Interpret the Revenue report
Starting in Versai v5.0.0.x, the new Revenue report (a/k/a Revenue by Payment or General Ledger Account) replaces the old Revenue by General Ledger report, Payment Listing for Admissions report, and P ...
Versai Release Notes Archive
Determine your current version number of Versai Option 1: Versai > Title Bar Option 2: Versai > Help tab > About Versai button Once you determine your current version, find it below. Yo ...
Fiserv (fka Clover/CardConnect) resources, troubleshooting, refunding
We periodically update this information. Bookmark this post to check back for updates in the future. Jump to: Resources & Contact Info Credits/Refunds Troubleshooting Errors Resources &am ...
Worldpay resources, troubleshooting, refunding
Worldpay has stopped carrying Ingenico Lane 3000 pin pads. Going forward, purchase Ingenico Lane 3600 pin pads from Worldpay. For the new model to be compatible, you will need Versai version to v4.3.1 ...
Set Up General Ledger Accounts
Jump to: Admissions/Attendance Gift Shop/Café/Gallery/Retail Membership Development Special Accounts like Liabilities and Receivables Admissions/Attendance General Ledger Account Numbers ...
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 ...
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 ...
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 ...
Versai Bulletin – EOY Checklist, Class this Thursday: Custom Queries (sent 11/12/2025)
Topics: Holiday Hours for Versai Support Prep for the New Year This Thursday - Versai Class 11: Custom Queries Next Month - Versai Class 12: Development & Membership Letters & Reports View ...
Versai Free Class 12: Development & Membership Letters & Reports (12/11/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover the procedures and best practices for Thank You Letters, Pledge Reminders, Contacts Report, Year-End Tax Deducti ...
Versai Bulletin – Class Tomorrow: Development & Membership Record Entry; Class Next Month: Custom Queries (sent 10/15/2025)
Topics: This Thursday - Versai Class 10: Development & Membership Record Entry Next Month - Versai Class 11: Custom Queries View the bulletin email
Versai Free Class 11: Custom Queries (11/13/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover the procedures and best practices for querying lists of patron records in Versai, including building new basic q ...
Versai Bulletin – Tomorrow: Development & Membership Setup class; Dev & Mem Record Entry next month (sent 9/10/2025)
Topics: This Thursday - Versai Class 9: Development & Membership Setup Next Month - Versai Class 10: Development & Membership Record Entry View the bulletin email
Versai Free Class 10: Development & Membership Record Entry (10/16/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover the procedures and best practices for entering memberships and donations of various types, pledges, and contact/ ...
Versai Bulletin – Action Needed for Worldpay Pin Pads (sent 8/18/2025)
This email was sent to only Versai On-Site Admins for organizations who use Worldpay for card processing. Topics: Worldpay to assess extra fees for old pin pads Discontinuing Recurring Membershi ...
Versai Bulletin – This Thursday: Template Design Class (sent 8/13/2025)
Topics: This Thursday: Versai Class 8: Template Design (Letters, Labels, Receipts, Reports) Next Month - Versai Class 9: Development & Membership Setup End of Support for Windows 10 View the ...
Versai Free Class 9: Development & Membership Setup (9/11/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for configuring Versai's core elements for gift records and p ...
Versai Bulletin – Class on 7/10 and 8/14, plus upcoming Versai.com maintenance (sent 7/9/2025)
Topics: Upcoming Versai.com maintenance This Thursday: Versai Class 7: Ecommerce Best Practices Next Month - Versai Class 8: Template Design (Letters, Labels, Receipts, Reports) View the bull ...
Versai Free Class 8: Template Design (8/14/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for the integrated FastReport tool's design mode to edit temp ...
Versai Bulletin – Get ready for automatic mini update v5.0.1.2 coming Monday! Plus other news (sent 7/3/2025)
Topics: Closed for 4th of July Patch to auto-deploy Monday afternoon for v5.0.1.x clients Upcoming Versai.com maintenance View the bulletin email
Versai Bulletin – Plan inventory count; class on 6/12 (tomorrow) and 7/10 (sent 6/11/2025)
Topics: Is it time to count your inventory? Plan now! This Thursday - Versai Class 6: Gift Shop Counts & Reports Next Month - Versai Class 7: Ecommerce Best Practices View the bulletin email
Versai Free Class 7: Ecommerce Best Practices (7/10/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for Versai’s ecommerce features. Who Ecommerce content coord ...
