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  • Video Resources *New*

Video Resources *New*

  • 1099s in Business Central - Reports

  • 1099s in Business Central - Setup

  • 2023-10-26 Product Update Webinar

  • Accounting Settings

  • Adding Applications to Review Groups (Video)

  • akoyaGO Products

  • April 2025 User Group – Administrators and Power Users

  • April 2025 User Group – Donor Relations in GOsuite

  • April 2025 User Group – Finance in Business Central

  • April 2025 User Group – Grants and Scholarships in GOapply

  • April 2025 User Group – Private Foundations in akoyaGO

  • August 2024 User Group – Donor Relations in GOsuite

  • August 2024 User Group - Finance in Business Central

  • August 2024 User Group – Grants and Scholarships in GOapply

  • August 2024 User Group - Private Foundations in akoyaGO

  • Automating Workflows and Business Rules

  • Bank Account Reconciliation (Webinar)

  • Bank Reconciliation Video Series

    This series of videos will walk you through completing a Bank Account Reconciliation in Business Central.

  • Building Email Templates and Automated Notifications (Webinar)

  • Campaigns and Campaign Activities (Video)

  • Creating a Review Group & Adding Reviewers (Video)

  • Creating Business Rules

  • Creating Review Forms for Reviewers (Video)

  • Creating System Dashboards Video

    Video on creating/editing System Dashboards

  • Customizing Views in Forms

  • Data Entry Basics (Video)

  • December 2024 User Group – Administrators and Power Users in akoyaGO

  • December 2024 User Group – Donor Relations in GOsuite

  • December 2024 User Group – Finance in Business Central

  • December 2024 User Group – Grants and Scholarships in GOapply

  • December 2024 User Group – Private Foundations in akoyaGO

  • Demystifying DTs (Video)

  • EMPOWERED 2021 – Configuration: Imagine the Possibilities

  • EMPOWERED 2021 – It Doesn't Matter How Much Money is in the Checking Account

  • EMPOWERED 2021 – The Value of Visualization - Displaying Data for Decision-Making

  • EMPOWERED 2021 – What is DocuSign for Dynamics 365?

  • EMPOWERED 2023 – GOapply Settings and Organization Profile Form Editor Tips

  • EMPOWERED 2023 – PowerBI Overview

  • EMPOWERED 2024 – akoyaGO Automations for Time Savings

  • EMPOWERED 2024 – akoyaGO CRM Basics 101

  • EMPOWERED 2024 – akoyaGO CRM for Administrators and Customizers 301

  • EMPOWERED 2024 – akoyaGO CRM Intermediate 201

  • EMPOWERED 2024 – akoyaGO Email Templates and Communications

  • EMPOWERED 2024 – Change Management and Process Review

  • EMPOWERED 2024 – Communications Between CRM and Business Central

  • EMPOWERED 2024 – Database Maintenance and Data Policy

  • EMPOWERED 2024 – GOapply Advanced Building Techniques

  • EMPOWERED 2024 – GOapply New Features and Functions

  • EMPOWERED 2024 – GOapply Scholarship Processes

  • EMPOWERED 2024 – GOdonate New Features and Functions

  • EMPOWERED 2024 – GOfund New Features and Functions

  • EMPOWERED 2024 – Quality Control in Business Central

  • EMPOWERED 2024 – Tailoring the Staff Experience in Power Apps

  • EMPOWERED 2024 – Visualizing and Reporting Financials in Business Central

  • Entering Contact Records

  • February 2025 User Group – Administrators and Power Users

  • February 2025 User Group – Donor Relations in GOsuite

  • February 2025 User Group – Finance in Business Central

  • February 2025 User Group – Grants and Scholarships in GOapply

  • February 2025 User Group – Private Foundations in akoyaGO

  • Fund Fees Assessment Video Series

    This series of videos will walk you through running the Fund Fees Assessment process in Business Central.

  • GOapply - Scholarship Automatching Webinar

  • GOapply User Interface Overview

  • GOdonate Beta - Feedback Closing Session

  • GOdonate Beta - Open Office Hours

  • GOdonate Beta - Overview Training

  • GOfund demo

  • Introduction to GOapply

  • Introduction to GOapply Reviewer (Video)

  • January 2024 User Group - Administrators and Power Users in akoyGO

  • January 2024 User Group - Donor Relations in GOsuite

  • January 2024 User Group - Finance in Business Central

  • January 2024 User Group - Grants and Scholarships in GOapply

  • January 2024 User Group - Private Foundations in akoyaGO

  • Joint Investment Allocation Video Series

  • July 2024 User Group - Finance in Business Central: Changes to Fund Type, Class, and Endowment

  • Managing Users

  • March 2024 User Group - Administrators and Power Users in akoyaGO

  • March 2024 User Group - Donor Relations in GOsuite

  • March 2024 User Group - Finance in Business Central

  • March 2024 User Group - Grants and Scholarships in GOapply

  • March 2024 User Group - Private Foundations in akoyaGO

  • Marketing Lists (Video)

  • May 2024 User Group - Administrators and Power Users in akoyaGO

  • May 2024 User Group - Donor Relations in GOsuite

  • May 2024 User Group - Finance in Business Central

  • May 2024 User Group - Grants and Scholarships in GOapply

  • May 2024 User Group - Private Foundations in akoyaGO

  • November 2023 User Group - Grants and Scholarships in GOapply

  • November 2023 User Group - Finance in Business Central

  • November User Group - Administrators and Power Users in akoyaGO

  • Obtaining Stripe API Keys for GOdonate

  • October 2024 User Group – Administrators and Power Users in akoyaGO

  • October 2024 User Group – Donor Relations in GOsuite

  • October 2024 User Group – Finance in Business Central

  • October 2024 User Group – Grants and Scholarships in GOapply

  • October 2024 User Group – Private Foundations in akoyaGO

  • Power BI Dashboards (Webinar)

  • PowerMailChimp Integration with akoyaGO - Create Email Blast

  • Printing Checks in Business Central

    Video for printing checks in Business Central

  • Reviewer Reports

  • Reviewer User Video - How to Review in GOapply

    This video will walk Reviewers through the Review Process in GOapply.

  • Seasonal / Alternative Addresses (Video)

  • September 2023 User Group - Administrators and Power Users in akoyaGO - Meeting Recording

  • September 2023 User Group - Grants and Scholarships in GOapply - Meeting Recording

  • Spendable Allotment Video Series

    This series of videos will walk you through running the Spendable Allotment process in Business Central to calculate Spendable Amounts for funds.

  • Support Webinar - Adjusting Entries in BC

  • Support Webinar – akoyaGO CRM Basics

    An informative “back to basics” virtual webinar, where we will cover essential topics to help you navigate and utilize akoyaGO.

  • Support Webinar – Business Central Reporting

  • Support Webinar - Concepts

  • Support Webinar - Creating Budgets in Business Central

  • Support Webinar - Dynamics Dashboards 101

  • Support Webinar - GOapply Reviewer: Review Groups and Scoring

  • Support Webinar - Letter Templates Entity

  • Support Webinar - Managing Payables in Business Central

    Business Central's accounts payable processes. We'll review vendors and their connections to the general ledger and the payment journal's payment options.

  • Support Webinar - New process for Request Payments, Adjustments and Reversals

  • Support Webinar - Processing Gifts from GOdonate

  • Support Webinar – Processing Recommendations for GOfund

  • Utilizing the Outcomes Entity

  • Views and Dashboards