ACS Hands-on Classroom Training
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.
For more information, check out these links:
Pricing
Locations
Register
Denominational Offices click here.
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 - Groups 101 (Tracking Group Involvement)
Unit 1: Deciding Where to Track Group Involvement Functionality that Classes, Activities, and Small Groups share Functionality that is unique to Classes Functionality that is unique to Activities Functionality that is unique to Small Groups Additional data fields in Classes Additional data fields in Small Groups Deciding which group -tracking toll to use
Unit 2: Managing Classes and Activities Understanding Master Groups, Categories, and Roster Level groups Creating new Master Groups Adding Categories to Master Groups Adding Roster Level groups Using Events for tracking extracurricular activities Using Events for tracking Classes during multiple services Adding individuals to Groups Dropping individuals from a group Transferring an individual between Classes Viewing a group's roster (including history) Keeping group structures clean
Unit 3: Managing Group Involvement at the Individual Level Viewing and individual's group information (including history) Adding a Group to an Individual's Record Editing an individual's group information Dropping a Group from an Individual's Record
Unit 4: Tracking Participation in Classes and Activities Printing attendance marking sheets and grids Markign attendance in ACS for Windows Using the attendance inquiry in ACS for Windows Marking attendance in Access ACS Viewing attendance markings in Access ACS Attendance Reports Tracking attendance trends
Day 3 - Mass Communication 101 (Merges, Labels, Mailings)
Unit 1: Merging with Microsoft® Word Overview
Selecting the Data
Creating the Document
Adding Special Fields
Using Contribution Information
Creating a Single Letter Mail Merge
Loading and Reusing Documents
Creating a Catalog (Directory)
Merging to Envelopes
Merging to Labels
Unit 2: Working with Labels Understanding the Label Interface Tips for Printing Labels Creating and Saving Label Formats Retrieving a Saved Label Format Saving a Label Template Loading a Label Template Creating and Editing using Label Designer Desinging Name Badges Mixing Custom Text with Database Fields Printing Barcodes Newsletter Labels Newsletter Reference Table Configuring Labels for Bulk Mail Creating Random Labels Getting Names to Print Correctly
Unit 3: Managing Bulk Mailings Overview Bulk Mail Setup Cass Certify your Data Testing Invalid Addresses In-House Certification
Day 4 – Giving 101 (Tracking Contributor Information)
Unit 1: Configuration General Settings
Fund Codes
Interfacing Contributions with General Ledger
Contributor Information
Unit 2: Posting Contributions Entering/posting contributions Entering/posting contributions using a check reader Entering/posting a Non-Cash Gift Entering/posting a Gift for Item of Value Printing a proof list Editing transactions before posting Printing a Total Recap Report Completing and Clearing the Contributions Posting Creating reversing entries for posted transactions Posting contributions made through Access ACS
Unit 3: Contributor Records and Reports Contributions inquiry by indifidual Contribution inquiry by fund codes Flex statements Charitable Contributions report Other Contributions reports Monthly Positng Register Summary Gift Totals by Individual
Day 5 – 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
