ExpensePlus Help & FAQ
  • Home
  • ExpensePlus User Training
  • ExpensePlus FAQs
  • Client Portal FAQs (Agency Users Only)
  • Send us a message
  • Send us a message

Manage Donors

  • Adding and Importing Donors
  • What are donor tags?
  • What are donor references?
  • How can I see a full list of Donors?
  • Manage Donor Pledges
  • How do I deactivate or delete donors?
  • Tracking Donor Engagement
  • Generating Donor Statements
  • Merging Duplicate Donors
  • Donor Mailmerge Data
  • Donor management in ExpensePlus vs in ChurchSuite
  • Recording Donor Communication
  • What do I need to do if a donor changes the amount they give?
  • Can I see a list of donations per donor?
  • Can I use Donor Management features for non-donors?
  • What does 'New Donor Follow Up' mean?
  • Tracking donor communication permissions
  • How to update a donation when Gift Aid has already been claimed?

Categories

  • Agencies Verified with ExpensePlus
  • Getting Started
  • Logging In
  • Data Security
  • User Training
  • Subscription
  • Navigating ExpensePlus
  • Task Management
  • Invoicing
  • Bank Deposits
  • Purchases
  • Receipts
  • Approvals
  • Payments
  • Bank Reconcilation
  • Payment Processors
  • Petty Cash
  • Adjustments
  • Payroll Upload
  • Investments
  • Loans
  • Fixed Assets
  • Finance Reports
  • Year End Accounts
  • Manage Donors
  • LoveGiving
  • Gift Aid
  • ChurchSuite Export
  • Donations Reports
  • User Settings
  • Settings
  • VAT
No results found

© ExpensePlus 2025. Powered by Help Scout