Table of Contents. Getting Started...1. Chart of Accounts...1. Sales Tax...3. Setting Up Sales Tax the big picture... 3

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Table of Contents. Getting Started...1. Chart of Accounts...1. Sales Tax...3. Setting Up Sales Tax the big picture... 3"

Transcription

1 Table of Contents Table of Contents Getting Started...1 Chart of Accounts...1 Sales Tax...3 Setting Up Sales Tax the big picture... 3 Using Sales Tax the big picture... 4 Create individual tax items... 4 Assign Individual Tax Items to a Tax Set... 6 Ensure that the Non Tax Set has no tax assigned... 8 Fees and Dues... 9 Modify or create fees and dues items... 9 Searching the Fee items list Edit pricing - when pricing is the same for all members Edit pricing when pricing is varied between members Modify the members associated with a Fee Item...16 Tiered Dues Billing...17 Setup Members Account Setup Basic Member Account Features Assign Fee Items to a Member Account Assign Fee Item in Date Range (Plus edition or greater) Assign Bundled Fee Item (Plus edition or greater) View report of all assigned membership fee items Select Billing Preferences Modify Payment Methods Set Payment Method Defaults Set Defaults for Payments and Deposits Modify Payment Terms Modify Customer Messages Invoice Templates...29 Table of Contents- i

2 Table of Contents To select a default template Include your logo on template Template Options Edit an Invoice Template Add Renewal Period to an Invoice Template Transaction Classes Create Transaction Classes...34 Assign Transaction Classes to Transactions...35 Create Recurring Member Invoices...37 Create Batch of Recurring Invoices Return to an invoice batch...41 Reprint/ a single invoice View an invoice Place invoice(s) back on the To be Printed/ ed List...44 Print/ All Undelivered Invoices Payments, Sales Receipts, Credits, and Deposits...45 Selecting the Payment and Receipt Deposit To Account... Selecting the Payment and Receipt Deposit To Account Payments Receive Payments Associated Payment reports Sales Receipts...51 Create a Sales Receipt...51 Associated Sales Receipt Reports Credits...53 Create a Credit...53 Apply a Credit Before Payment is Received Apply a Credit When Payment is Received Associated Credit reports...56 Deposits ii - Table of Contents

3 Table of Contents Make a deposit...57 Associated Deposit reports Write-off Balance Refunds...61 Discounts Assign Discount Before Payment is Received Assign Discount When Payment is Received Delete a Discount...64 Reprint Invoices, Statements, and Reports...65 Reprint Invoices Create Statements...66 Billing Reports...68 Print Collection Letters, Thank yous, and Notifications...69 Notification letters Collection Letters Thank you Letters...72 Edit Letter Templates Group Billing Create Group Fee Item Assign Group Fee Item Assign a fee from in the Groups module Assign a fee from the Setup module Set Unique Billing Amounts for Individuals...79 Create Invoices for a Group Create Invoices from the Groups module...80 Create Invoices from the Billing module (for Annual, Semi-Annual, Quarterly, or Monthly only)...82 Lookup batch from previous recurring Group Billing Event Billing Setup Event Billing Create and modify event fee items Table of Contents- iii

4 Table of Contents Fee Item fields Set Billing Preferences...86 Event Discounts Create Event Invoices Create event invoices (from the Events module) Create event invoices (from the Billing module)...88 Return to an Event Invoice Batch...89 Print Sales Receipts Credit Card Sales Receipts Cash Sales Receipts...90 Credit Card Processing (CM Plus only) Event Registration CM Billing Online Membership Application CM Billing...95 Member Bill Pay CM Billing Export to QuickBooks, Peachtree or Other Program Getting started Testing it out Exporting QuickBooks import Peachtree Import Export Tips and Info Journal Entry Export Accrual Basis vs. Cash Basis Selecting Appropriate Deposit Option on Export screen Run Member Update Activity Report Apply Payments to Open Amounts in QuickBooks iv - Table of Contents

5 This Billing section is designed to assist in the setup and daily activities of staff/employees who use the native integrated billing solution. Getting Started provides staff with the details on setting up the selections required for using the Billing module. Recurring Member Invoices explains the steps required to create the regular invoices for membership - annual, semi-annual, quarterly, and/or monthly invoices. Payments, Sales Receipt, Credits, and Deposits contains steps and tips for receiving payment, crating sales receipts, applying credits, and making deposits. Writeoffs and Discounts are also covered. Print Collection Letters, Thank yous, and Notifications explains options for printing pre-defined or self-defined letters to specific members based on your own set of criteria. Statements and Reports provides a foundation for delivering statements and accessing the multitude of reports available. Group Billing explains how to bill individuals within a Group. Event Billing contains steps for setting up Event fees and create event invoices. Credit Card Processing explains steps to implement credit card payment into event registration, online membership applications, and member bill pay. Export to QuickBooks or other program will explain the initial items to check, how to run a trial export, and give tips and instruction for exporting on a regular basis. Getting Started If you are new to ChamberMaster s Billing, information may have been imported from your previous billing solution. If so, you may want to check your beginning balances and other pertinent information for each member to ensure that your data is correct. If no billing information has been imported, each member will have a starting balance of $0. The next invoicing done from ChamberMaster will start their account. In either case, begin by creating or double-checking your Chart of Accounts and setting up the desired selections for Membership Fees, Payment Terms, Payment Methods, Customer Messages, and Sales Tax options. Check beginning balances and fee assignments by viewing the Member Balance Summary report in the Billing module on the Reports tab Chart of Accounts If not imported from your data, the default Chart of Accounts will include only three selections: Accounts Receivable, Membership Dues (income), and Sales Tax (liability). Create or modify these accounts as desired. Modify Chart of Accounts Administrator level permissions are needed to modify the items in the Setup menu. - 1

6 1. Click Setup in the left-hand menu. 2. Click Chart of Accounts in the Billing area. Figure 1-1 Default Chart of Accounts 3. The current Chart of Accounts will display. a. To create a new account, click Add Account and complete the next window. See Figure 1-2. Note: Chart of Accounts names created by users who intend to export transactions to PeachTree should name their accounts here with the Peachtree Account ID (numeric value) instead of the Account name. Figure 1-2 Create a New Account b. To remove an account, click the title of the Account in the Account Name column and then click Delete. c. To modify an account, click the title of the Account in the Account Name column; make desired changes and then click Save. Account Type selections: 2 -

