Allotments: Managing A Waiting List

Come along to this FREE 30-minute webinar to look at creating and managing the allotment waiting list.  We will cover: Creating the waiting list Adding new people to the waiting list Allocating an allotment to a waiting list person Ordering the waiting list to set an allocation order. Click the ‘BOOK NOW’ button below to […]

Epitaph: Making Burials With Bookings

This introductory session to Epitaph is ideal for new members of staff who are managing burials.    This session will cover:  making burial bookings entering details of interments including deceased and applicant  recording exclusive rights of burial  recording burial register numbers  finding a grave / burial  emailing registrar notification (the green form)  legality of grave ownership […]

Epitaph: Grave Ownership & Registration

This session will cover recording of grave deeds and burial rights in Epitaph:  Recording deeds  Recording and finding deed holders Transfer of ownership Producing a deed Looking at expiries and renewals Click the ‘BOOK NOW’ button below to book your free space. Once you have booked on, you will be emailed a link, enabling you […]

Epitaph – Mail Merge Documents

Come along to this FREE 30-minute webinar to look at using mail merge documents in Epitaph.  We will cover: Overview – where are the mail merge documents? How to create a new mail merge document Different uses, eg EROB Where to find mail merge field substitutions Previewing the document Copying an existing document Amending an […]

AdvantEDGE Finance – Earmarked Reserves

Come along to this FREE 30-minute webinar to look at using earmarked reserves in AdvantEDGE Finance: We will cover the following areas: what is an earmarked reserve?​ viewing / creating earmarked reserves​ transferring funds to / from reserves​ using earmarked reserves to pay for specific transactions​ status and movement reports