What are you trying to do?
Guides for the people running fundraising day to day. Each one names the minimum role that can carry it out.
Popular:Record an offline donationClose the monthConnect MyInvois
Start here
Section titled “Start here”How campaigns, donations, donors and receipts fit together.
Work through Setup HealthWhat each checklist item means and how to clear it.
Before your first real donationThe checks worth making before you take public money.
Record an offline donationCash, cheque and bank-in, alongside online giving.
How receipts are issuedWhen a receipt is created, and what is on it.
Roles and permissionsWhat each role can do, and which one to give a colleague.
Browse by topic
Section titled “Browse by topic”Your first weeks, from first login to going live.
CampaignsCreating, publishing and reporting on appeals.
DonationsRecording, finding, voiding and importing gifts.
DonorsRecords, duplicates, tax profiles and audiences.
ReceiptsIssuing, numbering and templates.
E-invoicingLHDN MyInvois submission, tracking and failures.
FinanceExports, gateway keys, reconciliation and month close.
InsightsDashboard, recurring health, copilot and board reports.
WebsiteYour public site, domain and enquiries.
EmailSender domain, automatic emails and campaigns.
FormsAsking donors for details a donation alone does not capture.
TabletsDharma events and printed tablets.
TeamColleagues, roles, approvals and the record timeline.
IntegrationsFormCARE and webhooks.
AccountProfile, branding and media.

