Welcome to the ever growing RakefetOnline QuickStart.
Today we are focusing on the below topics:
2. How do I add Income and Expense Accounts to the Chart of Accounts
3. How to Add a Donations and Payments to a Family's profile
4. Other ways to Add Donations and Payments
- Add Transaction in the Transactions page
- Make Payments (Credit Card / ACH)
- Allocate Member Payments
- Open Payment Forms
- Forms (Member Renewal Form, New Member Form, and Form Builder for Events and Donations)
5. How to Add an Expense or Income to the General Ledger (Transaction History)
6. How to Setup an Open Payment Form
7. How to Add a Vendor and Pay a Vendor in Payables
8. How to Add or update a Chart of Account
11. How to do a Refund and Reversal
12. Yahrzeit Manager
13. Yahrzeit Manager - Send / Print Yahrzeit Notices
14. Yahrzeit Reports
16. How to Invite Members into RakefetOnline
17. How to Charge Families in Mass
19. Payment Form
Other information that may be useful: