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Training

Electronic Financial Return (EFR) Software

How to obtain and install EFR

video How to obtain and install EFR

The objective of this module is to show you how to get started with EFR and create a profile.

  • 3:16 min.   
  • Added: May 26, 2016   
  • Transcript available


How to get started with EFR

video How to Get Started with EFR

The objective of this module is to show you how to begin using EFR and create a profile.

  • 2:35 min.   
  • Added: June 6, 2016   
  • Transcript available


How to Import Contributions

video How to Import Contributions

The objective of this module is to show you how to import contributions into EFR from a spreadsheet.

  • 3:56 min.   
  • Added: June 29, 2016   
  • Transcript available


How to Record Contributions and Returned Contributions

video How to Record Contributions and Returned Contributions

The objective of this module is to show you how to add or return a contribution.

  • 4:57 min.   
  • Added: August 17, 2016   
  • Transcript available


How to Record Revenues from Ticketed Fundraisers

How to record revenues from ticketed fundraisers

The objective of this module is to show you how to add or return a contribution.

  • 4:23 min.   
  • Added: September 20, 2016   
  • Transcript available