Training

The following lists outline what will be covered in the Tele-Training sessions.

Membership Basics - membership capabilities, overview and navigation, household and person data tables and data entry, annual archive, update process, simple backup and restore

  • 1.1 Opening Displays, Password Entry, and Menu Bars
  • 1.3 Tool Bar, Button Definition, and How to Find/Locate Persons
  • 1.6 Overview Household and Person Data, E-mails, Activities, Alternate Addresses, Events, Classes and Reports
  • 2.1 Membership and Participation Status Data Tables
  • 2.2 Household and Person Data Entry, Data Table Lookup, Custom Data Fields
  • 2.12 Directory Reports, School Grade Level Lists, Household Record/Census Forms
  • 2.23 Data Table Lists and Statistical Reports
  • 2.26 Moving Persons to a different Household, Removing/Deleting Records
  • 7.3 Annual Archive Process for Historical Comparison
  • 7.4 Global Deletion of Inactive Records
  • 7.7 Upgrade Installation and Data File Maintenance Utilities
  • 7.1 Simple data backup and restore
  • 7.2 Password Entry
Membership Reporting Tools - basic labels, event reporting, membership statistics, custom reporting - list and checklist, simple merge files
  • 3.1 Household and Person Labels, Sort by Name or Zip Code with Totals for each Zip Code
  • 3.4 Label Lists in 1, 2, 3 columns, upper/lower case, optional phone and envelope number
  • 3.5 Name Tags
  • 1.11 Event reporting
  • 2.24 Statistical Reports
  • 3.12 List and Checklist
  • 3.16 Checklist options - 5 or 13 columns
  • 3.17 Copying Report Selections to other Reports
Working with Membership Groups - activities, setting up classes, sunday school, speed update, and standard reports for these functions
  • 4.1 Setup of the Table of Activities, Interests, and Talents
  • 4.1 Setup of the Table of Statues for Activities
  • 4.2 Entering Activities for a Person and Speed Data Entry for Groups
  • 4.5 Activity List Selections and Choices
  • 4.7 Labels, Name Tags, E-mails for Activities
  • 4.17 Global Removal of Activities that are not being used
  • 5.1 Setup of the Table of Classes and Sections and/or Sunday School choices
  • 5.3 Entering Classes for Teachers and Students and Speed Data Entry
  • 5.5 Processes for Class Completion, Moving Students to the Next Classes, and Advancing Grade Levels
  • 5.7 Reports by Grade Level, Students and Teachers Registered for Classes, Class Completion Lists
  • 5.8 Global Removal of Classes that are not being used
Membership Communication Tools - e-mail, letter/mailers, mail merge with Word, directory, photographs
  • 3.6 Letter/Mailers
  • 6.1 Letter Mailer Selections
  • 3.8 E-mails
  • 6.4 Merge File for Household, Person, and Photo Directories
  • 6.5 Merge File for Palm Pilot, Phone Tree, etc.
  • 6.6 Merge File for Contributor Envelope Mailings (Contribution System)
  • 6.? Merge Letters with Microsoft Word
  • 2.12 Directory Reports
  • 6.7 Copy, Resize, and Paste Photos, Review the Photo Directory
Contribution Basics - fund setup, contribution entry, corrections, end of quarter, statements, EOY
  • 2.1 Fund Setup choices and Account Links
  • 2.2 Contribution Types
  • 2.3 Batch Entry of Contributions - Customization and setting defaults
  • 2.5 Batch Edit Lists and Batch Entry corrections
  • 2.8 Receipts for Individual Contributions
  • 2.9 Positing Batches and End of Quarter
  • 2.12 Contributor Statement Choices
  • 2.22 Corrections to posted contributions
  • 6.3 End of Year
  • 6.7 Annual archive process
Pledge and Fund Raising Tools - setup pledge drive, entering and tracking pledges, labels and custom list, merge files and electronic fund transfer
  • 3.1 Pledge types and calculations of total pledge
  • 3.2 Pledge Data entry
  • 3.4 Pledge analysis
  • 3.6 Pledge information and choices on contributor statements
  • 3.7 Next year's pledges and comparison reports
  • 3.9 Calculate pledge balances
  • 3.10 Process to manage communications and data for new pledge drive
  • 4.1 Contributor labels
  • 4.4 Letter Mailers
  • 4.6 Custom list
  • 5.1 Envelope mailing company files
  • 5.2 Mail merge
  • 5.3 EFT Data File transfer
  • 5.6 Deposit data transfer to Ledger and Payables
  • 2.20 Contribution analysis reports and graphs
Ledger & Payables Setup - Chart of Accounts setup, account and vendor maintenance
  • 1.7 Chart of Accounts
  • 1.27 Account Maintenance
  • 1.41 Entering Beginning Balances
  • 1.44 Vendor Setup
Ledger & Payables Transaction Entry - bills, deposits, check printing, voiding checks, bank reconciliation, end of month processing
  • 1.54 Entering Bills
  • 1.64 Printing Checks
  • 2.7 Making a deposit
  • 2.14 Journal entries
  • 2.17 Handwritten checks
  • 2.22 Voiding checks
  • 2.66 Bank Reconciliation
  • 2.79 End of Month Processing
Ledger & Payables Advanced Tools - memorized transactions, contribution transfer, exporting to Excel, etc
  • 2.33 Reports
  • 2.56 Memorized Transactions
  • 2.68 Budget Entry/Budget Work Sheet
  • 2.73 Report Queues
  • Customizing Reports
  • Contribution transfer
  • Change Check numbers
  • Credit memos
  • End of Year Archive Process
Payroll Setup and Processing - employee setup, integration with L&P setup, preparation and processing of typical payroll
  • 1.8 Gross Pay Accounts
  • 1.14 Payroll Vendor
  • 1.18 Deduction/Benefit Distributions
  • 1.24 New Account Setup
  • 1.35 Pay groups
  • 1.37 Employer Information
  • 1.39 Deduction / Benefit Setup
  • 2.7 Timecards
  • 2.15 Calculate Payroll
  • 2.20 Payroll Summary
  • 2.25 Print Checks
  • 2.36 Payroll Reports
  • 2.49 Report Queues
  • 2.59 Post Payroll
  • 2.62 Printing W-2's
  • 2.73 Printing 941's
Backup-Security-Network Management - setting up passwords for staff and volunteers, backup to remote storage site, workstation setup, network trouble shooting
  • Password setup
  • Backup to local media
  • Backup to remote storage
  • Workstation setup
  • Network trouble shooting

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