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Trail Blazer Knowledge Base

 
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Home : Financial

Knowledge Base

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Articles
Fund Allocation and Summary Report
Category: Financial
Entering a Transfer In from a JFC (Joint Fundraising Committee) - Political Only
Category: Financial
Matching Contributions - Setup Companies Orgs as a Matching Donor, View Unfulfilled Matching Gifts & Record the Matching Gifts as they Come In
Category: Financial
Enter Contributions
Category: Financial
Batch Entry of Donations - (Nonprofit Only)
Category: Financial
How to Refund a Donor for a Credit Card Donation (from Vanco or Authorize.Net) and Record the Refund in Trail Blazer (Nonprofit Manager Version)
Category: Financial
How to Add and Remove Allocation Funds to the Donation Form Drop-Down Inside the Trail Blazer Database
Category: Financial
How to Create an Invoice for a Payee (Primarily for Political Customers)
Category: Financial
How to Create a New Payee for Invoicing and Payments (Primarily for Political Campaigns)
Category: Financial
How to Enter a Payment for an Invoice (Primarily for Political Campaigns)
Category: Financial
How to Print Checks through Trail Blazer for Recorded Payments
Category: Financial
Creating an Online Shopping Cart to Sell Products through your Website (Previously Called 'Marketing Notions')
Category: Financial
Entering Credit Card Memo Details for a Credit Card Invoice that was Paid - Political Only (Required for Federal FEC Reports)
Category: Financial
Tax Deductible Contributions - How to Record the Tax-Deductible Amount and How to Mass Update a List of Contributions with a Tax-Deductible Percentage
Category: Financial
Rolling Donor Retention Rate Calculation Explained
Category: Financial
Tracking Grants in Trail Blazer - Requested, Denied, Approved, and How to Build a Pivot Summary Report Off the Data
Category: Financial
Recording Non-Monetary (In-Kind) Contributions and Creating New Non-Monetary Types
Category: Financial
How to Record a Contribution Refund - Primarily for Political Customers
Category: Financial
How to Un-deposit a Contribution (Primarily for Political Customers)
Category: Financial
Delete a Contribution
Category: Financial
How to Delete Payments, and an Invoice (also covered: how to record a refund, and a deduction)
Category: Financial
How to Enter an Invoice and Payment with the New Payment System, and How to Add a Refund and Deduction
Category: Financial
How to Deposit a Contribution
Category: Financial
Contribution Year-End Report
Category: Financial
How To Enter an Expenditure Refund
Category: Financial
Delete an Invoice/Payment
Category: Financial
Do I have to Create an Invoice Before I Create a Payment?
Category: Financial
MN ST3 Exempt form
Category: Financial
 

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