSTAB).
• Start: Enter the date the person joined the Committee.
• End: Enter the date the person left the Committee or when their term expires. Leave blank if there is no end date.
• Referral By: You can track the person who referred or nominated this member to the Committee. Use the ellipsis to search for his/her account in ENTERPRISE. Optional.
• Date: Enter the referral date. Optional.
• Status: Track the individual's membership status on the Committee, for example, nominated, pending, accepted. Referral Status is site defined and can be amended in the Committee Referral Status Codes Table (FRREFTAB). Optional.
• Note, Note Date, Staff: You can enter a note about this person's Committee membership. The Note Date will default to the date the note was entered. Staff will default to the staff person entering the note. Both can be edited. Optional.
• County: You can enter a County that the individual represents on this Committee. Counties are site defined and can be amended in the County Codes Table (FRCOTTAB). Optional.
• Constituency: You can enter a Constituency that the individual represents on this Committee. Constituency is site defined and can be amended in the Constituent Representation Codes Table (FRCRPTAB). Optional.

Query Accounts

You can use the light bulb query to gather a complete list of active Committee members for the selected Committee. Select the Committee, and then click the light bulb icon on the quick links toolbar or go to Query → All Accounts for…

A new window will appear with the Name, Account ID, Position, Start and End Dates of the current Committee members.

You can use the Excel icon ( ) on the quick links toolbar or go to File →  Excel to export this list to Excel. The Query Export Options window will appear. Choose the Address to include in the export file, and then click OK. The file will automatically open in Excel and in addition to Committee information will also include the account's Address, salutations, email and phone number.

In ENTERPRISE Reports, the Committee Report (crrp_frdcsrep) is also useful for gathering information about members of a particular Committee. For United Way sites only, the Committees By Company Report (crrp_uwdcsrep) can be used to track employees at a company who volunteer for your organization.

Since Yahoo announced that they would be shutting down Yahoo Groups as of December 15, 2020, we are exploring new alternatives to continue this community. We know how valuable this community is, and we love to see the fantastic connection building and knowledge sharing.

We appreciate any feedback that you have about features you'd like to keep or add to the new community and want to make sure it meets your needs. 

Stay tuned for an update and plan regarding moving this community to a new platform.