7 Selecting Undeposited Payments Account You may designate an account from your chart of accounts to hold undeposited payments and sales receipts. You may also choose the default placeholder account Undeposited Funds instead of choosing a specific account. This is selection is especially helpful for those exporting to Peachtree. 1. Click Setup in the left-hand menu. 2. Click Chart of Accounts in the Billing area. 3. Select the appropriate Undeposited Payment Account. Peachtree users: Within Peachtree create a new chart of account item for undeposited funds. Go to Lists, Chart of Accounts, New. The Account ID field is what needs to match the ChamberMaster Chart of Account Account Name field. Once this has been created in both Peachtree and ChamberMaster, go into the Chart of Account list in ChamberMaster and set that account as the Undeposited Payment Account. Once this has been completed, Payments and deposits will flow through to Peachtree in the Journal Entry Export. Sales Tax If any Fee Items will require sales tax, modify the sales tax sets and items as desired. This can be done at any time prior to using them on an invoice. Setting Up Sales Tax the big picture Create all the individual sales tax items first. For instance, if you will have local, state, and county taxes, you can create a separate tax item for each one of these which allows you to view the breakdown of the taxes by the collecting agency when running the Sales Tax Summary report. - 3

8 Next, put these individual tax items into a Tax Set. Then assign this Tax Set to the desired Fee Items when creating your Fee Items. Assign the Non tax set to any Fee Items that should not be taxed. Additional Tax Sets may be created if necessary. Often just having a Tax and Non tax set is all that is needed. Exceptions might be if invoices are created for locations with different tax rates. Naming the Tax Set by the location would be appropriate in this case. i.e. Lincoln County Tax set, Lancaster County Tax set The Non tax set is defaulted to have no tax amounts assigned. To make sure that this is still true, click Non in the Tax Set List to select it. (It will display in purple to indicate that it is selected). Then make sure that no Tax Item Names are selected in the Tax Set Details below. Each check box should be blank. Using Sales Tax the big picture If the Tax tax set is selected at the top of the invoice (see Figure 1-3), then any invoiced Fee Items with an assigned Tax tax set will be invoiced with the tax applied. Non-tax Fee Items will be invoiced without being taxed even on the same invoice as taxed items. If the Non tax set is selected at the top of the invoice, then none of the invoiced items will be taxed even if the invoiced Fee Item is assigned a Tax Set. Figure 1-3 An Invoice that includes taxed items Create individual tax items 1. Click Setup in the left-hand menu. 2. Click Sales Tax in the Billing area. 3. All Tax Sets and all individual Tax Items will display. 4 -

9 Figure 1-4 Sales Tax window 4. Click Manage Tax Items at the bottom of the window. - 5

10 Figure 1-5 Modifying Sales Tax items a. To simply add a single tax rate to the existing default Sales Tax item, click Sales Tax in the Tax Item Name column. See Figure 1-5. Type the desired Tax Rate and modify any other desired fields. See Figure 1-6. Click Save & Exit. Figure 1-6 Editing Sales Tax item b. To add a new tax item, click New Tax Item. See Figure 1-5. Complete the fields as desired. See Figure 1-6. Click Save & Exit. 5. Click Manage tax item sets to return to the initial Sales Tax window. Assign Individual Tax Items to a Tax Set Click Setup in the left-hand menu. Click Sales Tax in the Billing area. All Tax Sets and all individual Tax Items will display. Click the title of the Tax Set that you wish to modify. (Most likely you will be modifying the Tax tax set.) The selected Tax Set will display in a purple color. 6 -

11 Figure 1-7 Editing the Tax Set 5. Click to select the check boxes of the desired individual tax items that you wish to include in this Tax Set. - 7

12 Figure 1-8 Selecting individual tax items 6. Click Save Tax Set. Ensure that the Non Tax Set has no tax assigned Click Setup in the left-hand menu. Click Sales Tax in the Billing area. All Tax Sets and all individual Tax Items will display. Click the title of the Non Tax Set. The Non Tax Set will display in a purple color. See Figure

13 Figure 1-9 Non Tax Set selected with no taxes assigned 5. Make sure that no check boxes are selected in the Included Tax Items list as shown in Figure 1-9. Fees and Dues Membership fees/dues and all other fee items are created in the Fee Items List. Administrator level permissions are required to perform these tasks. Modify fees and dues items Edit pricing - when pricing is the same for all members Edit pricing when pricing is varied between members Modify the members associated with a Fee Item Tiered Dues Billing Modify or create fees and dues items 1. Click Setup in the left-hand menu. 2. Click Fee Items List in the Billing area. - 9

14 3. The current list of Fee Items display under the List Options filter. a. To add a new item, click Add Fee Item (This option is found either in the List Options area or at the bottom of the Fee Items List.). Complete the fields in the New Fee Item window, selecting to create either a Regular Fee Item or a Bundled Fee Item. See Fee Item fields for field descriptions and definitions. b. To remove a fee item, click the x at the end of the unwanted fee item. c. To modify an item, click the title of the fee item in the Fee Item Name column, make desired changes and then click Save. Note: Changes made by clicking the Fee Item name only affect new members assigned to this fee item. To modify pricing and descriptions for members that have already been assigned to this fee item, click Edit Pricing on the Fee Items List in the Fee Amount column of the desired fee. Fee Item fields Regular Fee or Bundled Fee: Select Bundled Fee if your fee is comprised of two or more regular fees and you would like only the Fee Item Name (not the individual items) to display on your member invoices. Then add the individual regular fee items to create your bundle. Available only for those with Plus edition or greater. Bundled Fees are typically used for those offering a tiered dues membership. Bundled fees allow the ability to include a single line item on an invoice but report to multiple income accounts for internal bookkeeping. Once a Bundled Fee is assigned to a member, then a Bundled Fee Tracking link will be available under Members->Account tab>membership Fees and Dues where you may record the use of the individual items that comprise the bundle. 10 -

