Join us as members from our Implementation and Customer Success team meet this Wednesday & Thursday (1-2pm EST) for our weekly webinars. (We will resume our normal schedule starting in August.)
Every client is eligible to sign up for training webinars. There is no limit to how many you can attend, or how many people from your office can join.
Missed or need to rewatch a session? No problem! Click the registration link to re-watch any webinars that have already been recorded.
July Training Webinars:
TOPS [ONE] - Creating Custom Financial Reports
Wednesday, July 10th @ 1PM EST
Looking to create & customize your financial report in TOPS [ONE]? In this session, Andrew Hofmann will go over how to use the Custom Financial Reporting feature to create, edit, schedule and, export Custom Income Statements.
Join our Implementation Coordinator Alec Patterson this Wednesday at 1PM. This course concentrates on the accounting side of Community Setup in TOPS [ONE]. Including chart of accounts, account ranges, budgets and reporting.
Custom Merge codes have been a hot topic for our webinars! This week, Andrew Hoffman will show how to add Custom Merge codes into your letters! This course focuses on creating notices and other reporting instruments using custom merge codes in Microsoft Word.
For the last session of the month, sign up and meet Deb White as she explains the ins and outs of Collections. She will go over how to set up the collection table, how to process collections, and how to generate letters.