Virtual Meet and Greet Recordings (Office Hours)

We host virtual meet and greets every other Thursday at 11AM Pacific to give partners the opportunity to get their questions answered in a live, virtual environment. 

Click here to view this month's schedule and sign up for the Virtual Meet and Greets:
Upcoming Events and Learning Opportunities – Community Partners Project Handbook (zendesk.com)

Past Recordings

7-17-25 Virtual Meet Up Recording

Topics Covered:

• User roles and permissions in NetSuite
• Bonterra/Network for Good trainings
• Editing expense accounts on transactions
• In-person networking events

5-15-25 Virtual Meet Up Recording

Topics Covered:

• Setting up new users in NetSuite
• Granting to other organizations
• New Insurance Forms being made available

5-1-25 Virtual Meet Up Recording

Topics Covered:

• Purchase Order & Vendor Invoicing Process
• Setting Up Vendors in NetSuite
• Providing pro bono contractors tax information

4-3-25 Virtual Meet Up Recording

Topics Covered:

• Saving files properly in NetSuite
• Should our fiscal year match CP for budget purposes
• CP vs Partners, what signatures are needed for what contracts

3-20-25 Virtual Meet Up Recording

Topics Covered:

• Identifying donors
• Agreements for Pro-bono work
• Requirements for record keeping
• Tasks in NetSuite

2-23-25 Virtual Meet Up Recording

Topics Covered:

• Revenue Recognition for Donations
• Insurance coverage for volunteers
• Tax donation receipts for donors 

2-6-25 Virtual Meet Up Recording

Topics Covered:

• Cash receipt notifications
• W9s and ACH Set up 

1-23-25 Virtual Meet Up Recording

Topics Covered:

• Revenue Recognition for Donations
• Insurance Coverage and Liability

12-5-24 Virtual Meet Up Recording

Topics Covered:

• System Notifications
• Advisory board signatures
• Employee access updates

11-21-24 Virtual Meet Up Recording

Topics Covered:

• Best communication methods
• Legal protections for Volunteers

11-7-24 Virtual Meet Up Recording

Topics Covered:

• Volunteer management
• Project Leader reassignments

10-17-24 Virtual Meet Up Recording

Topics Covered:

• Signature request routing for agreements
• Reimbursements for grants

10-3-24 Virtual Meet Up Recording

Topics Covered:

• Inaccessible records
• ICA Timing
• Timing on requesting donation reclasses
• Identifying donors

9-19-24 Virtual Meet Up Recording

Topics Covered:

• Reimbursements
• POs for Events
• Donor Advised Funds
• Expenses for Vendors vs Employees (Correction: Volunteers should be treated as employees not 3rd parties)
• Adjusting Office Rental Payments

8-1-24 Virtual Meet Up Recording.mp4

Topics Covered:

• Bonterra update: Onboarding scheduled, and link to sign up coming soon.
• New managerial reports published
• NetSuite exporting old versions of Excel 
• Payroll reports (Coming Soon)

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7-11-24 Virtual Meet Up Recording.mp4

Topics Covered:

• Bonterra update

6-20-24 Virtual Meet Up Video Recording.mp4

Topics covered:

• Update on Bonterra/Network for Good
• Introduction of new partner: GRAE

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6-6-24 Virtual Meet Up video.mp4

Topics covered:

• Changing employee's title/ roles
• Question on pay period entry
• update on missing AMEX Charges 
• Payroll posting schedule
• Customizing financial reports in NetSuite

***

5-16-24 Virtual Meet Up Recording.mp4

Topics covered:

• Items in Cash/Funds Received showing as zero
• Dollar amounts for special approval
• CP Update and Questions on Cash Suspense and Payroll Allocations
• How to request an item code change
• Instructions on how to submit tasks
• Sorting dashboard portlets by most recent
• Revenue Agreements vs Cash Donations: Definitions & Explanations

***

Virtual Meet & Greet on 5.2.24

Topics covered:

• FY24 financials update
• Turnaround time for insurance papers
• Coverage and Liability Policy: board members and volunteers
• New Vendor set up notifications
• Leasing facility contract: How to set up
• Appropriate backup documentation for vendors
• Getting budgets into NetSuite
• Network for Good/Bonterra updates
• Purchase orders for Independent Contractors

***

Virtual Meet & Greet on 4.4.24

Topics covered:

• Post-Audit roll forward, and what you can expect
• International Vendor Form
• Cash Suspense: why does cash go there, and how to avoid it
• Admin fees: what to do if that is incorrect
• American Express payments not being imported correctly
• Tech Soup access question
• Network for Good/ Bonterra update

***

Virtual Meet & Greet on 3.21.24

Topics covered:

• How to navigate to recorded trainings
• NetSuite Excel export opening in old versions of excel
• How to ensure cash is set to the correct program

***

Virtual Meet & Greet on 3.7.24

Topics covered:

• Training on entering Purchase Orders, Vendor Bills, and Expense Reports

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Virtual Meet & Greet on 2.22.24

Topics covered:

• Network for Good being bought out by Bonterra - we discussed the current situation and CP's plan to submit RFPs to find additional options
• Use of Community Partners facilities and conference rooms
• Transaction approval times