Live Session Course Catalog

Overview

In addition to hundreds of videos in Veracross University, we also offer 30-minute live sessions taught by Veracross instructors. Discover them in three places in Veracross University:

  • The "Live Sessions" tab at the top of the screen shows all upcoming sessions.
  • The calendar on the homepage shows all upcoming sessions.
  • There are two "Live Sessions" courses in each learning path: one at the beginning for upcoming ones and one at the end for recordings. 

Live sessions are meant to extend the video-based learning and offer an opportunity to ask questions and interact a bit with fellow learners. In other words, the live sessions seek to "connect the dots" that we first show you in the video-based training. The recommended prerequisites are listed to frame expectations of the sessions. All sessions are recorded and posted in the respective learning path. 

This article lists our current catalog; much like the course catalog at your school, these are all of the live sessions that we could offer, not necessarily what is currently being offered at this moment in time. 

Intro to Veracross

General Office Hour


Attend this session to ask big picture questions about Veracross or to get help on specific videos or practices you've bene working through. If you don't have any specific questions, feel free to come and just listen!
No prerequisites. 

Around and About in the CRM

Extend your understanding of the core CRM — persons, households, and relationships — to examine common scenarios: divorce and split households, custody questions, relationship changes, different household addresses, and more.
Recommended Prerequisites: the first course in the Intro to Veracross  learning path. 

Making Workspaces Work For You

If you know how to save a query to a workspace, you are ready to take the next steps to organize your work and help your whole department organize its workflows. Attend this session to get the most out of Axiom workspaces.
Recommended Prerequisites: the "Workspaces" course in the Intro to Veracross  learning path. 

Groups and More Groups

Get some tips and tricks for using groups — both system-generated and school-defined — in this live session. The focus will be on using groups for communications and component filtering in portals.  
Recommended Prerequisites: the Intro to Veracross  learning path

From Here to There: Shortcuts and Efficiencies in Axiom

Do you use Axiom? Do you use a keyboard? Of course you do! Did you know there are ton of great shortcuts throughout the system that can save you time as you go about your daily work in Veracross? Like this one: Ctrl+s (Cmd+s on Mac) is the equivalent of clicking "Update" in Axiom. And did you know that you can copy data — one cell, selected rows, or an entire column — straight out of Axiom? Come to learn — and share — some favorites and become the Axiom navigation pro you were born to be.
Recommended Prerequisites: the Intro to Veracross  learning path

Academics

Exploring the Academic Hierarchy

Get a handle on the academic hierarchy — departments, subjects, courses, and classes — in Veracross and ask your questions about how your school's academics fit into the Veracross platform.
Recommended Prerequisites: Orientation and Configuring Courses and Classes in the Academics learning path. 

Building Your School Calendar

Consider all of the events at your school, both public and very group-specific. Get tips on choosing the right event types and get your questions answered about how to ensure your school calendar is correctly configured for the upcoming school year. (also listed in Communications)
Recommended Prerequisites: Calendars and Group Events courses in the Communications learning path; Academic Calendars in the Academics learning path

Academic Document Publishing

Get insights and tips on using the academic document publishing process in Veracross.
Recommended Prerequisites: Academic Document Publishing course in the Academics learning path

"How Many of These Do We Have?" Managing Parent/Teacher Conferences

Get tips and tricks on managing your parent/teacher conferences (PTCs) in Veracross, from using the Data Importer to create your conference slots to managing them in Axiom and the portals. Even if you have run PTCs before, you are sure to pick up some pointers!
Recommended Prerequisites: Parent/Teacher Conference course in the Academics learning path

"Let's Get Those Grades Published!" Managing Your End-of-Grading-Period Workflows

Ensuring you are using the right grade posting process, communicating with teachers and parents, double-checking grades, and finally publishing report cards, get some tips and tricks on managing the end of your grading period on the academic side in Veracross.
Recommended Prerequisites: Posting and Locking Grades, Publishing Report Cards, Academic Document Publishing courses in the Academics learning path

Communication

Configuring Portals

Learn some of the ins and outs of configuring your portals. This session is high level and will provide some insight into building out your Portals.
Recommended Prerequisites: Orientation and Parent, Student, and Teacher Portal courses in the Communications learning path. 

Let's Build a Portal

Our parent/future parent/student/teacher and admission portal are all built on the same platform. Get some tips for building your portal and get a guided tour of some of the highlights of our demo portal that you can use as a template for your own portal build.
Recommended Prerequisites: Parent/Student/Teacher Portals course in the Communications learning path. 