15 Figure 1-10 New Fee Item window Regular Fee - 11

16 Figure 1-10a New Fee Item window Bundled Fee example Fee Item Name: Title for the fee item; will be used by default to identify the fee item on a member s account Description: Further description of the fee item that displays on the invoice by default (may be modified on each member account) Account: Select the desired account from your list of Chart of Accounts. (Not available when creating a Bundled Fee.) Sales Tax: Select whether this item should be taxed or not; if proper tax amounts are not displayed, modify this item by selecting Sales Tax from the Setup module. (Not available when creating a Bundled Fee.) Price: Type the desired fee item amount the annual amount or one-time price. The price on a Bundled Fee will be determined by the combined price of the individual items. Item Type: Select Member Fees and Dues 12 -

17 Event Fees available in the Events module (not available when creating a Bundled Fee) Group Fees available in the Groups module Status: Select Active or Inactive (only Active items may be billed). Fee Items, when set to inactive, will present options to either remove the fee from the member or remain on the member account. Inactive fees on a member account will not be billed. Frequency: Select desired default frequency (available only if Member Fees and Dues item type is selected). Annual, Semi-annual, Quarterly, Monthly, One-Time. This selection may be changed on each members account as desired. Collection Basis: Select Cash or Accrual (Not available when creating a Bundled Fee.) Voluntary: If desired, click Treat this fee as voluntary. (Not available when creating a Bundled Fee.) Note: Unpaid voluntary fees do not count against a member's account balance and are not automatically included on billing statements. Items (available only when creating a Bundled Fee) After selecting Bundled Fee, you ll be able to select the individual fee items that should be included in this bundle by selecting fees from the Item drop-down list. Fee Items included the Item drop-down list include all Regular active fee items. Select the first item and type the desired price associated with that item, which will be recorded on the associated income account when this fee is invoiced. Click Add Item to include additional items in this bundle. The Account, Sales Tax assignment, and Collection Basis designation originally selected for each item is used when this Bundled Fee is invoiced. Searching the Fee items list 1. When viewing the Fee Items List, make the desired selection in the list options. See Figure 1-11 and Chart 1-2 below. 2. Click Refresh List. 3. Fee Items that match the specified filter will display. 4. Click Reset Options to return to default list of Fee Items. Figure 1-11 Fee Items List Options List Options Selections Item Type: Allows you to filter the list based on the type of fee; Member Fees & Dues, Group Fees, and Event fees. - 13

18 Collection Basis: Allows you to filter the list based on Cash or Accrual basis fees. Hide inactive fee items: By default only active ChamberMaster fees will be displayed. Remove the mark to see all fees. Count only active members/events: By default only active members/events are displayed. To see the total number of associations related to a fee, remove the check mark in the box. Refresh List: Click on this button after choosing an item type and/or collection basis option to display the listings. You will also need to click on this button after adding or removing check marks next to display options. Print List: This button allows you to print the list as it is filtered on your screen. Add Fee Items: This option allows you to add additional fees to the ChamberMaster billing module. This will be discussed in greater detail in a section below. Reset Option: Clicking this option will change all list options to the default settings. Chart 1-2 List Option selections Edit pricing - when pricing is the same for all members When modifying a Fee Item by clicking the Fee Item title, changes are made only for those that will be newly assigned to this Fee Item. If members are already assigned to this Fee Item, their Fee Item information is updated in a separate step. Follow steps here to update prices for existing members Click Setup in the left-hand menu bar. Click the Fee Items tab. Click Edit Pricing in the Fee Amount column for the item that you desire to change. Make desired pricing changes in the Fee Item Pricing area. See Figure 1-12 for more details. Click Save Changes. 14 -

19 FIGURE 1-12 Edit pricing Edit pricing when pricing is varied between members Click Setup in the left-hand menu bar. Click the Fee Items tab. Click Edit Pricing in the Fee Amount column for the item that you desire to change. Click Change All Rates. Select Percentage or Flat Amount and make desired changes. See Figure 1-13 below. Click Save Changes. - 15

20 Figure 1-13 Change All Rates selections Modify the members associated with a Fee Item 1. In the Setup module, click Fee Items List. 2. Click quantity of members in the Associations column of the desired Fee Item that should be modified. Figure 1-14 Edit Member Associations 3. Make desired changes and click Save Changes. 16 -

21 Tiered Dues Billing Many associations are moving to a system of membership billing that is referred to as a tiered dues model, which is a way of packaging membership dues based on member involvement instead of based on employee counts or business type. These packages often include pre-paid event tickets, advertisement and sponsorship opportunities, and itemized benefits. The member will benefit in knowing the total cost of their membership upfront and it is easier for them to see what value the association brings to them by choosing their package based on their desired involvement. Read this article from ACCE discussing this tiered dues model. Our native integrated billing solution handles this tiered dues model using a combination of unique tools, created specifically to fill the need for tiered dues billing. Big-picture steps for handling tiered dues 1. Create a membership type for each of your tiers. (Recommended if events are included in your tiers) 2. Create a bundled fee item for each of your tiers. 3. If events are included in your tiers, create an event discount by membership type for each identified event. (The discount should be for the same amount that is specified within the bundled fee.) 4. Assign the appropriate bundled fee item(s) to your members. 5. Remove any previous membership dues from their account (if applicable) 6. Invoice your members this bundled fee using the same process you ve always used for invoicing membership dues. Note: The invoice will display the title of the Bundled Fee (not the individual items) but your internal bookkeeping records will report back to the income accounts that are associated with each item in the bundle. 7. When the member uses their benefits, record their use on the members account for your record-keeping. Tracking Tiered Due Usage Once a bundled fee is assigned to a member, then there will be a Bundled Fee Tracking link available under Members->Account tab->membership Fees and Dues area where you may record the use of the individual items that comprise the bundle Click Members in the left-hand menu and select the desired member. Click the Account tab. Open the Membership Fees and Dues area. Make sure that a Bundled Fee Item is assigned to this member. (This is what triggers the Bundled Fee Tracking button to appear.) Click Bundled Fee Tracking button. The list of items that are currently assigned to this member will display in the top part of the window (Monthly Newsletter Recognition shown below). Enter the Quantity Used, the Date Used, and Comments. Click Track Usage. The information will appear down in the Bundled Fee Usage section at the bottom of the window. Note: The Bundled Fee Usage will remain available even if the Bundled Fee item is no longer on the Members Account. - 17

