Recorded Training

Watch a training video

These training videos are recorded during a real training session.

Each video 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.

Basic Training - Introduction to infoodle

Recorded: 17th August 2017

This covers the basics for:

  • Search for people, add and edit people
  • Add people into groups
  • Adding notes
  • Adding and searching groups
  • Setting up roles
  • Add, edit and re-organise custom fields
  • Using advanced search
  • Reports
  • Sending emails


Rosters

Recorded: 17th Feb 2018

This covers the setup and usage of the rostering system (version 2 - introduced in Nov 2017)


Finance - Getting Ready for Receipting

Recorded: 20th March 2019

The covers the processes related to finance:

  • Making sure our settings are all correct
  • Creating Email Templates for easy receipting
  • Creating Finance Templates for your Receipts
  • Personalising your Receipts
  • Sending the Receipts
  • Making Amendments to Receipts
  • And much more!


Finance - Full Training

Recorded: 14th September 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
  • Reconciling transactions
  • Managing Giving numbers
  • Checking the data
  • Setting up receipt templates
  • Testing, Printing and emailing receipts
  • Managing completed receipts
  • Fixing errors in the data


Gift Aid

Recorded: 19th February 2018

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