Portal Calendars

Ensure that you have the right events displaying to the right constituents in their respective portals.
Recommended Prerequisites: Orientation and Calendars and Group Events courses in the Communications learning path

Building Your School Calendar

Consider all of the events at your school, both public and very group-specific. Get tips on choosing the right event types and get your questions answered about how to ensure your school calendar is correctly configured for the upcoming school year.
Recommended Prerequisites: Orientation and Calendars and Group Events courses in the Communications learning path

Visibility and Classifications for Calendars and Events

Get a handle on group event visibility and classification so you can be sure that your group events display to just the right people in the right contexts.
Recommended Prerequisites: Orientation and Calendars and Group Events courses in the Communications learning path

Sending Parent Welcome Emails, Part 1 (System Emails)

Learn how to send the parent welcome emails in batch or one at a time, including different factors to consider so you be sure the right parents get the right messaging.
Recommended Prerequisites: Orientation and Security Roles and User Accounts courses in the Communications learning path

Sending Parent Welcome Emails, Part 2 (Composer)

Learn about sending the parent welcome email using Composer to create a more tailored message.
Recommended Prerequisites: Orientation, Security Roles and User Accounts, and Creating a Composer Email courses in the Communications learning path

Group Event Extras

Once you've got the basics of group events down, go a bit deeper in this session to harness the full power of Veracross integrated logistics.
Recommended Prerequisites: Orientation and Calendars and Group Events courses in the Communications learning path

Admission

Admission Office Hour

Attend this session to ask big picture questions as you learn about admission in Veracross. Feel free to come to actively ask questions or just to listen to others. There is not a set agenda.
No prerequisites.

Using the Visits Widget

The admission process often incorporates visits to campus as part of the experience for prospective families. How a school chooses to manage those visits is as unique to a school as a fingerprint is to a person. Let’s explore some of the visit widgets and other options we have to help schools represent admission visit in their database.
Recommended Prerequisites: Building the Admission Portal course in the Admission learning path.

Building an Inquiry Form

The moment a prospective family decides to fill out an inquiry form is a very important moment for the relationship with the school. For the school, it makes sense to be intentional and strategic at this point of the admission process. Let’s talk through the characteristics of the Veracross Inquiry form tool and how schools can leverage them to support strategic goals for the admission office.
Recommended Prerequisites: Inquiries course in the Admission learning path. 

Veracross Recommendation Forms

Learn about the Veracross recommendation form (replaces Google recommendation forms in Admission Portal 3). Get some quick tips and tricks on maximizing their use in your admission workflows.
Recommended Prerequisites: Building the Admission Portal course in the Admission learning path.

The Submissions Function Field

Learn how to use the "Submission" function field to create powerful queries.
Recommended Prerequisites: The Orientation course in the Admission learning path. 

Development

The Donor Wants This, Not That: Granular Tracking of Donor Communication Preferences

Does your school need to track donor communication preferences on a more granular level than just “Do Not Call”, “Do Not Mail”, and “Do Not Solicit”? This session will walk though how to leverage Constituent Codes and the Constituent Log in Development 3 to track donor communication preferences.
Recommended Prerequisites: Intro to Veracross learning path, Development Orientation

Get In, Get It Done, Get Out: Managing Your Donor Portfolio

You have an assigned group of donors to be working with for solicitation purposes, but you have limited time (don’t we all!). This session will walk through how use key features on the My Opportunities homepage to reduce your time tracking and reviewing information in the system – giving you more time to actually talk with your donors.
Recommended Prerequisites: Intro to Veracross learning path, Development Orientation

It Starts with An Export: Importing Your Wealth Screen Results into Veracross

Does your school do an annual wealth screening of donors and potential donors to prepare for the upcoming fundraising year? This session will walk through exporting a file for wealth screening and importing the results back into Veracross.
Recommended VU Prerequisites: Intro to Veracross learning path, Prospect Management: Constituent Ratings and Screening courses

Annual Fund ’21: Configuring Your Next Annual Fund Campaign Record

Is your next fundraising year just around the corner? This session will walk through configuring your upcoming Annual Fund campaign record to be ready to start the fundraising year off on the right foot.
Recommended VU Prerequisites: Intro to Veracross learning path, Campaign Management: Campaigns Configuration course

AutoPay

Creating AutoPay Schedules

Learn how to create AutoPay Schedules and how these schedule records because AutoPay Batches.
Recommended Prerequisites: VC Pay learning path. 

AutoPay Notifications 

Within VC Pay Tuition Management there are numerous notifications that can be sent to parents and to the school.  Learn the different options and abilities of these features.
Recommended Prerequisites: VC Pay learning path.

AutoPay Batch Record 

The AutoPay Batch record is the basis of the Tuition Management features in VC Pay. Learn the fields and here frequently asked questions
Recommended Prerequisites: VC Pay learning path.

Tuition Management Data Management

Tuition Management with VC Pay gives the school many features, this class features under utilized fields, queries and features of Tuition Management.  Additionally, it will help review helpful features specific to data management.
Recommended Prerequisites: VC Pay learning path.

