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Explore How-To's and learn best practices from our knowledge base.
General
Getting Started
5
1. Freshservice Support Portal - How to Login
2. What information to provide?
4. How do I request a Service?
5. When is support available (Hours of Operation)?
6. Emergency after-hours support
FAQ
6
Guest Wireless Access
National Office 13th floor Banting Room TV Operation
TECHNOLOGY TROUBLESHOOTING TIPS
How to find your Computer’s name
IT & Facilities System Access Request Application
See all 6 articles
Service Level Agreement
3
Master Agreement
Schedule A: D-Camps (Camp Huronda)
Schedule B: Regional Offices
Mobile Devices
3
Add Diabetes mailbox in iPhone (iDevices)
Adding Office365 email account to iPhone (iOS)
Enable Out of Office from iPhone
Outlook
12
How-To Add a Mailbox to Outlook 2010
Recall or replace an email message in Outlook
Use Conversation Clean Up in Outlook to eliminate redundant messages
Sending emails as plain text to a particular contact in Outlook
Send calendar as icalendar attachment with Forward as icalendar feature
See all 12 articles
Micorosft Office and Office 365
15
Who can use Office 365 and what does it include?
To show temperature in Celsius or Fahrenheit in Outlook 2016
Reset or unlock my Network Password
Register for self-service password reset
Getting started with Office 365 and Office 2016
See all 15 articles
Ransomware, Viruses and Phishing
5
What is Ransomware and what to do if you are infected?
Security Awareness Training
What to do if you suspect a malicious email?
What is Phishing?
How to avoid phishing scams
SharePoint
35
How to log into banter or SharePoint
Logging out of SharePoint
SharePoint Terminology
Open a document from a document library
Work with others on the same document, at the same time
See all 35 articles
Windows 10
2
Windows 10 Quick Reference
Welcome to your new Windows 10 computer
OneDrive for Business
1
Where do I Save and Share my files, banter or OneDrive?
Phone and Voicemail
2
How to change/access voicemail from outside office (Panasonic VoIP System)
Microsoft Teams Voicemail Setup & Notifications
Cloud Faxing
3
First-Time login to Cloud Fax web portal
Web Portal - send a Fax
Sending a fax using Outlook
Suspicious Emails
1
Using the SEAS in Outlook
Board Portal
Getting Started
5
Link to the Board Portal
Logging In
Bookmark the Board Portal Site (Chrome)
Bookmark the Board Portal Site (Internet Explorer)
Do you require additional assistance?
Change or Reset your password
1
Changing your password
D-Hub
D-Hub Training
7
01. Leveraging the Power of D-Hub
02. Shell, Search, Constituent Navigation
03. Personal info, Contact info, Preferences
04. Documentation and Interactions
05. Constituent Relationships
See all 7 articles
Constituent Management
9
How to add an Organization record in D-Hub
Add or update individual relationship contact in D-Hub
How to add a Household constituent record in D-Hub
How to merge duplicate records in D-Hub
How to add a constituent interaction in D-Hub
See all 9 articles
Revenue Management
16
Video: Revenue Part I
Video: Revenue Part II
How to add a transaction
How to link payment to opportunity in D-Hub
How to add Pledge and invoice in D-Hub
See all 16 articles
Prospect Management
6
Plan & Opportunity Nomenclature / Definitions
Prospect Management Guide
Prospect Clearance Flow Chart
D-Hub Prospect clearance request Guide
D-Hub Prospect Research Request Guide
See all 6 articles
Outlook Integration
4
Add an unplanned step
Add / update Planned Step:
Add Interaction
How to add D-Hub Outlook Add-In
Event Management
12
How to add event registration to an Event
D-Hub Event naming convention
Event guide and data entry instructions in D-Hub
Event Process: D-Hub event, appeal code, registration link, website and eBlast set up
Event registration link on LO
See all 12 articles
Volunteer Management
0
Membership Management
2
How to enter CPOP membership in D-Hub
Pharmacy Partner Info form
Request Forms
4
Appeal Request Form
TeamRaiser Event request form
How to request for Event registration link?