22 Setup Members Account Fee items must be assigned to a member s account in order to be included in the recurring invoices. When assigning the fee item, a frequency must be specified as well. A frequency of anything other than One Time will indicate that this fee item will be included when recurring invoices are created. The fee amount must be specified as the annual amount and then ChamberMaster will divide the amount appropriately based on the frequency. For instance, an annual amount specified of $600 with a Renewal Month of January, would automatically generate a $150 invoice in January, April, July, and September. 18 -

23 Figure 2-1 Members Account tab Setup Basic Member Account Features 1. Click Members in the left-hand menu and select the desired member. 2. Click the Account tab. 3. In the General Information area, make the desired selections for Billing Contact, Renewal Month, and Contact Preference. Optional: Billing Notes, Sales Tax Set, Account Name/ID, and ACH. 4. Click Save. Billing Contact: Click change billing rep or remove billing rep. If desired Billing Rep name does not display as a possible selection, click the Reps tab, click Add a New Rep. Complete Add a New Rep fields and click Save & Exit. Then return to the Account tab and complete desired selections. Billing Notes: (Optional) These comments display on the Account tab and are for internal purposes only; they do not display on the invoice nor is the member able to view them. Renewal Month: Select the starting month that billing should begin. If using ChamberMaster Plus, this is the default month but each assigned fee item can have a separate renewal month designated. If using ChamberMaster Standard, the Renewal Month designation here is applied to all assigned fee items. Contact Preference: Specify the default preference for invoice delivery: Print, , Both. This selection will be pre-selected as the Delivery Method when transactions are created for this member. The member may also change this when logged into their Member Information Center under Business Information. - 19

24 Sales Tax Set: (Optional) Select the desired Tax Set if tax sets are going to be used. Non-profit organizations would often have the Non tax set selected (i.e. they would not be taxed even if items would typically be taxable). Other organizations would often have the Tax tax set selected. Account Name/ID: (Optional) Indicate any associated account name or ID of your choosing. Click Use Member ID if desired, which will populate the Account Name/ID field with unique Member ID. ACH: (Optional) If the member is allowing automatic bank drafts (Automatic Clearing House), type the appropriate account information. These fields are simply recording information; the actual transaction must be setup with your bank. Assign Fee Items to a Member Account 1. Click Members in the left-hand menu and select the desired member. 2. Click the Account tab. 3. In the Membership Fees and Dues area, click Assign Fee Items. Figure 2-2 Membership Fees & Dues area 4. Complete the Assign a Member Fee Item fields. To make sure this fee item is included in the recurring invoice batch, set the Billing Cycle to a frequency of Annual, Semi-Annual, Quarterly, or Monthly. In the Standard edition or below, fee item frequency starts on the Renewal Month specified on the Members account and does not have an option within each fee assignment for a different month as shown in Figure 2-3. See Figure 2-4 for Fee Item fields included in Standard edition or below. If the Status on a Fee Item is set to Active in Date Range,(only available with ChamberMaster Plus) an option is available to place a start date and expiration on a fee item. See Assign Fee Item in Date Range. 20 -

25 Figure 2-3 Assign a Member Fee Item fields (Plus edition or greater) 5. Click Save & Exit. Note: In the Standard edition or below, fee item frequency starts on the Renewal Month specified on the Members account and does not have an option within each fee assignment for a different month. See Figure 2-4 for ChamberMaster Standard Fee Item fields. Figure 2-4 Assign a Member Fee Item fields (Standard edition or below) Note: The Next Billed column in the Membership Fees and Dues area reflects the name of the monthly batch that this fee/due will be included in or already has been included in. This column will automatically display the next billing month when the current date passes that month. For instance, if the current date is February 2011 and a fee/due is set to be billed in February 2011, the Next Billed column will display February 2011 until March 1, 2011; then it will automatically switch and display February To see if a particular fee/due has been billed, refer to the transactions displayed in the Transaction History area. Assign Fee Item in Date Range (Plus edition or greater) While creating or modifying a Fee Item assignment on a Member s account, a Status of Active in Date Range may be specified. This will allow a start date and expiration date to be assigned to this particular Fee Item. - 21

26 In Figure 2-5 below, a Membership Plus Pak fee of $10 will be billed each month starting March 2010 with the final billing in December The total amount billed for this fee item during the year 2010 would be $100. Figure 2-5 Fee Item with Date Range assigned (Plus edition or greater) Assign Bundled Fee Item (Plus edition or greater) Bundled Fees are typically used for those offering a tiered dues membership. Bundled fees allow the ability to include a single line item on an invoice but report to multiple income accounts for internal bookkeeping. Bundled Fee items must first be created under Setup->Fee Items List. Then this fee is assigned to the Members Account and is invoiced like any other fee item. To assign a bundled fee to a member 1. Click Members in the left-hand menu and select the desired member. 2. Click the Account tab. 3. In the Membership Fees and Dues area, click Assign Fee Items. Figure Membership Fees & Dues area 4. Complete the Assign a Member Fee Item fields making sure to select a Bundled Fee item from the Fee Item Type drop-down list. 22 -

27 To view a list of available Bundled Fee items, select Setup->Fee Items List and note the phrase Bundled Fee that will display in the Account column. To create a new bundled fee, click Add Fee Items under Setup->Fee Items List. To make sure this fee item is included in the recurring invoice batch, set the Billing Cycle to a frequency of Annual, Semi-Annual, Quarterly, or Monthly. 5. Click Save & Exit. 6. Once saved, a Bundled Fee Tracking button will immediately appear in the Membership Fees and Dues area where you may record the date and quantity used with comments for each individual bundled item. If the bundled fee item is removed from the member account, the Bundled Fee Tracking button will remain if there was any history recorded on the account. View report of all assigned membership fee items 1. Click Billing in the left-hand menu. 2. Click the Reports tab. 3. Click Membership Renewals in the Executive section. - 23

28 Figure 2-5 Billing Reports 4. The Membership Renewals filter options window will display. Make the desired selections, click Refresh Report. Note: to view all assigned membership fee items, set the filter options as displayed in Figure 2-6 below. 24 -

