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Corps Management
bank
Articles tagged:
bank
How to Reconcile Tithe.ly to the Bank
Updated on: Oct 15, 2020
Additional Articles
Corps Management
Tithe.ly
How to Reconcile Tithe.ly to the Bank
Tithe.ly
recconcile
bank
CMD
How to Process a Tithe.ly Refund
Updated on: Nov 20, 2020
Additional Articles
Corps Management
Tithe.ly
How to Process a Tithe.ly Refund
bank
CMD
recconcile
Tithe.ly
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Topics
Latest Release Notes
1
Pending Release Updates
General
3
How to Open the Application (Desktop/Web)
How to Open the Application on Your Mobile Device (using Citrix Application icon)
How to Open the Application On Your Mobile Device (as a Home Page icon)
Security
2
Adding Users to Corps Management (users)
Adding/Updating Users to Corps Management (IT)
Corps Roll
6
Step # 1 - Accessing Corps Member Profiles
Step # 2 - Review Current Corps Roll
Step # 3 - Add a New Person into Corps Roll
Step # 4 - Edit (Update) Personal Information on a Profile
Step # 5 - Add a Photo to a Profile
Step #6 - View Corps Member Photos
Meetings and Stewardship
9
Step # 1 - Accessing the Meeting List
Step # 2 - Review the Corps Meetings
Step # 3 - Create (Add) a NEW Meeting
Step # 4 - Edit an Existing Meeting
Step # 5 - Adding Attendees to Meetings
Step #6: Adding Income to a Meeting
Step #7A: Enter income ONE person at a time
Step #7B - Enter income in bulk (grid/excel)
Step # 8 - Review Corps Calendar (as a calendar view)
Stewardship Givers
4
Step # 1 - Accessing Stewardship Giver List
Step # 2 - Review Current Giver List
Step # 3 - Add a NEW Giver Record
Step # 4 - Edit a Giver Record
Advisory Organizations
1
Step #1: Access Advisory Organizations
Corps Directory
2
Step #1 - Accessing Manage Corps Directory
Step # 2 - Review Manage Corps Directory
Follow-ups and Reminders
4
Step # 1 - Accessing Follow-ups and Reminders
Step # 2 - Review Follow-ups and Reminders
Step # 3 - Add NEW Follow-ups and Reminders
Step # 4 - Edit (Update), Delete or Complete Existing Follow-ups and Reminders
Group Membership
5
Step # 1 - Accessing Group Membership
Step # 2 - Review Current Membership Groups
Step # 3 - Retrieving Additional Information
Step # 4 - Add a NEW Group
Step # 5 - Edit and Add Members to an Existing Group / Edit and Add a Member to the Group / Delete or Inactivate a Person from a Member Group
Home League Membership
3
Step #1 - Accessing Home League Membership
Step #2 - Review Current Home League Membership
Step # 3 - Retrieving Additional Information
Troops and Corps Cadets
12
Accessing Troops
Reviewing Troops
How to Register, Edit and Delete a Troop
How to Add and Edit Members to a Troop (that exist in system)
How to Add Members to a Troop
How to Request an Emblem (for an individual or multiple people)
How to Request Awards
How to View Troop Membership
How to View Emblems
How to View Awards
How to View Corps Cadet Membership
How to View Cadet Scores or Add (an individual) to the Corps Cadet Membership
Troops (DHQ Only)
5
How to Approve and Submit a Troop to THQ (DHQ Only)
How to Approve a Troop at THQ (THQ Only) (not done)
How to Approve Emblems (DHQ Only)
How to Approve Awards (DHQ Only)
How to Approve Awards (THQ Only)
Corps Cadets
3
Step #1 - Accessing Corps Cadets Membership & Course Scores
Step #2 - Review and Edit Corps Cadets Membership
Step #3 - Review and Edit Corps Cadets Course Scores
Local Officers / Commissions
5
Step # 1 - Accessing Commission List
Step # 2 - Review the Commission List
Step # 3 - Add a NEW Commission
Step # 4 - Edit, Delete or Inactivate an Existing Commission
How do I know who can be Commissioned?
Mailing and Email Lists
2
Step # 1 - Accessing Mailing and Email lists
Step # 2 - Generate a List
Training Resources
1
Accessing the Training Resources
View Reports
43
Accessing View Reports
Advisory Organization Counts
Address Mismatches - Excel Export
Commissions List
Commissions List - Excel Export
Contact Info - Avery Labels 5160
Contact Info - Excel Export
Corps Birthday Listing
Corps Cadet List
Corps Group Attendance Sheet
Corps Group List
Corps Group List - No Shows
Corps Member List By Enrollment
Corps Review Worksheet - Adherent
Corps Review Worksheet - Cradle Roll
Corps Review Worksheet - Jr. Soldier
Corps Review Worksheet - Recruit
Corps Review Worksheet - Sr. Soldier
Demographics - Age and Gender
Demographics - Race and Ethnicity
Divisional Troop Registration Summary
Household Addresses - Excel Export
Income Summary Report
Log-ins Counts by Date Range
Meeting Attendees by NSS Meeting Type
NSS Report
NSS Seeker Report
Soldier Rating Summary Report
Stewardship Giver History
Stewardship Giver Letter
Stewardship Givers - Avery Labels 5160
Stewardship Givers - Excel Export
Sunday Morning Meetings Counts
Troop Achievement List By Corps
Troop Attendance Sheet
Troop Membership Billing Summary
Troop Emblem List - Current Enrollments
Troop List
Unduplicated People in Progress
Donor Advice - Detailed
Donor Advice - Summary
Divisional Tithing by Fund
Divisional Tithing by Corps and Fund
Visitation
4
Step # 1 - Accessing Visitation Records
Step # 2 - Review Pastoral Visitations
Step # 3 - Add a NEW Pastoral Visit
Step # 4 - Edit (Update) or Delete an Existing Pastoral Visit Record
Admin Tools
2
Step # 1 - Accessing Admin Tools
Step # 2 - Viewing, Editing (Updating) and Adding Admin Data
My User Profile
2
Step # 1 - Accessing Your User Profile
Step # 2 - Edit YOUR Existing User Profile
DHQ Corps Review (DHQ Only)
3
Step #1 - Accessing the DHQ Corps Review
Step #2 - Reviewing the DHQ Corps Review
Step #3 - Approve or Delete a Request in the DHQ Corps Review Area (partially completed)
Administer Software Users (THQ System Admins Only)
1
Step #1 - Accessing Administer Software Users
Tithe.ly
5
How to Reconcile Tithe.ly to the Bank
How to See Tithe.ly Gifts in CMD
How to Associate 1st Time Tithe.ly Gifts to a Corps Member Record
Tithely Gifts without Deposit Dates
How to Process a Tithe.ly Refund
Generate Manual PDF
Other Resources
Microsoft Office Training Resources
Frequently Asked Questions
Microsoft Outlook
Skype for Business
Additional Articles
Amazon Business
Intune
Lotus Notes
Corps Management
IPT Phones
Windows
Adobe
Cisco VPN Client
Serenic
Egnyte
Social Services
Recent Updates
User Guide for Bulletins
Change default address book in Outlook 365
How to Process a Tithe.ly Refund
How to Reconcile Tithe.ly to the Bank
Adding/Updating Users to Corps Management (IT)
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Tags
1st time
1
bank
2
CMD
4
Gifts
1
missing gift
1
recconcile
2
Tithe.ly
4