Videos/Webinars

Tax Filing Videos/Webinars

• Vault Tax Services Webinar - What You Need for your Chapter's Filing
• How to Answer the 50k Question
• How to Submit Your Chapter's 990 Report in Vault

Videos

• Billing Cycle Setup
• What is an Officer Purchasing Card
• Vault Contract Management
• What is the Payments Received Report?
• What is an Aging Status

How To

• How to update your external bank account register in Vault
• How to Add/Edit Vault Users
• How to Archive Members
• How to Update Member Statuses (and why it's important)!
• How to Send a Member to Collections
• How to Update Billing Statuses

See all 11 articles

Webinars

• OmegaFi's VAULT Webinar- April 2023 (What You Need To Wrap Up The Term)
• OmegaFi's VAULT Webinar - March 2023 (Bill Pay & Tax Filing)
• OmegaFi's VAULT Webinar - January 2023 (Get Ready for Spring)
• Vault Basic Webinar
• Vault Intermediate Webinar
• Vault Advanced Webinar

See all 19 articles