Click on this "Zoom Link" to join any of the meetings listed below
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My Fund Account Training Session 1 |
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What information do you need to gather before making a start? You will understand what data you need to find and have ready before setting up your system.
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Monday 3rd June 9:30am |
Wednesday 5th June 6:00pm |
Friday 7th June 12:30pm |
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My Fund Account Training Session 2 |
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How to shape the system and enter all the starting data. You will learn how to create any additional codes that you may need to make the system look and feel like your own accounts, as well as how to enter your starting data.
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Monday 10th June 9:30am |
Wednesday 12th June 6:00pm |
Friday 14th June 12:30pm |
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My Fund Account Training Session 3 FOR THOSE WITH ONLINE BANKING |
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How to create export data from your bank statements and create useful templates. This will show you how to set up templates to automatically recognise as many as 90% of the financial transactions in a data export from your online bank account. It will further explain how to deal with the remainder of the transactions that may need a little more manipulation before processing into the system. |
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Monday 17th June 9:30pm |
Wednesday 19th June 6:00pm |
Friday 21st June 14:30pm |
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My Fund Account Training Session 4 FOR THOSE WITHOUT ONLINE BANKING |
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How to create regular transactions and regular transaction templates. This session will show you how to set up repeat transactions that are always the same such as Giving Standing Orders and Direct Debits and explain how to transfer these into your accounting system. The session will further explain how to set up and use templates for regular transactions such as weekly banking. |
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Monday 17th June 12:30pm |
Thursday 20th June 6:00pm |
Friday 21st June 9:30am |
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My Fund Account Training Session 5 |
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How to complete a month of processing This session will show you how to complete a month end ensuring all transactions are in the system and are correct. |
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Monday 24th June 9:00am |
Wednesday 26th June 6:00pm |
Friday 28th June 12.30pm |
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My Fund Account Training Session 6 |
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Using Reports This session will provide an insight into what reports can be useful for PCC meetings and how the reporting function can effectively help you make sure your records are correct. |
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Monday 24th June 12:30pm |
Thursday 27th June 6:00pm |
Friday 28th June 9:30am |
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