Stage 1: Get a feel for Altru
In this stage, just get familiar with Altru and how to use some of the resources available to you. Don't worry about learning the details of daily, weekly, and monthly tasks yet; simply focus on the layout, features, and concepts of Altru. With this foundation, you’ll quickly learn the details in the next stages and prepare yourself to work in Altru.

Week One:
  1. Get a Blackbaud.com account. Blackbaud.com Login Help
  2. Complete the Basics of Altru eLearning course.
  3. Join the Altru Community.
  4. Get alerts about Altru system issues and outages by subscribing to the Altru System Status Blog.
  5. Read the following chapters and chapter sections in Altru for Beginners.
    • Introduction
    • Treasury
    • Fundraising - Fundraising Hierarchies: Direct Traffic to Your Bottom Line
    • Sales - Cash Registers: Reconcile Your Differences
    • Revenue
    • Data Management - Query at Your Fingertips
    • Reports and KPIs
    • Outroduction
  6. Enroll in the Blackbaud University online instructor-led courses. These two courses are prerequisites for all other Altru online instructor-led courses:
  7. If you are also responsible for data entry of gifts and membership at your organization, check out the role-based training guide for Development Data Entry: What training is recommended for new Development Data Entry staff?

Stage 2: Learn how to do your job
The trainings and resources in this section are arranged so that your most common tasks are addressed first.

Week Two - Daily Tasks:
Back Office Revenue and Membership Data Entry
As the Accounting Manager, it's important to understand how back office transactions occur in Altru. Contribution and membership income is primarily entered using Altru's back office tools.
  1. Check out these Help Topics:
  2. Watch these videos:
  3. Refer to these Knowledgebase articles:
  4. Review this Altru Masters Workshop Recording & Handout: Transaction Adjustments - Reversals, Refunds, Rescheduling, and More
  5. Review this Altru Blog Post: Change Doesn't Need to be Hard: Editing Payments in Altru

Batch Data Entry & Credit Card Processing for Batch
Back Office Revenue and Memberships can also be entered via Batches. Additionally, batches can be automatically created for automated credit card payments for recurring gifts and pledges.
  1. Complete the Basics of Batch eLearning course.
  2. Check out these Help Topics:
  3. Watch these videos:
  4. Refer to these Knowledgebase articles:

Daily and Advance Sales Tasks
As the Accounting Manager, it's important to understand how sales transactions occur in Altru.
  1. Complete the Altru: Basics of Daily and Advance Sales eLearning course.
  2. Enroll in the Blackbaud University online instructor-led course Altru: Sales Management.
  3. Check out these Help Topics:
  4. Watch the Videos in this playlist: Daily and Advance Sales
  5. Refer to these Knowledgebase articles: 
  6. Review this Altru Masters Workshop Recording & Handout: Transaction Adjustments - Reversals, Refunds, Rescheduling, and More
  7. Review this Altru Blog Post: Change Doesn't Need to be Hard: Editing Payments in Altru

Daily Cash Drawer and Financial Reconciliation Tasks
Cash drawer management and financial reconciliation is a key part of the daily process in Altru.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Daily Financial Reconciliation.
  2. Check out this Help Topic: Daily Tasks and the Create Deposits Process
  3. Watch these Videos:
  4. Refer to these Knowledgebase articles:

Week Three - Weekly Tasks:
Credit Card Reconciliation Tasks
Reconciliation of your credit card merchant disbursements and Altru is an important financial reconciliation task.
  1. Check out this Help Topic: Reconcile Credit Card Transactions to Merchant Disbursements 
  2. Watch these Videos:
  3. Refer to these Knowledgebase articles:

Query
Query is a grouping tool that allows you to group records with similar characteristics. Queries are used throughout Altru to filter what records should be included in a mailing, report, export, or process.
  1. Complete the Altru: Basics of Query eLearning course.
  2. Enroll in the Blackbaud University online instructor-led courses:
  3. Check out the Help Topic: Getting Started in Query.
  4. Watch the Altru Query videos.
  5. Practice query with a few of these revenue related queries:
  6. Review these Altru Masters Workshop Recording & Handouts:

Reporting and Analysis 
Altru offers many reports and other analytical tools to assist you in analyze revenue in Altru.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Data Analysis.
  2. Check out these Help Topics:
  3. Refer to these Knowledgebase articles:
  4. Search the Knowledgebase using the keywords "How to report on" for the answers to commonly asked reporting questions.
  5. Review these Altru Masters Workshop Recordings & Handouts:

Week Four - Monthly & Occasional Tasks:
Fiscal Years
Each year you will need to ensure that the next fiscal year is configured in Altru.
  1. Check out this Help Topic: Define Fiscal Years 
  2. Watch this Video: Define Fiscal Years
  3. Refer to these Knowledgebase articles:

Bank Accounts
Banks and Bank Accounts must be configured in Altru in order to create deposit records and deposit reports.
  1. Check out these Help Topics:
  2. Refer to this Knowledgebase article: What needs to be done in Altru and BBMS if I closed my bank account and opened a new one?

Export
  1. Check out the Help Topic: Export
  2. Watch this Video: Altru Export Basics
  3. Review this Altru Masters Workshop Recording & Handout: Exporting Data

Stage 3 - Practice makes perfect
Now that you’ve learned the basics and laid the foundation to mastering Altru, let’s hone those skills through practice and review.

Week Six and Beyond: