ACS Hands-on Classroom Training - 2 day event

Classroom training events are Hands-On, which will feature an ACS Certified Trainer demonstrating the use of software projected onto a large screen. Classes are arranged for 2 students per laptop to follow along with the instructor. Basic knowledge of Win XP is required.  Attendees can choose which classes to attend. 

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Class Content 

Day 1 - People 101 - (Working with People Records)

Unit 1:  Overview of People Modules    Relationship to other modules   The ACS for Windows workbench interface   Using My Preferences   Finding individuals   Configuring the Find Person screen   Working from the Add/Edit Individuals screen

Unit 2: Managing People Profiles    Entering a new individual (new family)   Entering a new individual (existing family)   Tracking other relationships   Adding additional addresses   Adding additional phone numbers and E-mail addresses   Adding additional fields   Modifying label names   Exporting the Find Person grid   Combining family units   Splitting family units   Changing family position   Deactivating individuals (Implications, Process)   Finding individuals in Access ACS   Changing addresses through Access ACS   Adding phone numbers and e-mail addresses through Access ACS   Adding individuals through Access ACS

Unit 3:  Searches and Filters   Understanding Searches and Filters   Creating a new filter   Editing filter results   Saving a filter   Loading saved filters   Understanding Search Criteria and Output Flags   Creating a new search   Editing search results   Saving a search   Private verses publis searches   Loading saved searches   Searching on previous search results   Printing search results   Using Searches and Filters with the Find Person screen   Using Searches and Filters with Reports   Using Searches adn Filters with Mass Change

Unit 4:  Working with ACS Reports   Understanding ACS report types   Accessing reports   Key People Reports (Directories, Master Listings, Special Fields Reports, Custom Export, People Statistics)   Understanding report options   Saving a report configuration   Loading saved reports   Previewing reports   Printing reports   Exporting reports (print to file)   Printing a directory from Access ACS

Day 2 – Financials 101  (Common ACS Financial Tasks)

Unit 1:  Understanding ACS Financials   Overview   Funds and Datasets   ACS Users and Security   Understanding Account Types   Basic Accounting concepts   Transactions: Test your Knowledge   Financial Modules and Their Relationships   Highlights of the General Ledger Module   General Ledger Reports

Unit 2:  Setting Up General Ledger   Preparing your system for a Chart of Accounts   How to Set Up Add/Edit Lists Options in General Ledger   Adding Bank Accounts   How to Set Up the Chart of Accounts   How to Enter Budget Information 

Unit 3:  Accounts Payable Invoices and Checks   How to configure Accounts Payable   Cash vs. Accrual   How to Add and Edit Vendors   How to Enter Invoices   How to Post Invoices   How to Print and Post Checks   How to Enter Handwritten Checks into ACS   Accounts Payable Reports   How to Use Accounts Payable Inquiry   Voiding Checks