Popular Articles

21. How to log in and navigate HelpOne

    Last Updated: 08/15/2026 in Getting Started
    Learn how to log in to HelpOne and navigate the main sections of the platform.

22. Understanding the main dashboard

    Last Updated: 08/15/2026 in Getting Started
    Understand the HelpOne main dashboard and how to customize the widgets you see.

23. Best practices for data hygiene

    Last Updated: 08/15/2026 in Getting Started
    Best practices for keeping clean, accurate data in HelpOne.

24. Overview of available integrations

    Last Updated: 08/15/2026 in Integrations
    Overview of integrations available with HelpOne.

25. Working with purchase orders

    Last Updated: 08/15/2026 in IT Assets & Equipment
    Create and manage purchase orders in HelpOne (if used by your organization).

26. Basic reporting overview

    Last Updated: 08/15/2026 in Reports & Insights
    Overview of reports available in HelpOne and how to use them.

27. Understanding the audit log and activity history

    Last Updated: 09/02/2026 in Users, Permissions & Settings
    Understand and use the audit log / activity history in HelpOne.

28. How to record a donation

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    Step-by-step guide to recording a donation in HelpOne.

29. How to record a pledge

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    How to record a pledge or commitment in HelpOne.

30. How to add and track an expense

    Last Updated: 08/15/2026 in Finance & Expenses
    How to add and track an expense in HelpOne.

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