Session 2:   2pm - 4pm (Eastern Time)

• System Basics - Login, Users, Menus, QAT, Lists, TDI, and Report Screens.
• Accounting Intro - Modules, Transaction Screens, Cash Basis vs. Accrual, and Basic Accounting Reports.
• Chart of Accounts - Standard and Custom COA Structure, COA and Transactions Flow, Work with Budgets.
• Transactions - Work with Transactions, Journals, Direct Allocations, Memorize and Recur.  
• Transaction Analysis - Trail Balance, General Ledger, Aging, Open-item, AP/AR Ledger, and Forced Balancing.

• Check Writing and 1099's - Print A/P Checks, G/L Checks, and 1099's.
• Client Billing - Create Client Billing Invoices, Reverse Invoices, and Print Statements.
• Purchase Orders - Create and Print Purchase Orders. Work with Encumbrances.
• Indirect Allocations - Set up and Process Indirect Allocations, and Allocate Budgets. 

• Filters and Groupings - Filters, Sequences, Row Groups.
• Financial Statements - Revenue & Expense, Balance Sheet, and FASB Reports. About Periods and Close the Books.
• Custom Reporting (Part 1) - Create Custom Reports and Report Groups.
• Custom Reporting (Part 2) - Trial Balance, General Ledger, Aging, Transaction Journals, Financial Statements.

• 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.

• Donor Reports - Customize Donor Reports, Donor Relationships, LYBUNT, SYBUNY, Giving History, and Giving Comparison. 
• Giving Reports - Customize Gift Reports, Customize Pledge Reports, and Unfulfilled Pledges.
• Mail Merge - Create Mail Merge, General Mailings, Letters, Finalizing, and Other Merges.
• Emails, Envelopes, & Labels - Mail Merge Emails,  Envelopes, and Labels.

• System Basics - Login, Users, Menus, QAT, Lists, TDI, and Report Screens.
• 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 997s, 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.