System Check Writing and 1099’s

Print A/P Checks, G/L Checks, and 1099’s.

Purchase Orders

Create and Print Purchase Orders, Work with Encumbrances.

Budgets

Set up and Process Budgets, Budget Names, and Budget Reports.

System Filters and Groupings

Filters, Sequences, Row Groupings.

Financial Statements

Revenue & Expense, Balance Sheet, and FASB Reports.

Custom Reporting (Part 1)

Create Custom Reports and Report Groupings.

Custom Reporting (Part 2)

Trial Balance, General Ledger, Aging, Transaction Journals, and Financial Statements.

System Donor Basics

Login, Users, Menus, QAT, Lists, TDI, Report Screens, and Major Components of a Donor.

Gifts

Create Gifts, Campaign, Appeal, Sub-Appeal, Accounting Integration, and Other Gift Features.

Pledges

Create Pledges, Pledge Payments, Accounting Integration, and Pledge Adjustments.

Views

Design Views, Operators, and Examples.

System Donor Reports

Customize Donor Reports, Donor Relationships, LYBUNT, SYBUNT, Giving History, and Giving Comparison.

Giving Reports

Customize Gift Reports, Customize Pledge Reports, and Unfulfilled Pledges.

Mail Merge

Create Mail Merge, General Mailings, and Other Merges.

Emails, Envelopes & Labels

Mail Merge Emails, Envelopes, and Labels.

Setup

Receivers, Payers, Services Codes, Billing Groups, and Other Supporting Databases.

Claim Creation

Adding Manual Claims, Auto-Create Claims, Memorizing Claims, Leaves/Authorizations, and Global Holidays.

Processing Claims

How to Create Billing Files, Accounting Integration, and HIPAA File Management.

Processing Remittances

Importing 999s, Processing 835s, Resetting a Claim to Submitted, Adding Voids/Adjustments, Claim History Tab, Insurance Tab, and Other Info Tab.

Reports

Claim Reports, Client Reports, and HIPAA Related Accounting Reports.