Jordan Bogart
Articles
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Awards
Awards are funds provided by donors to be provided to AR Accounts to pay for items/fees your church has. Typically, these take the form of scholarships in a school setting, but they could be used i...
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Money on Account
Money on account represents a pre-payment of transactions by an AR account. This money can then be applied towards payments for that AR account. To access the "Money on Account" grid, click on th...
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Introduction to Finance Module
The Finance module allows you to create and maintain a chart of accounts to manage the finanacial accounting needs of your church, and produce reports to inform your congregation about the financia...
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AR Account Relationship to Student/child
Frequently, a single AR account may have multiple people it is responsible for, especially in the context of a school or daycare. In order to accommodate this, we allow multiple student/child recor...
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Add/Edit Assigned Awards
Once you have created an award, in order for the money from those awards to be used by your AR accounts/students, the award must first be assigned to the AR account/student. This article will walk ...
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Awards Assigned
Once you create Awards, these awards must be assigned to AR accounts/students before they can be applied towards payments. The "Awards Assigned" grid will show you your award assigned records, as w...
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How can I transfer money between Bank Accounts? [FAQ]
Moving money between your Asset accounts works a little differently transferring money between other account types, specifically because of the implications it will have on your Bank Account Reconc...
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Handling Credit Cards [FAQ]
Using Credit Cards can be a little tricky from a financial accounting perspective. However, there is a process that you can follow that will let you accurately track your payments you make with a c...
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Add/Edit Awards
In order to provide awards to AR accounts, records must be created for these awards. This article will walk through the process of creating award records, and editing existing award records. Add Aw...