Sample event confirmation email content
Import Process Doc and Templates
13
How to import ECHOage Indirect file in D-Hub
How to import Donate a Car Indiret file in D-Hub
How to import CanadaHelps Indirect file in CRM
How to import Tribute.ca Indiret file in CRM
How to import Benevity Indirect data file in D-Hub
See all 13 articles
Tax receipt Guidelines
1
Diabetes Canada - Tax receipt policy
Query, Export, and System Reports
2
Video: Introduction to Query
How to navigate to shared Power BI reports
Common Dictionary
1
Common Dictionary
Digital
Process and Guidelines
2
Web Support Process Guide
eBlast Process
Unit 4 Business World
URLs Prod and Test enviornments
2
Unit 4 Test Environment Link
Unit 4 LIVE Environment Link
New Hires' Documents
5
Basic Training Video (Login)
Requisition
Goods Receipt
Employee Expense Reimbursement
Reconcile a Visa Transaction
Unit 4 Training Videos
2
How To Reconcile Visa Transactions
How to Enter an Employee Expense Reimbursement
Chart of Accounts
2
Diabetes Canada Chart of Accounts Training
National Diabetes Trust Chart of Accounts Training
P2P 1. Creating a Requisition
3
1.1 Creating a Requisition
1.2 Splitting a GL Code in a Requisition
1.3 Approving a Requisition
P2P 2a Goods Receipt
3
2.2a Goods Receipt before submitting to AP
2.2a Perform a Goods Receipt Task
2.3a Return Goods
P2P 3. Employee Expense Reimbursement Entries
3
3.2 Review and Approve the Expense Request
3.3 Expense Approval- Advance mode
3.4 Add an Expense Type
P2P 4. Visa Reconciliation
4
4.1 Reconcile a Visa Transaction
4.2 Posting Visa Transactions to General Ledger
4.3 Modifying Visa File upload in the system
4.4 Re-upload Visa File into the system
P2P 6. Process Invoices with NO Purchase Order
10
6.1 Complete a Cheque Request
6.2 Complete a Postage Meter Form
6.3 Accounts Payable processing of forms
6.4 Register an Incoming Invoice with Cost Center approval
6.5 Register an Incoming Invoice Requiring Cost Center approval
See all 10 articles
P2P 7. Process Invoices WITH PO's
4
7.1 Register an Invoice with a Goods Receipt
7.2 Register an Purchase Order Invoice without a Goods Receipt
7.3 Complete Goods Receipt Task
7.4 Post Invoice to the GL (Manually)
P2P 8. Returns, Refunds and Credit Memos
4
8.1 Reverse an Invoice When Payment Has Not Been Processed
8.2 Reverse Transaction When Invoice Has Been Posted
8.3 Credit Memo
8.4 Manually Match a credit to an invoice
P2P 9. Ontario Monitors for Health (OMH)
0
P2P 10. Create Cheque Payments
9
10.1 Run a Remittance Proposal
10.2 Review the Remittance Proposal
10.3 Modify/Delete a Remittance Line
10.4 Re-Run an Updated Remittance Proposal
10.5 Run a Remittance Confirmation
See all 9 articles
P2P 12. Creating a Manual Payment
2
12.1 Manual Payments With the Supplier’s Invoice Number Known
12.2 Manual Payments With the Supplier's Invoice Number is Unknown
P2P Forms
4
2.0 Complete a Cheque Request
3.0 Complete a Postage Meter
1.0 New Supplier Form
Missing receipts Form
P2P System Set up of Supplier
6
1.1 Supplier Setup
1.1.1 Add a New Supplier Group
1.1.2 Requesting a New Supplier
1.1.3 Review Supplier Request by Purchasing
1.1.4 Add a New Supplier (always in DC)
See all 6 articles
P2P System Setup of Products
3
1.2.1 Set up a Product’s base unit of measure
1.2.2 Set up a Product Group
1.2.3 Set up a Product Master File
