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These training videos are recorded during a real training session.
Each videos below is on a specific topic. We conduct frequent training sessions online that you are free to join in on if you prefer. Click here to see when the next one is.
This covers the basics :
Search for people, add and edit people
Add people into groups
Adding and searching groups
Setting up roles
Add, edit and re-organise custom fields
Using advanced search
This covers the setup and usage of the rostering system (version 2 - introduced in Nov 2017).
The covers the processes related to finance:
Connecting and setting up the xero link
Importing files from other sources e.g. bank, csv, paypal
Managing Giving numbers
Checking the data
Setting up receipt templates
Testing, Printing and emailing receipts
Managing completed receipts
Fixing errors in the data
This provides and introduction to the Gift Aid functionality in infoodle,
- How to capture and record Gift Aid
- How to review the claim
- How to file a claim with HMRC