WebLink User Community

A community for and by WebLink Connect users

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Welcome to the WebLink User Community. This community is designed for you to share experiences, ideas, reports and best practices with other WebLink Connect users. Post questions and replies in the Forum, create Group discussions and connect with other clients.

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2015 Summit Presentations

We're adding the 2015 Summit presentations available to download now.

Thanks to everyone who attended in Las Vegas and helped make it a HUGE success!   Hope to see you next year!

Visit this page to access presentations from the 2015 WebLink Summit.

Latest Activity

Profile IconPam, Kristie Costa and Nichole Jorel joined WebLink User Community
6 hours ago
Monika Zuluaga replied to Monika Zuluaga's discussion 'Financial/QuickBooks protections in Weblink'
"Hi Cheri, I thought so! Thank you for your response! "
9 hours ago
Cheri Weinke replied to Monika Zuluaga's discussion 'Financial/QuickBooks protections in Weblink'
"Once transactions are posted to Quickbooks, no one can make any changes to the transactions. You can't change the dates or amounts of any of the transactions."
yesterday
Monika Zuluaga posted a discussion

Financial/QuickBooks protections in Weblink

Hi All,My President/CEO has asked me a question I was hoping someone here could help me with. I need to find out what the protections are for closing our the month in Weblink so no changes can be made to revenue items without the President/CEO's approval.Current Process: At the end of the month, after financials are completed and approved, PRESIDENT/CEO CLOSES OUT THE PERIOD, so no changes can be madeIf for some reason we have to go back into a closed period, the PRESIDENT/CEO is the only one…See More
yesterday

Forum

Financial/QuickBooks protections in Weblink 2 Replies

Started by Monika Zuluaga in Reports. Last reply by Monika Zuluaga 9 hours ago.

Member Portal - best practices 6 Replies

Started by Anne Marie Boger in Best Practices for Managing Members. Last reply by Anne Marie Boger on Monday.

Number of key words

Started by Lindsay Walker-Chiarelli in Communications Jan 14.

Change Order of Scrolling Sponsor Logos 2 Replies

Started by Cheri Weinke in Communications. Last reply by Cheri Weinke Jan 12.

Renewal Thanks Email 2 Replies

Started by Terri ONeal in Best Practices for Managing Members. Last reply by Terri ONeal Jan 5.

Attendee Email Address 2 Replies

Started by Karen Bowden in Reports. Last reply by Karen Bowden Dec 30, 2015.

Running a foundation through Weblink 1 Reply

Started by Katie Allison in Miscellaneous. Last reply by Nealy Wheat Dec 30, 2015.

Retention Rate for First Year Members Only

Started by Marni Rogers in Reports Dec 14, 2015.

Retention Rate for First Year Members Only

Started by Marni Rogers in Reports Dec 14, 2015.

 
 
 

Members

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