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Drill Down (summary → detail) Understand what makes up a total number Drill Transaction (to Sage data) View underlying transactions See notes/comments tied to entries This is your primary tool for investigation and transparency ...
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Where to input Only edit blue cells How to input Type values directly OR use Excel formulas When done, click: “Save Data to Vena” Critical rule: If you don’t click “Save Data to Vena,” your updates will NOT be saved Formulas sav...
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What you’ll see: Chart of accounts structure (Revenue, Expenses, etc.) Data aligned to your region/location Columns including: Prior year (if available) Current year actuals (from Sage) Budget Budget remaining Reforecast (if applicabl...
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Click “Input Data” Download the Excel file Open it and: Accept the Vena add-in (first time only) Select your region (auto-filled for most users) Good to know: No software installation required Works on PC, Mac (Excel 365 required),...
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Please note: only Regional Treasurers have access to Vena Step 1: Log in Go to: Vena.io Use your credentials from the password activation email If you didn’t receive access, contact: finance@hbanet.org Step 2: Land on the Task Pane O...
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The HBA Resource Center is an ever-evolving knowledge base that houses all of the HBA's non-proprietary volunteer resources. Here you will find tools, templates, resources, how-to articles, policies, and so much more! In 2026, the HBA Resource Ce...
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The HBA is happy to provide Regional SharePoint for our member leaders to provide a collaborative working space across the organization. When approved for your role, you receive an automated notification of access, or you can access your region's ...
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The CEO Request Form is used to formally request the participation of the HBA CEO in an HBA-sanctioned event. Submission of this form does not guarantee availability or approval. Important guidelines: CEO participation reques...
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The HBA has created a video of testimonials which can be used to help market the value of membership. The video is available on the HBA Youtube channel for use at events. You can also view the video directly here: Your browser does not sup...
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Volunteer Recruitment and Onboarding Leverage your existing volunteers as mouthpieces: word of mouth is the most effective volunteer recruitment tactic! 3/6/9 Month check-in with newly placed volunteers: assess if placement is a good fit, next ...