Jordan Bogart
Articles
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Budget Worksheet
The Budget Worksheet report is a tool you can use to help you see how you are utilizing your budget for your current year, and utilize this information to help you come up with a budget for your ac...
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Payment Register
The Payment Register report provides you with a listing of all payments within a specified time period. You can filter this report in many different ways, including by Bank Account, Payment Method,...
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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...
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Add/Edit Money on Account
Money on account records can be created to represent money paid in advance by an AR account to be applied towards payments for transactions. This article will walk through the creation of these rec...
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Add/Edit Items/Charges/Fees
In order to properly invoice an AR Account for items provided or services rendered, first, you need to create Items, Charges or Fee records to apply to a transaction to generate an invoice for that...
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Add/Edit Transactions
Transactions are what allow you to charge your AR Accounts for the fees and items that they have purchased. This article will walk through the creation of these transactions. Please note that you n...
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Add/Edit Students/Children
Students/Children belong to A/R accounts. An A/R account can have multiple children associated with a single account as, for example, a family may have more than one child or student enrolled at yo...
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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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Items/Fees
Items/Fees are the "products" that your church provides that can be charged for within transactions in the AR system. These records may represent physical items, or charges/fees for services render...