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  • My Lists Overview- Training video
  • High-Dollar Online Payments Approval (Shulware Integrated Payments Only)
  • Setting Up Your New Integrated Gateway
  • Create Account Billing Type
  • Create New Account Types
  • Creating Address Types
  • Creating Bank Accounts
  • Adding CRM Categories
  • Adding New Charge Types
  • Editing Charge Types
  • Setting Tax Deductible Amounts
  • Adding and Editing Dedication Types
  • Amazon SES Verification & Email Senders
  • Field Templates
  • Set Up Kibbud Types
  • Adding Kibbudim
  • Gateways (Feature Overview)
  • Mandatory Fee Effects - Gateway
  • Mandatory Fee Effects – Settings & Charge Types
  • Online Payment Fee Changes (Glossary)
  • Creating Payment Types
  • Handling the "Unspecified Payment Type" or "Unspecified" Payment Type
  • Administering Person Types
  • Creating Mail Tags
  • Adding Resources
  • Creating Reversal Types
  • School Roles and Permissions
  • Subscriber Lists
  • Statement Templates
  • Creating Tags
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