Run cumulative giving letters, such as end-of-year donation summaries (i.e. tax deductible letters)
Cumulative giving letters produce one letter per donor with details and total of all that donor's gifts meeting specified criteria within a certain time period. Procedure Development tab > Gift ...
Add barcodes on templates
Before beginning Decide which merge field will generate the barcode. Most of the time, you'll be using patron ID or inventory item ID. The records in that merge field need at least 3 digits/charact ...
Query members on a certain date
To see a list of patrons with active memberships on a specified day: Versai > Queries & Mailings tab > Custom Queries menu button Click on the Code column header to sort by that column ...
Versai Bulletin – Class TODAY! Upcoming classes & support system update (sent 8/10/2022)
Topics: Reminder - Free Class Today (Wed 8/10): Template Design Next Free Class: Development & Membership Setup Upcoming Free Overview Classes Support System Conversion Update View the b ...
Free Class 8: Overview of Development & Membership Setup (8/24/2022)
What This free overview will cover the procedures and best practices of the core elements of gift records including Funds, Campaigns, Promotions, Levels, Solicitors, and Tributes. Due to the brief du ...
Free Class 7: Overview of Template Design (8/10/2022)
What This free overview will cover working in the FastReport tool's design mode to edit mail merge letters and reports. Due to the brief duration, post your questions in the Zoom chat for support sta ...
Query Inventory with duplicate names
Versai will not allow you to create a new inventory Item with the name of an already-existing Item. However, you may have some duplicate names from your new-client data conversion or from before the p ...
Write off (account for) damages/losses and in-house/inter-departmental requisitions of inventory
In the attached guide, you can learn about the setup, documenting procedure, and reporting of that inventory removed from your retail store for reasons other than normal sales to customers (i.e. separ ...
Tax report: how it works and why
In the attached guide, read about the complex issues of reporting tax and the ways Versai assists you in meeting these challenges in our guide. Why Sales Tax on Reports Might Not Match Expectations ...
Tax report: sometimes off by a few pennies
In almost all instances of the report being off by a few cents, it is due to rounding. It is important to understand that tax calculated almost never reflects the actual tax rate charged. How you sel ...
Turn off tax for certain items for a tax-free event
A few tax jurisdictions started having events where certain types of taxable inventory items are not taxed for a select time period. Below is a guide to the four methods you can use to achieve this in ...
Perform physical inventory counts
In the attached guide, you can learn about performing inventory counts. This document describes the options for inventory counts available in Versai, how to handle each type, and everything else you n ...