Business Office

Around and About for Accounting CRM

Extend your understanding of the core CRM —homepages, links and records — to examine Accounting specific features that defer from the school-side.
Recommended Prerequisites: the first course in the Intro to Veracross  learning path.

Accounting Imports 

Veracross Accounting has its own Importer homepage, learn how to navigate this Homepage, the importer tool, and review the imports we offer.
No prerequisites.

Student Billing 

Deep Dive into Creating Person Charges Items 

Review the many different ways to create Person Charge Items (PCIs).
Recommended Prerequisites: Student Billing learning path.

Creating Invoices for the Year

Learn suggested workflows when creating invoices for the year and on an individual basis.  
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Deep Dive into the AR Invoice Record

Take a deep dive into the fields on the AR Invoice record in Veracross Student Billing.  We will cover the AR Statement Date, how to batch bring, fields that will help with your workflow and common FAQs.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

AR Invoice Document

Review the non-custom AR Invoice Document configuration and possibilities with this feature that puts you the user, in the drivers seat.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

AR Invoice Adjustments


Learn suggested workflows when adjusting AR Invoices and what your options are.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Entering Deposits in Veracross

Deep Dive into the Deposit Simple Record, including how to enter it and important fields.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Deposits Workflow

Review the Deposit workflow in Veracross, focusing on how to troubleshoot certain situations.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Composer at the Household Level

If your school bills on the Household level, come learn how to utilize composer to its fullest.   Learn what type or queries work best and how to target a specific audience.
Recommended Prerequisites: Student Billing and Communications learning path.

Composer at the Student Level

If your school bills on the Student level, come learn how to utilize composer to its fullest.   Learn what type or queries work best and how to target a specific audience.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Future Parent Portal & VC Pay 

Setting up the Future Parent Portal with VC Pay is an opportunity to communicate with your Future Parents and extend their first experience with your school.  Learn how to set up features specific to the VC Pay and Student Billing module.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Parent Portal Experience in Billing

In this ILT, we will be reviewing the Parent's portal experience and review what they see.  Additionally, we will review common FAQ's from parents and how to impersonate a Parent in the Portal.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Split Household Options

There are many different family situations the require Invoice manipulation and unique setup. Let's review the options when it comes to the many different family situations that you could come across.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Enrollment and Billing

Review the integration between the Online Enrollment module and Student Billing module.  Specifically, what does the integration do and how it interacts with each-other.  We will also answer commonly asked workflow questions.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

Invoice Payments

Review how Invoice Payments are applied to manually and then manipulation options. Additionally, review Invoice Payments that come from online.
Recommended Prerequisites: Student Billing and Accounts Receivable learning paths.

VC Pay 

Payments Processing Homepage

Review the Payments Processing Homepage and the queries that are there to help your workflow. Learn what these queries do in the VC Pay workflow and how they can help your team.
Recommended Prerequisites: VC Pay learning path.

Payout FAQs

Review common Payout FAQs that will help you further troubleshoot and process Payouts with VC Pay.
Recommended Prerequisites: VC Pay learning path.

Is that set up for VC Pay?

VC Pay works with many different modules in the system, learn the location to make sure VC Pay is set up correctly for various modules.
Recommended Prerequisites: VC Pay learning path.


Accounts Payable

Vendor Maintenance and Merging Vendors

Review common Vendor maintenance suggestions and learn how to merge vendors when duplicates occur.
Recommended Prerequisites: Accounts Payable learning path.

AP Workflow

Review the AP Workflow, starting from creating an AP Invoice to Printing a Check.
Recommended Prerequisites: Accounts Payable learning path.

AP Invoice Header

Learn about the AP Invoice Header fields as well as the adjustment options for this record.

Recommended Prerequisites: Accounts Payable learning path. 

Check Register Review

Review how to void issued checks, check not yet issued, how to change a check number, etc.  

Recommended Prerequisites: Accounts Payable learning path.

General Ledger

Chart of Accounts Review


Review how to enter in a General Ledger Account, review the GL Master Record and the Chart of Accounts report.
No prerequisites.

How to Run a Trial Balance

Review how to run a Trial Balance in the Veracross General Ledger module.
No prerequisites.

Journal Entry Deep Dive

Review the Journal Entry Record, querying on Journal Entries and also Manual Journal Entries in the Veracross General Ledger module.
No prerequisites.

Budget Processing

Review how to enter and process Budgets in the Veracross General Ledger module.
No prerequisites.


Is your next fundraising year just around the corner? This session will walk through configuring your upcoming Annual Fund campaign record to be ready to start the fundraising year off on the right foot.

Recommended VU Prerequisites: Intro to Veracross learning path, Campaign Management: Campaigns Configuration course