29 Figure 2-6 Filter options to view all assigned membership fees 5. Your report will display for viewing purposes. Click Print Report, Print PDF, or Download Report for other output options of the same report. To sort the report on columns, click Download Report and open in Microsoft Excel. Then use Excel commands to sort and organize. Tip: Make sure to select AutoFit Row Height and AutoFit Column Width so that you are viewing all the downloaded data. In Excel 2007, these choices are on the Home tab in Cells group. Click Format. Note: if any of your members do not have a Renewal Month assigned on the Account tab of their record, your screen will display a selection similar to Figure 2-7. Assign a Renewal Month to these members by clicking View/ Edit members with no renewal month. Figure 2-7 Members with no renewal month assigned Example of members that do not have fee items assigned yet. Example of member that has multiple fees assigned. Figure 2-8 Member with multiple fees assigned Multiple fees may be assigned to a member but is highlighted here as an example in case this was not intended. - 25

ChamberMaster - QuickBooks Guide

ChamberMaster - QuickBooks Guide ChamberMaster - QuickBooks Guide CHAMBERMASTER ChamberMaster QuickBooks Guide ChamberMaster A Division of MicroNet, Inc. 14391 Edgewood Drive Baxter MN 56425 218.825.9200 800.825.9171 support@chambermaster.com

More information

How QuickBooks desktop edition features and data are translated into QuickBooks Online: Legend Customers Vendors Employees Banking Lists

How QuickBooks desktop edition features and data are translated into QuickBooks Online: Legend Customers Vendors Employees Banking Lists This is a reprint from the help menu of the QuickBooks Online Edition. Page 1 of 10 If you are planning on switching from the desktop edition, this is an important document to read in its entirety. Visit

More information

CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE. Getting Started. version 2007.x.x

CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE. Getting Started. version 2007.x.x CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Getting Started version 2007.x.x TL 20746 (06/09/09) Copyright Information Text copyright 1997 2009 by Thomson Reuters/Tax & Accounting. All rights reserved.

More information

Brenda Lundeen ChamberMaster

Brenda Lundeen ChamberMaster Brenda Lundeen ChamberMaster Keeping QB & CM up-to-date with membership data updates Generate recurring invoices Create event and one-time invoices Manage member fees & dues 1 1 ½ hour in length Please

More information

03_Events Trainingv3 1

03_Events Trainingv3 1 03_Events Trainingv3 1 Publish Event You can publish some information about your content before you have set up all the details. In this way, people can learn about the event on your website prior to registrations

More information

CRM CUSTOMER RELATIONSHIP MANAGEMENT

CRM CUSTOMER RELATIONSHIP MANAGEMENT CRM CUSTOMER RELATIONSHIP MANAGEMENT Customer Relationship Management is identifying, developing and retaining profitable customers to build lasting relationships and long-term financial success. The agrē

More information

QSalesData User Guide

QSalesData User Guide QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing

More information

Strategic Asset Tracking System User Guide

Strategic Asset Tracking System User Guide Strategic Asset Tracking System User Guide Contents 1 Overview 2 Web Application 2.1 Logging In 2.2 Navigation 2.3 Assets 2.3.1 Favorites 2.3.3 Purchasing 2.3.4 User Fields 2.3.5 History 2.3.6 Import Data

More information

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved.

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved. Table of Contents Logging In... 3 Changing Your Password... 4 Cash User Login Screen... 5 Navigation... 6 Account Access Page... 7 Account Activity Options... 8 Transactions... 9 Download... 10 Statements...

More information

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank. Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated November 2013 - TreasuryPro 3.8 Contents Welcome...

More information

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm Table of Contents Activity... 4 Chart Time Frame... 4 Listing Activity Chart... 4 View Price Activity Chart... 4 Archive... 4 Archive Contacts... 4 Unarchiving Contacts... 5 Assign Contacts... 5 Assigned

More information

Chapter A5: Creating client files and attaching bank accounts

Chapter A5: Creating client files and attaching bank accounts Chapter A5: Creating client files and attaching bank accounts This chapter is aimed at BankLink Administrators It covers the set up of your BankLink Practice clients. A BankLink Practice user needs BankLink

More information

Attaching Documents to Invoices in Accounts Payable 43 Viewing an invoice's details in Accounts Payable 44 Deleting an invoice in Accounts Payable 45

Attaching Documents to Invoices in Accounts Payable 43 Viewing an invoice's details in Accounts Payable 44 Deleting an invoice in Accounts Payable 45 Table of Contents Accounts Payable Overview 5 Accounts Payable - Startup Outline 6 Accounts Payable Procedures Outline 7 Daily/weekly procedures 7 Check printing procedures 7 Month-end procedures 7 Year-end

More information

Contact Manager HELP GUIDE

Contact Manager HELP GUIDE Contact Manager HELP GUIDE Monday Friday 8 am 7:30 pm, Saturday 9 am 5 pm, Sunday 9 am 1 pm Revised: June 3, 2014 Table of Contents Managing Contacts... 4 Create A New Contact... 4 Contact Name(s)... 4

More information

Credit Card Overview & Processing Guide entrée Version 3

Credit Card Overview & Processing Guide entrée Version 3 Credit Card Overview & Processing Guide entrée Version 3 2000-2016 NECS, Inc. All Rights Reserved. I entrée V3 Credit Card Processing Guide Table of Contents Chapter I V3 Credit Card Overview 1 1 Obtain...

More information

CLIENT BOOKKEEPING SOLUTION ACCOUNTS PAYABLE. Getting Started. version 2007.x.x

CLIENT BOOKKEEPING SOLUTION ACCOUNTS PAYABLE. Getting Started. version 2007.x.x CLIENT BOOKKEEPING SOLUTION ACCOUNTS PAYABLE Getting Started version 2007.x.x TL 20745 (06/08/09) Copyright Information Text copyright 1997 2009 by Thomson Reuters/Tax & Accounting. All rights reserved.

