Snapps | Quick Edits
Use this video as a quick reference to edits site in Snapps/Snappages.
November 29, 2022
Courses
Topics
Individual Lessons
Swell | Quick Edits
Use this video as a reference for editing fundraising landing pages with Swell.
November 29, 2022
November 29, 2022
Squarespace | Quick Edits
Use this post as a quick guide to Squarespace edits. This will be updated as needed.
November 29, 2022
Bill.com Training
The following information is intended for Accordus’ Bill.com Admins to follow to setup and manage our firm’s Bill.com account for Accordus and clients. Once all of these steps are completed, please schedule an onboarding meeting with Bill.com to have one of their implementation specialists confirm everything is in place. Our personal contact as Bill.com is Zion Lee [email protected], 415-816-0953 (as of fall 2022).
November 28, 2022
How-To: Vimeo
When our clients need a video embedded on their site and they don’t use their own YouTube account, we always want to upload it to
November 17, 2022
Team Leads: Setting Up Social Media Tasks
Please view this video for a how-to from Becklin on setting up social media tasks in Teamwork.
November 14, 2022
Time Off during the Holidays
Please refer to this document regarding time off during the holidays, specifically for client calls.
November 14, 2022
Adding DNS Records
Please watch this video for instructions on adding DNS records for a client’s domain authorization. Our point person for adding DNS records is Amanda Rapp.
November 7, 2022
How to Prepare for 1099 Filing – Checklist & Timeline
1099 Prep Process First, review these helpful resources: What is an IRS 1099 form? – Intuit Who should receive a 1099 form? – Accordus Instructions for Forms
November 4, 2022