Tutorials
Narrated video walkthroughs to get your portal running.
1Getting around your portal
A tour of the dashboard, sidebar, organization profile and where every tool lives.
2Run payroll
Add staff, run a pay period, review taxes and withholdings, approve, and download pay stubs.
3Create impact reports
Pick one of three branded templates, add photos and your story, then download, print or email.
4Import data & build reports
Upload QuickBooks exports, spreadsheets or PDFs and turn them into financial reports in one click.
5Set up your organization portal
Sign up, add your organization name, then paste your website address to pull in your logo and colors.
6Record a donation or pledge
Go to Invoices, click New, choose the donor, add amounts and save. Mark it paid once funds arrive.
7Log an expense
Open Expenses, click New, pick a vendor and a Form 990 category (Program, Management & General, or Fundraising).
8Read your Statement of Activity
Open Reports, choose a date range, and review revenue, expenses by category, and change in net assets.
9Grants & Funding walkthrough
One walkthrough of Grants & Funding: Grant Finder, Funding Profile, the 5-step journey, eligibility, proposals, budgets and packets, tracking, post-award, funder preparation, readiness and grant documents.
10Contractor portal & 1099 walkthrough
Profile, W-9, agreements, documents, payment method, assignments, materials requests, payment requests and 1099-NEC tax documents.
11Volunteer Coordinator Hub walkthrough
Roster, profiles, youth screening and approval, applications, CSV import, contact tracking, check-in, hours, badges, flyers, messages and events.
12Coaches Hub walkthrough
Claim assignments, request or take a sub, team chat, lesson plans, participants and calendars.
13Coach portal walkthrough
Your welcome page, onboarding, lessons, claiming and viewing assignments, logging hours, calendars, pay, messages, time off and documents.
14Program Manager Hub walkthrough
Participants, workshop coverage and program calendars.
15HR Command Center walkthrough
Every HR section from team directory and onboarding to reports and settings.
16CEO & COO dashboard walkthrough
Leader welcome, alerts, executive briefing, the assistant, deadlines and key metrics.
17Dashboard overview
Your dashboard shows money in and out, donors, programs and quick links. Deadline countdowns for Form 941, state unemployment, Form 990, W-2s and SAM.gov appear in the header and as dashboard cards — click one to open its worksheet.
18Executive Assistant briefing (leadership)
CEOs, COOs and directors see the Executive Assistant on the dashboard. It builds one briefing per day from deadlines, overdue pledges, upcoming grant deadlines, new awards, staff messages and time-off requests. Choose Marcus, Elena or Priya, set how you're addressed, tap Listen to briefing, or press Refresh for a new one.
19Ask the Executive Assistant questions
Type a question or tap a quick prompt (e.g. 'What needs my attention?'). Answers use only your organization's records and never change anything. Chats aren't saved, and each question uses AI credits.
20Mobile dashboard
On a phone, tap the menu button at the top left to open the sidebar, then tap any page. Tap outside the menu to close it.
21Reconcile your bank statement
Open Reconciliation, upload your bank statement (CSV or Excel), and review the automatic matches to your expenses and paid donations. Mark items cleared and download the report.
22Send donor receipts
Open Donors and click the receipt icon beside a donor to download a tax receipt or a year-end giving summary.
23Manage staff accounts
Open Staff accounts to see everyone on your team. Activate, deactivate or delete accounts. Share the Employee setup link from your dashboard so new staff can sign up.