More information

Last Updated on 11/06/2008. www.jobprotech.com

Last Updated on 11/06/2008. www.jobprotech.com Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

STX Beacon User Guide Setup

STX Beacon User Guide Setup STX Beacon User Guide Setup Table of Contents 3 Setup Company 3 Setup Clients 6 Setup Appointments 9 Setup Service 12 Setup Inventory 14 Setup Packages 15 Setup Workers 22 Setup Tickets 23 Setup Emails

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Amicus Small Firm Accounting: Frequently Asked Questions

Amicus Small Firm Accounting: Frequently Asked Questions Amicus Small Firm Accounting: Frequently Asked Questions Questions Administration... 3 1 How do I add another user account? 3 2 How are passwords set up and how are they used? 3 3 What does "Reset User

More information

Event Management Do-It-Yourself User Guide

Event Management Do-It-Yourself User Guide ) Event Management Do-It-Yourself User Guide Last Revised 9/6/11 Version 1 Powered by TABLE OF CONTENTS MODULES: 3-74 ereg Module: 3-58 Event Info Tab 4-13 Categories Tab 14-16 Attendee Info Tab 17-19

More information

AppFolio Property Manager User Guide

AppFolio Property Manager User Guide AppFolio Property Manager User Guide January, 2010 AppFolio, Inc. 55 Castilian Dr. Goleta, CA 93117 805.617.2167 866.648.1536 info@appfolio.com sales@appfolio.com services@appfolio.com support@appfolio.com

More information

Memorized Transactions

Memorized Transactions CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Memorized Transactions version 2007.x.x TL 18206 (05/20/09) Copyright Information Text copyright 1997-2009 by Thomson Reuters/Tax & Accounting. All rights

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

County Accounting Manual. Accounts Receivables and Sales Receipts - Deposits

County Accounting Manual. Accounts Receivables and Sales Receipts - Deposits County Accounting Manual Accounts Receivables and Sales Receipts - Deposits Contents: Preferences Create Item Create Invoice Customize Invoice Template Customer Payments Apply Customer Discount Add Payment

More information

Microsoft Dynamics GP. Analytical Accounting

Microsoft Dynamics GP. Analytical Accounting Microsoft Dynamics GP Analytical Accounting Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

GP REPORTS VIEWER USER GUIDE

GP REPORTS VIEWER USER GUIDE GP Reports Viewer Dynamics GP Reporting Made Easy GP REPORTS VIEWER USER GUIDE For Dynamics GP Version 2015 (Build 5) Dynamics GP Version 2013 (Build 14) Dynamics GP Version 2010 (Build 65) Last updated

More information

Accounts Receivable Reference Guide

Accounts Receivable Reference Guide Last Updated: March 7, 2009 About this Guide This Guide is for use by SedonaOffice customers only. This guide is not meant to serve as an operating or training manual, its purpose is to provide an overview

More information

ACHieve Access 4.3 User Guide for Corporate Customers

ACHieve Access 4.3 User Guide for Corporate Customers ACHieve Access 4.3 User Guide for Corporate Customers January 2015 Citizens Bank 1 February 2015 Table of Contents SECTION 1: OVERVIEW... 4 Chapter 1: Introduction... 5 How to Use This Manual... 5 Overview

More information

QuickBooks Overview for Small Business

QuickBooks Overview for Small Business QuickBooks Overview for Small Business ENTREPRENURIAL SUMMIT March 3, 2011 Executive Director TFCE Presentation Objectives To discuss decisions that must be made before using QuickBooks To create a new

More information

Accounts Receivable WalkThrough

Accounts Receivable WalkThrough PRACTICE CS Accounts Receivable WalkThrough Version 2014.x.x TL 27675a 1/16/15 Copyright Information Text copyright 2004-2015 by Thomson Reuters. All rights reserved. Video display images copyright 2004-2015

More information

QuickBooks Credit Card Merchant Service May 18, 2015 revised

QuickBooks Credit Card Merchant Service May 18, 2015 revised May 18, 2015 revised Security Awareness link http://bblearn.missouri.edu Other resources: Signup for Swipe Reader Guidelines for Credit Card Swipe Reader What is the Merchant Service? The Merchant Service

More information

How to Add Users 1. 2.

How to Add Users 1. 2. Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's

More information

Intuit QuickBooks Certified User. Study Guide. succeed. www.certiport.com/quickbooks

Intuit QuickBooks Certified User. Study Guide. succeed. www.certiport.com/quickbooks Intuit QuickBooks Certified User Study Guide succeed www.certiport.com/quickbooks Businesses Standardize on QuickBooks Dear Test Candidate, In preparation for the QuickBooks Certified User exam, we ve

More information

Welcome to ComputerEase 10.0

Welcome to ComputerEase 10.0 Welcome to ComputerEase 10.0 This manual is designed to walk you through basic functions by ComputerEase Software, Inc. This manual will be a useful tool as you explore ComputerEase. If you have upgraded

More information

ServiceU Training Guide

ServiceU Training Guide ServiceU Training Guide Welcome to ServiceU Welcome to the ServiceU Advanced Administrator Training class. We are glad you are here, because we know that you will leave with a much greater understanding

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Knowledge Base. Table of Contents. Customers How Do I?

Knowledge Base. Table of Contents. Customers How Do I? Knowledge Base Table of Contents Customers How Do I? Set up a Customer?...2 Record a payment received from a customer?...5 Allocate the customer s payment to an order?...6 Deposit the customers payments?...8

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

Chapter 1 QuickBooks for Restaurants

Chapter 1 QuickBooks for Restaurants Chapter 1 QuickBooks for Restaurants Setting up QuickBooks for Restaurants Many restaurants can use QuickBooks very effectively for their back office work and for purchasing, bill paying, and payroll.

More information

FASTbook 5.0. Copyright 2004 Event Software

FASTbook 5.0. Copyright 2004 Event Software FASTbook 5.0 Copyright 2004 Event Software Invoicing FASTbook's Integrated Invoicing System by Event Software FASTbook Invoicing is intended to facilitate the needs of not only advanced, intensive FASTbook

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

Business Online Banking

Business Online Banking Business Online Banking User Guide Rev. 01/11 Table of Contents Logging In... 1 Viewing the Online Banking Agreement... 3 Changing Your Company Password... 4 Cash User Login Screen... 5 Changing Your Cash

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Studio Designer 80 Guide

Studio Designer 80 Guide Table Of Contents Introduction... 1 Installation... 3 Installation... 3 Getting started... 5 Enter your company information... 5 Enter employees... 6 Enter clients... 7 Enter vendors... 8 Customize the

More information

Chapter 8: BankLink Coding Reports, BankLink Notes

Chapter 8: BankLink Coding Reports, BankLink Notes Chapter 8: BankLink Coding Reports, BankLink Notes You can use the BankLink Coding Report to list transactions and send them to those clients who can assign the codes themselves. You can also produce a

More information

Hierarchy of a Standard PEO. Company

Hierarchy of a Standard PEO. Company Client Maintenance This section details the procedures necessary to create a PEO client and describes the fields and options that appear on the Client Maintenance window. For details on setting up an ASO

