Financial Classes for Church Offices

Learn to keep track of your creditors and manage expenses effectively. This class will cover:

• Adding and editing vendors
• Adding and editing invoices
• Posting invoices
• Printing and posting checks
• Managing cash flow
• Running inquiries

Content will include functionality from the General Ledger and Accounts Payable modules.

Discover the basics of billing for your school, day care, or bookstore. This class will cover:

• Adding and editing customers
• Adding and editing invoices
• Posting invoices and mass billing
• Adding and editing payments
• Posting payments
• Printing receipts
• Printing customer statements

Content will include functionality from the Accounts Receivable module.

Get answers to specific software-related questions, discover how other ACS users have addressed issues you are facing, and gain insight to use your software more effectively.

Content may include functionality from the General Ledger, Accounts Payable, Accounts Receivable, Payroll, and Fixed Assets modules.

Learn an eight-step approach for effective budgeting within your church based on your church’s vision, goals, and ministry plans. We will discuss key areas for a successful budgeting process and cover such points as:

• Deciding who should be involved in furnishing budget information
• Obtaining important historical financial information
• Estimating church growth (membership, Bible study, worship attendance)
• Analyzing contributors and church giving potential
• Projecting and justifying budget receipts and other funding sources
• Presenting ministry plans for the new budget year

We will also share two important tools for ensuring that the budgeting process is followed, and we’ll review various budget procedures and successfully used budgeting forms.

Find out about accountable reimbursement plans, their advantages, and their disadvantages, and learn the record-keeping requirements applicable to these plans. Taught by Gene Hill, CPA and retired IRS appeals officer. This class will cover:

• Understanding accountable reimbursement plans for clergy
• Structuring and managing these plans
• Keeping accurate and complete records

Bring your questions to an open forum led by Gene Hill, a retired IRS appeals officer with specialized knowledge on church tax matters.

Explore the legal issues concerning payroll records. Led by Gene Hill, CPA and retired IRS appeals officer. This class will cover:

• Setting up and keeping accurate and complete payroll records
• Preventing costly mistakes and IRS penalties

Get an overview of ACS Financial Suite, including:

• Using multiple funds and datasets
• Understanding account types
• Understanding how the General Ledger module relates to other financial modules
• Using key General Ledger reports

This class builds on material covered in Making Sense out of Non-profit Bookkeeping. Content will include functionality from the General Ledger, Accounts Payable, Accounts Receivable, Payroll, and Fixed Assets modules.

Learn how to effectively set up your Payroll module, including:

• Adding cost centers and pay types
• Creating employee records
• Tracking vacation and sick time
• Adjusting check layouts

This class builds on material covered in Making Sense out of Non-profit Bookkeeping. Content will include functionality from the Payroll module.

Grasp the basic principles of not-for-profit accounting and the concepts on which the financial modules are based. This class will cover:

• Understanding credits and debits as used in accounting
• Reviewing the basic concepts of double-entry and fund accounting
• Exploring the role of the chart of accounts in your records
• Understanding basic ACS financial terminology

Content will include functionality from the General Ledger module.

Learn the basics of payroll, including:

• Processing payroll
• Managing vacation and sick time
• Understanding monthly and quarterly payroll liabilities
• Correcting W-2 totals
• Configuring direct deposit

Explore the specific tasks and reports involved with closing the month, quarter, or year. This class will cover:

• Printing month-end reports
• Reconciling the bank accounts
• Entering adjustments
• Closing the modules

Content will include functionality from the General Ledger, Accounts Payable, and Accounts Receivable modules.

Learn ten important internal controls that should be in place to protect your church against financial risks and exposures to the ministry. You will receive a checklist outlining these controls, and you’ll learn risk examples regarding each control.

Maximize your management of purchases and expenses. This class will cover:

• Voiding checks
• Using memorized invoices
• Working with discounts
• Using purchase orders
• Setting up ACH payments

This class builds on material covered in Making Sense out of Non-profit Bookkeeping and Accounts Payable: Invoices and Checks. Content will include functionality from the General Ledger, Accounts Payable, and Purchase Orders modules.

Maximize your management of billable services. This class will cover:

• Receiving credit card payments
• Adding and editing billing codes
• Adding and editing payment codes
• Issuing refunds and credits
• Handling payments returned for insufficient funds
• Batching transactions

This class builds on material covered in Making Sense out of Non-profit Bookkeeping and Accounts Receivable: Billing and Collections. Content will include functionality from the Accounts Receivable module.

Discover practical tips for setting up and using your chart of accounts. This class will cover:

• Organizing the chart of accounts (COA)
• Setting up multiple COA views
• Using COA views in reports
• Working with budgets

This class builds on material covered in Making Sense out of Non-profit Bookkeeping and Getting Started with General Ledger. Content will include functionality from the General Ledger module.

Get an overview of the newest features and enhancements of the ACS Accounts Receivable module.

Get an overview of the newest features and enhancements of ACS Financial Suite. This class discusses updates for all the financial modules except Accounts Receivable (see above).