Administration

Account Configuration

• Setup Organisation Profile
• Add Service Emails
• Customise Document Dropdowns
• Adding a signature to the organisation

User Maintenance

• Managing Users in Vega
• User Roles and Permissions in Vega

Automations

• One-off Payment Workflows
• Recurring Payment Workflows
• Setting up Attribute Rules
• Setting up Attribute Triggers
• Using and defining your Vega Workflows

Payment Gateways

• Admin Setup - Payment Gateway
• Ask Your Donors to Cover Your Payment Gateway's Fees
• Flo2Cash
• Paystation
• Setting up a Payment Gateway
• Windcave / Payment Express / DPS

Data Import

• Import Data
• Contact Import Template
• Address Import Template
• Attributes Import Template
• Notes Import Template
• Payments Import Template

See all 15 articles

Stripe

• Introduction to Stripe
• How do I sign up for Stripe?
• STRIPE for Non-profits
• Managing your Stripe account
• Stripe Payments
• Stripe Payouts

See all 8 articles

Financial Settings

• Import GL Codes from MYOB
• Import Bank Accounts from MYOB
• Financial Settings
• Recurring Payment Settings
• Receipt Settings
• Payment Form Settings

Integrations

• Connect to MYOB
• SMS Integration
• Facebook Sharing vs. Following
• Connecting Xero