Versai Bulletin – Free Gift Shop class: Setup & Sales this Thursday; Counts & Reports next month (sent 5/14/2025)
Topics: Closed for holiday This Thursday - Versai Class 5: Gift Shop Setup & Sales Next Month - Versai Class 6: Gift Shop Counts & Reports View the bulletin email
Versai Free Class 6: Gift Shop Counts & Reports (6/12/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for Versai’s physical inventory counts, generating shipping d ...
Versai Bulletin – Tomorrow: Finance Reports class; Inventory class next month (sent 4/16/2025)
Topics: This Thursday - Versai Class 4: Finance & Attendance Reports Next Month - Versai Class 5: Gift Shop Setup & Sales View the bulletin email
Versai Free Class 5: Gift Shop Setup and Sales (5/15/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for merchandise items, vendors, categories and subcategories, ...
Versai Bulletin – Free Admissions class this Thursday; Next Month: Finance and Attendance Reports (sent 3/19/2025)
Topics: This Thursday: Versai Class 3: Admissions Sales & Reservations Next Month: Versai Class 4: Finance & Attendance Reports View the bulletin email
Versai Free Class 4: Finance and Attendance Reports (4/17/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover Versai’s suite of reports under the Finance menu, as well as touch on those under the Schedules menu and Attenda ...
Versai Bulletin – Surprise! Brand New Feature Released Right Now! (sent 3/6/2025)
Topics: New feature: Password Reset How to get the new features An ecommerce update, too! View the bulletin email
Ecommerce Release Notes Archive
Versai v5.0.0.x and later requires a corresponding ecommerce update to v285.2 (or higher). To coordinate your ecommerce and Versai updates, refer to the instructions in the Versai Update ZIP. As new V ...
Versai Bulletin – Tomorrow: Admissions Setup class; next month: Admissions Sales & Reservations class (sent 2/19/2025)
Topics: This Thursday: Versai Class 2: Admissions Setup Next Month: Versai Class 3: Admissions Sales & Reservations View the bulletin email
Versai Free Class 3: Admissions Sales & Reservations (3/20/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, and best practices for entering different types of basic reservations, sending confirmatio ...
Versai v5.0.1.x is released – plan your update now!
Jump to: What's new? Retiring previous versions How to get it: clients whose databases are on their own server How to get it: clients whose databases are cloud-hosted by Explorer Systems Kn ...
Implement revised totals on Invoice templates – v5.0.0+
Versai v5.0.0.1 and higher contains changes to calculations on Invoice templates that will make certain data fields no longer work. If you see an error message stating 'Invalid Expression Term' when p ...
Versai Bulletin – Meet Versai 5.0! Plus: Class this Thursday (sent 1/29/2025)
Topics: Join us for the launch of Versai v5.0.0.x! This Thursday: Versai Class 1: Patron Management Next Month: Versai Class 2: Admissions Setup View the bulletin email
Versai v5.0.0.x Release Event – You’re Invited!
What We are excited to unveil the v5.0.0.x series of Versai! This free event will introduce you to some of the new features contained in this monumental update of Versai. Who Finance staff are strong ...
Versai Free Class 2: Admissions Setup (2/20/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for Events, Performances, Admission Categories, Venues, and D ...
Versai Bulletin – The Free Class Series is back! Plus: End of Windows 10 Support (sent 1/14/2025)
Topics: Announcing the Versai Class Series for 2025! Versai Class 1: Patron Management End of Support for Windows 10 View the bulletin email
Versai Free Class 1: Patron Management (1/30/2025)
See all classes in the 2025 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for entering patron records, merging duplicates, handling dec ...
2025 Versai Free Class Series
Each month, Versai Support offers a free overview of an area in Versai. Each online class will cover concepts, basic procedures, settings, and best practices for that Versai area. Duration is 60 mi ...