More information

Section 4. Mastering Folders

Section 4. Mastering Folders Section 4 Mastering Folders About This Section Section 3: Working with Receipts introduced you to the Receipts Grid area of the Receipt Organizer window (the lower of the two grids). In the Receipts Grid,

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

PORTAL ADMINISTRATION

PORTAL ADMINISTRATION 1 Portal Administration User s Guide PORTAL ADMINISTRATION GUIDE Page 1 2 Portal Administration User s Guide Table of Contents Introduction...5 Core Portal Framework Concepts...5 Key Items...5 Layouts...5

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

Rochester Institute of Technology. Oracle Training: Advanced Financial Application Training

Rochester Institute of Technology. Oracle Training: Advanced Financial Application Training Rochester Institute of Technology Oracle Training: Advanced Financial Application Training Table of Contents Introduction Lesson 1: Lesson 2: Lesson 3: Lesson 4: Creating Journal Entries using Excel Account

More information

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing! Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to

More information

A ribbon has replaced the Desktop toolbar. You still have access to the same features, but the new interface makes them easier to find.

A ribbon has replaced the Desktop toolbar. You still have access to the same features, but the new interface makes them easier to find. Sage 100 2016 What s New Global Enhancements New Product Key Required If you use the Payroll module, you must enter your new product key when installing Sage 100 2016. If you enter a product key obtained

More information

MyFaxCentral User Administration Guide

MyFaxCentral User Administration Guide faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

TheFinancialEdge. Reports Guide for Accounts Payable

TheFinancialEdge. Reports Guide for Accounts Payable TheFinancialEdge Reports Guide for Accounts Payable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Contents COMBO SCREEN FOR THEPATRON EDGE ONLINE...1 TICKET/EVENT BUNDLES...11 INDEX...71

Contents COMBO SCREEN FOR THEPATRON EDGE ONLINE...1 TICKET/EVENT BUNDLES...11 INDEX...71 Combo Screen Guide 092311 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

rbweb RB Web 8 online office for attorneys, paralegals and secretaries User Guide

rbweb RB Web 8 online office for attorneys, paralegals and secretaries User Guide rbweb RB Web 8 online office for attorneys, paralegals and secretaries User Guide Table of Contents Program Basics Logging in.... 1 Resetting password for security reasons.... 1 Navigating the site...

More information

TOPS PROFESSIONAL ACCOUNTS PAYABLE MANUAL. By TOPS Software, LLC Clearwater, FL

TOPS PROFESSIONAL ACCOUNTS PAYABLE MANUAL. By TOPS Software, LLC Clearwater, FL TOPS PROFESSIONAL ACCOUNTS PAYABLE MANUAL By TOPS Software, LLC Clearwater, FL Document History Version Edition Date Document Software Version 1 10-2011 TOPS-AP 10-10-11 Professional Version 4 Trademark

More information

OSP User Guide. 1 P a g e

OSP User Guide. 1 P a g e Online School Payments (OSP) User Guide February, 2014 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

Non-Profit Solution for Microsoft Dynamics CRM

Non-Profit Solution for Microsoft Dynamics CRM Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required

More information

Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header

Using Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header Using Webmail Technical Manual: User Guide Webmail is supported in the following browsers: Windows Internet Explorer 6, Internet Explorer 7, Firefox 2, and Firefox 3 Mac OSX Safari 2, Safari 3, Firefox

More information

Magento module Documentation

Magento module Documentation Table of contents 1 General... 4 1.1 Languages... 4 2 Installation... 4 2.1 Search module... 4 2.2 Installation in Magento... 6 2.3 Installation as a local package... 7 2.4 Uninstalling the module... 8

More information

Chapter 17 School Cash Catalog

Chapter 17 School Cash Catalog Chapter 17 School Cash Catalog In Palm Beach County, schools have the ability to accept online payments from parents, guardians, other relatives, and members of the public. Acceptable methods of payment

More information

6 Managing Bank Accounts

6 Managing Bank Accounts 6 Managing Bank Accounts The Bank Account Screen allows you to add and maintain information for WinCruise bank accounts, including bank contact and account information, General Ledger accounts, checks,

More information

Contents INDEX...61 ECRM...1

Contents INDEX...61 ECRM...1 ecrm Guide 111011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

User s Guide. Part II TABLE OF CONTENTS... 1 PART II: CURRENT PLUG-IN FEATURES... 2

User s Guide. Part II TABLE OF CONTENTS... 1 PART II: CURRENT PLUG-IN FEATURES... 2 CHARGE Anywhere Designed For Use with QuickBooks User s Guide Part II Table of Contents TABLE OF CONTENTS... 1 PART II: CURRENT PLUG-IN FEATURES... 2 PROCESSING TRANSACTIONS IN QUICKBOOKS... 5 Process

More information

Analyzing financial data

Analyzing financial data LESSON 9 Analyzing financial data 9 Lesson objectives, 240 Supporting materials, 238 Instructor preparation, 238 To start this lesson, 240 Reports and graphs help you understand your business, 241 Creating

More information

Table of Contents. Reports and Downloads Hot New Reports Event Name Tags with Logo Member Directory with Logos...

Table of Contents. Reports and Downloads Hot New Reports Event Name Tags with Logo Member Directory with Logos... Table of Contents Table of Contents... 1 Hot New Reports... 1 Event Name Tags with Logo... 2 Member Directory with Logos... 3 Member Longevity Report... 4 Hot Deals by Member and Date... 5 Create a Custom

More information

VEDATRAK CRM 2.1. User's Guide

VEDATRAK CRM 2.1. User's Guide VEDATRAK CRM 2.1 User's Guide 2 (C) 2006-2010 SUI SOLUTIONS. All rights reserved. 3 Contents Overview...9 System Requirements...11 Installation Notes...12 Vedatrak Basics...13 User Roles...13 System Administrator...13

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

Document Manager 2.0. Corporate Administrator Guide

Document Manager 2.0. Corporate Administrator Guide Document Manager 2.0 Corporate Administrator Guide Introduction to the Corporate Administrator Guide Document Manager 2.0 is the Web to Print ordering application for OfficeMax ImPress. Many features and

More information

HOW INTEGRATION WORKS...

