Publishing via ISSUU: Settings
This is how to publish a client document via ISSUU.
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May 2, 2022
Monthly Delighted Surveys
This contains information based on feedback from our monthly Delighted Surveys.
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Facebook Business Manager Access
This is the process for adding clients to Accordus’s Business Manager on Facebook.
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QBO/CRM Reconciliation
Accordus Process: Reconciling QBO & a CRMshare.vidyard.com Complimentary notes: Pulling from QBO Use donation income account – not just Sales Receipts Pulling from CRM Exclude pledges, non-donations, refunds, and soft credits Save file path Client Name > Database > YYYY Year-end Statements Naming files Client Name YYYY Reconciliation YYYYMMDD System Formatting QBO file Delete merged
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Project Plans: How-to
Project Plan: A report we sent to clients each month that is an export of tasks from TW. It shows work completed last month and planned for the upcoming month.
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Year-End Statements: All Departments
This is the process for year-end statements for all clients. This training is for all departments and is detailed.
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Little Green Light (LGL) Overview for Clients
Little Green Light is a platform for Customer Relationship Management (CRM).
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Accordus Shorthand and Abbreviations
Here are some of the most common abbreviations and phrases we use within our company.
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Print Receipting Process
This is the process for our clients’ print receipting.
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Zoom: How to set up Client Meetings
This post explains how to set up Zoom meetings with clients.
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