Budget to Control
2
Creating a Budget Template
Delete Budget Transactions
User Setup
0
Reporting
0
R2R 1. Chart of Account Setup
2
1.1 Account (aka Natural Account)
1.2 Attribute Values
R2R 2. Create Journal Entries
6
2.1 Basic Journal Entry and 2.2 Journal Entry Attachments
2.3 Upload a Journal Entry using GL07 Postback Template
2.4 Recurring Journal Entry and 2.5 Self Reversing Accrual
2.6 Intercompany Entries
2.7 Journal Entry Templates
See all 6 articles
R2R 3. How to Open a New Period
1
3. How to Open a New Period
R2R 4.Update GL with Data from External Systems
2
4.1.2 - 4.1.8 Cornerstone, Active Network, DHub, Professional Conference, Residential Campaign, Shopify, Team Raiser
4.1.1.1 BiWeekly Pay Entries
R2R 5. Monthly Processing
13
5.1 Manage Accounting Period at Month End
5.2 Manage Parked Transactions
5.3 Update the GL by Importing Data from External Systems
5.4 GL to AP reconcilation
5.5 GL to AR Reconcilation
See all 13 articles
R2R 6. Year End Close
3
6.1 Create a New Fiscal Year
6.1b Create a New Payroll Period
6.2 Year End - Transfer Balances
S2C 1. Setup
2
1.1 Customer Group Setup
1.2 Customer Setup
S2C 2. Record Sales
1
2.2 Free Text Invoice
S2C 3. Payments
4
3.1 Record Manual Payments
3.2 Record Payments via GL07 import sheet
3.3 Payment on Account
3.4 Maintain Open Items
S2C 4. Customer Statements and Reminder Letters
3
4.1 Create Customer Statements
4.2 Reminder Setup
4.3 Build a Proposal, 4.4 Maintain the Proposal & 4.5 Reminder Confirmation
S2C 5. Reversal Process
5
5.1 Reversal Selection
5.2 Reversal Proposal
5.3 Maintenance of Proposal & 5.4 Re-run of Updated Proposal
5.5 Reversal Confirmation
5.6 Write offs
FA 1. Setup Asset Group
1
1.1 Setup Asset Group
FA 2. Register and Capitalize an Asset
3
2.1 Register an asset using an AP invoice
2.2 Register an Asset by setting up a New Asset Master file
2.3 Reverse Capitalization
FA 3. Asset Management
6
3.1 Find an Asst and View its Information
3.2 Find an Assets NBV and 3.3 Change an Asset Setup
3.3 Change an Asset Setup
3.4 Change an Assets Value
3.5 Asset Transfer & Regrouping
See all 6 articles
FA 4. Depreciate an Asset
2
4.1 Depreciate an Asset
4.3 Reverse Depreciation
FA 5. Budgeting - Depreciation Simulation
1
5.1 Build a Depreciation Simulation and 5.2 Transfer the Simulation to Planner
FA 6. Grant Funded Capital Assets
1
6. Grant Funded Capital Assets
FA 7. Tracking Non Capitalized Assets
1
7. Tracking Non Capitalized Assets
FA 8. Year End Routines
1
8. Year End Routines
Create and Change Employee Record
1
How to add and change relation attributes of an employee
Finance Training. Record to Report.
1
Record to Report Training Manual
FAQ
0
Troubleshooting
1
Unit4Integration – Inbound (Step 0 and 1) issue
Video Tutorials
Digital Culture
1
Introduction To Kentico 7
Kentico
Canadian Journal of Diabetes
1
How to configure Kentico and BBIS for professional members accessing Canadian Journal of Diabetes restricted documents
Luminate / TeamRaiser
How to
6
How to Change / update transaction soft credit in TeamRaiser and D-Hub:
How to change the Donor of a Transaction in Luminate and D-Hub
How to record offline confirmed gift in TeamRaiser
How to add Facebook Social Media Image to your website
How to fix Create New Account issue in LO Log In page
See all 6 articles
