The Virtual Training Workshops are designed for new ChMS or ShelbyFinancials customers, users who need a refresher course, and/or existing customers who change staff positions. These two workshops are two hours daily over four days.

Each workshop:

  • Offered online as an interactive lecture-style video conference sessions
  • Limited to 15 attendees
  • Includes a detailed step-by-step workbook (available as a PDF download)

Each workshop day will run from 10:00 pm – 12:00 pm (Central Time)

CHMS 101 Virtual Workshop

10:00 AM – 12:00 PM Central
Sign up for one, two, or all four topics

  • 101-People and Groups
     Using Search, Editing Existing Records, Adding New Records, Finding and Merging Duplicates, Creating and Managing Groups, Aggregates, Group Views, Mass Contacts

     
  • 101-Attendance, Check-In, and Permissions 
     Enrolling in Classes, Running Roll Sheets, Attendance Entry, Check-In Basics (Station Setup), Attendance Reports, Promotions, Permission Roles, Leader Roles
     


  • 101-Giving and Online Giving
         Giving Settings (Category Codes), Sync Settings, Processing Giving, Sync to General Ledger, Correcting Entries, Giving Reports, Setup for Online Giving, Connecting to ChMS


  • 101-Forms and Workflows 
         Workflow Triggers and Actions, Form Basics (Field options, Static Content, Payment Fields, Conditions) Creating a Form, Form Properties, Form Manager, Connecting Form to a Workflow
     


Cost
$75 per session/ per person before cutoff / $100 after cutoff
$250 if you purchase the Bundle and buy all four Non-Financials


ShelbyFinancials 101 Virtual Workshop

10:00 AM – 12:00 PM Central
Sign up for one, two, or all four topics 

  • 101-General Ledger 
     Navigation, Company Information, Account Structure, Chart of Accounts Journals, Inquiry, Reports (Monthly & Informational), Closing Fiscal Year.

     
  • 101-Bank Account Management/Security 
     Transactions (Enter, posting, reversing), Reconciling the Bank Statement, Reconciliation Report, What to do if you are Out of Balance, Task Roles, Accounts Rights Roles, User Accounts

     
  • 101-Accounts Payable
         Company Settings, Vendor Setup, Preferences, Transactions (Enter, Manage, Payments, EFTs, Manual Checks, etc), Inquiries, Undo Invoice, Voids Payments, Reports
     
     
  • 101-Payroll
         Employer Information, Compensation & Deduction Information, Tax Tables, Employee setup, Payroll Run, Manual Checks, Void Checks, Inquiry, Payroll Reports (941, W2, ACA, etc)

     

Cost
$75 per session/ per person before cutoff / $100 after cutoff
$250 if you purchase the Bundle and buy all four Financials


Virtual Training Workshops have a minimum and a maximum enrollment level. We reserve the right to cancel any workshop that does not meet minimum enrollment. For more information regarding the Virtual Training Workshops, please contact us at [email protected]  or 800-654-1605.