Versai Bulletin – Development class tomorrow, plus holiday support hours (sent 12/18/2024)
Topics: This Thursday - Versai Class 12: Development & Membership Letters & Reports Holiday Hours for Versai Support End of Year Checklist View the bulletin email
Versai Bulletin – EOY Checklist, Class Tomorrow: Custom Queries (sent 11/20/2024)
Topics: Prep for the New Year Holiday Hours for Versai Support This Thursday - Versai Class 11: Custom Queries Next Month - Versai Class 12: Development & Membership Letters & Reports View t ...
Versai Free Class 12: Development & Membership Letters & Reports (12/19/2024)
See all classes in the 2024 Versai Free Class Series What This free overview will cover the procedures and best practices for Thank You Letters, Pledge Reminders, Contacts Report, Year-End Tax Deducti ...
Versai Bulletin – Class Tomorrow: Development & Membership Record Entry; Class Next Month: Custom Queries (sent 10/22/2024)
Topics: This Thursday - Versai Class 10: Development & Membership Record Entry Next Month - Versai Class 11: Custom Queries View the bulletin email
Versai Free Class 11: Custom Queries (11/21/2024)
See all classes in the 2024 Versai Free Class Series What This free overview will cover the procedures and best practices for querying lists of patron records in Versai, including building new basic q ...
Versai Bulletin – Tomorrow: Development & Membership Setup class; next month: Dev & Mem Record Entry class (sent 9/18/2024)
Topics: This Thursday - Versai Class 9: Development & Membership Setup Next Month - Versai Class 10: Development & Membership Record Entry View the bulletin email
Versai Free Class 10: Development & Membership Record Entry (10/24/2024)
See all classes in the 2024 Versai Free Class Series What This free overview will cover the procedures and best practices for entering memberships and donations of various types, pledges, and contact/ ...
Adjust Google Tag Manager for PCI compliance
PCI Data Security Standard (DSS) is a global standard that provides a baseline of technical and operational requirements designated to protect payment data, which is set by the international Payment C ...
Recover from an accidental gift card load
When loading a balance to a gift card in Admissions or Gift Shop, Versai will allow you to delete the gift card load sales line if the card is new and has never been registered before. However, it wil ...
Replace a lost or stolen membership card
Jump to: Replace a single membership card Replace a batch of membership cards Replace a lost or stolen membership card If a member reports their membership card lost or stolen, you likely will ...
Import Admission event tickets as Benefit gifts
Using Import Records to import Benefit Tickets Versai supports selling Benefit tickets for fundraising events. For various reasons, you may choose to sell tickets to a fundraiser using an Admissions E ...
Versai Bulletin – This Thursday: Template Design class; plus next month’s class (sent 8/21/2024)
Topics: This Thursday - Versai Class 8: Template Design (Letters, Labels, Receipts, Reports) Next Month - Versai Class 9: Development & Membership Setup Did you know? View the bulletin email
Versai Free Class 9: Development & Membership Setup (9/19/2024)
See all classes in the 2024 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for configuring Versai's core elements for gift records and p ...
Versai Bulletin – Free Ecommerce Class This Thursday, Template Design Next Month (sent 7/24/2024)
Topics: This Thursday - Versai Class 7: Ecommerce Best Practices Next Month - Versai Class 8: Template Design (Letters, Labels, Receipts, Reports) View the bulletin email
Versai Free Class 8: Template Design (8/22/2024)
See all classes in the 2024 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for the integrated FastReport tool's design mode to edit temp ...
Versai Bulletin – Plan inventory count; class on 6/20 (tomorrow) and 7/25 (sent 6/19/2024)
Topics: Is it time to count your inventory? Plan now! This Week - Versai Class 6: Gift Shop Counts & Reports Next Month - Versai Class 7: Ecommerce Best Practices View the bulletin email
Versai Free Class 7: Ecommerce Best Practices (7/25/2024)
See all classes in the 2024 Versai Free Class Series What This free overview will cover concepts, procedures, settings, and best practices for Versai's ecommerce features. Who Ecommerce content coord ...
