Popular Articles

51. How to run Form 990 and CHAR 500 reports

    Last Updated: 09/03/2026 in Reports & Insights
    HelpOne can produce the figures you need for IRS Form 990 and New York Form CHAR 500 from the records you already keep: donations, expenses, restricted funds, and volunteer hours. ## Steps - Go to Reports & Insights (or Finances, then Reports)....

52. How to check in volunteers at an event

    Last Updated: 08/15/2026 in Events
    Check in volunteers at an event in HelpOne.

53. How to add new equipment or IT assets

    Last Updated: 08/15/2026 in IT Assets & Equipment
    Add a new piece of equipment or IT asset in HelpOne.

54. How to track equipment assignments and returns

    Last Updated: 08/15/2026 in IT Assets & Equipment
    Assign equipment to people and track returns in HelpOne.

55. How to run onboarding for a new hire

    Last Updated: 09/02/2026 in HR & Staff
    Onboarding in HelpOne collects the forms, policies, and training a new staff member needs in one place. Steps Open the staff record. Start Onboarding or attach an onboarding checklist if your organization has a template. Assign any required pol...

56. How to track training progress

    Last Updated: 09/02/2026 in Training
    Steps Go to Training, then Progress or the training dashboard. Filter by course, person, or due date. Open a row to see who is complete, in progress, or overdue. Use this before events that require certifications, or before year-end compliance...

57. How to process a donation payment

    Last Updated: 09/02/2026 in Payments
    Donations can be recorded and paid inside HelpOne. You do not need a separate processor login for standard gifts. Steps Open the donor or create the donation record. Choose the amount, fund or campaign, and payment method. Process the payment. ...

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