HOW INTEGRATION WORKS... Contents INTRODUCTION... 1 How to Use This Guide... 1 Software Editions Supported... 2 HOW INTEGRATION WORKS... 3 INTEGRATION RULES... 4 SYNCHRONIZATION SETTINGS... 6 General Settings... 6 Send Settings...

More information

Unleash the Power of e-learning

Unleash the Power of e-learning Unleash the Power of e-learning Version 1.5 November 2011 Edition 2002-2011 Page2 Table of Contents ADMINISTRATOR MENU... 3 USER ACCOUNTS... 4 CREATING USER ACCOUNTS... 4 MODIFYING USER ACCOUNTS... 7 DELETING

More information

General Ledger Module

General Ledger Module PestPac Software General Ledger Module The General Ledger Module in PestPac allows certain transactions to be recorded and then be exported into a format that is compatible with your accounting software.

More information

Emdeon ecashiering Manual. February 22, 2010

Emdeon ecashiering Manual. February 22, 2010 Emdeon ecashiering Manual February 22, 2010 Purpose... 4 Objectives... 4 Special Symbol... 4 Introduction to Emdeon ecashiering... 5 ecashiering Access... 5 Suggested ecashiering System Roles... 5 ecashiering

More information

Checkout User Guide. Salesforce, Spring '12. @salesforcedocs

Checkout User Guide. Salesforce, Spring '12. @salesforcedocs Checkout User Guide Salesforce, Spring '12 @salesforcedocs Last updated: July 7, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Table of Contents Advanced ID Creator User Guide

Table of Contents Advanced ID Creator User Guide Advanced ID Creator User Guide Revision 8.0.3 Table of Contents Chapter 1 Introduction... 1-5 Special Features... 1-5 What s New?... 1-5 Chapter 2 Installing Advanced ID Creator... 2-7 Minimum System Requirements...

More information

Setup & Process Membership Applications

Setup & Process Membership Applications Setup & Process Membership Applications Brenda Lundeen MicroNet, Inc. ChamberMaster and MemberZone are services of MicroNet, Inc. micronetonline.com chambermaster.com memberzone.com Our session includes...

More information

Dispatch Software. Page 1 of 61

Dispatch Software. Page 1 of 61 Dispatch Software Page 1 of 61 Table of Contents Main Menu... 5 Dispatch File... 6 Search... 6 Modify Dispatch... 8 Drop Report... 11 Dispatch File Important Fields... 12 Accounting... 13 Search... 13

More information

PCLaw Tips & Tricks Best Practices

PCLaw Tips & Tricks Best Practices 2009 Practice Management Conference PCLaw Tips & Tricks Best Practices Presented by: Cindy Emmerson Affinity Consulting Group, LLC Naples, FL www.affinityconsulting.com www.affinityuniversity.com cemmerson@affinityconsulting.com

More information

Installation & Configuration Guide Professional Edition

Installation & Configuration Guide Professional Edition Installation & Configuration Guide Professional Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...

More information

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

FedEx Billing Online User Guide

FedEx Billing Online User Guide FedEx Billing Online User Guide Introduction FedEx Billing Online allows you to efficiently manage and pay your FedEx invoices online. It s free, easy and secure. FedEx Billing Online helps you streamline

More information

ClockWork Online Test Booking Manual. TechnoPro Computer Solutions Inc. 2013

ClockWork Online Test Booking Manual. TechnoPro Computer Solutions Inc. 2013 ClockWork Online Test Booking Manual TechnoPro Computer Solutions Inc. 2013 Table of Contents Scenario and Assumptions... 5 What are Your Test Centre Rules/Processes?... 6 Add a Test Booking Form for Assets...

More information

HOW INTEGRATION WORKS...

HOW INTEGRATION WORKS... Contents INTRODUCTION... 1 How to Use This Guide... 1 Software Editions Supported... 2 HOW INTEGRATION WORKS... 3 INTEGRATION RULES... 4 SYNCHRONIZATION SETTINGS... 6 General Settings... 6 Send Settings...

More information

Creating and Managing Online Surveys LEVEL 2

Creating and Managing Online Surveys LEVEL 2 Creating and Managing Online Surveys LEVEL 2 Accessing your online survey account 1. If you are logged into UNF s network, go to https://survey. You will automatically be logged in. 2. If you are not logged

More information

M4 Advanced Recurring Billing. User Guide

M4 Advanced Recurring Billing. User Guide M4 Advanced Recurring Billing User Guide Version 8.23 Last Updated: November 2009 Table of Contents Overview 4 Introduction 4 Summary of Features 4 Key Benefits 5 Installation / Maintenance 6 Software

More information

DIRECT PAYMENTS (ACH TRANSFER MODULE)

DIRECT PAYMENTS (ACH TRANSFER MODULE) DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

Email Receipting Guide. DonorPerfect Online

Email Receipting Guide. DonorPerfect Online Guide DonorPerfect Online SofterWare, Inc. DonorPerfect Online September 2010 Table of Contents Table of Contents INTRODUCTION...3 Choosing Email and/or Letter Receipting... 3 Workflow... 3 Regenerating

More information

ACCRUAL ACCOUNTING WORKFLOW

ACCRUAL ACCOUNTING WORKFLOW ACCRUAL ACCOUNTING WORKFLOW TABLE OF CONTENTS COMPANY ACCOUNT NUMBERS... 2 POLICY ENTRY... 2 Agency Bill... 2 Direct Bill... 3 Transaction Detail... 3 CLIENT PAYMENTS... 4 Agency Billed Payment... 4 Direct

More information

Electronic Banking Cash Manager User Guide

Electronic Banking Cash Manager User Guide Electronic Banking Cash Manager User Guide Table of Contents Logging In... 1 Changing Your Password... 2 Cash User Login Screen... 3 Cash Management User Single Sign On... 4 Navigation... 5 Account Listing

More information

Online Banking User Guide

Online Banking User Guide TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 4 QUICK REFERENCE... 4 LOG ON... 4 SECURITY PROFILE... 4 ENTITLEMENTS... 4 LOG ON... 5 ENTER YOUR USERNAME... 5 REVIEW SECURE IMAGE AND PHRASE,

More information

Guide to Credit Card Processing

Guide to Credit Card Processing CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25746 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images

More information

Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible.

Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible. Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible. All you have to do to navigate through this document is simply use the

More information