The Virtual 201 Training Workshops are designed for existing ChMS or ShelbyFinancials customers, who want to streamline their processes or just gain another tip or trick of the software. These workshops are broken into two-hour sessions that can be taken separately or collectively. There are four topics for Financials 

  • Offered online as an interactive lecture-style video conference sessions
  • Limited to 12 attendees
  • Includes a detailed step-by-step workbook (available as a PDF download)
  • Each workshop session will run from 1:00 PM – 3:00 PM (Central Time)


Financials 201 Virtual Workshop

Sign up for one, two, or all four topics

  • 201 General Ledger

    Chart of Account design, budgets, project codes, Account Rights, Moving Accounts or Structure, Best Practices, and more

  • 201 Accounts Payable/Bank Account Management

    Distributions, Credit Card Tracking, Out of Balance with Bank Account, Best Practices, and more


  • 201 Payroll

    941 taxes, Direct Deposit, Deductions, Bonus Payments, Custom Pay Frequency, E-Filing, Payroll Portal, Correcting W2, and more

  • 201 Financial Reports

    Cash Flow, Project Register, Functional Expense Report, Accounts Payable Reports, and more

Cost
$100 per session before cutoff / $125 after cutoff
$320 if you purchase the Bundle and buy all four Financials


ChMS 201 Virtual Workshop

Sign up for one, two, or all four topics

  • 201 Record Management

    Using Advanced Search, Mass Contact, Managing Records and Families, Removing Records, Reporting, Custom Reporting, Dashboards, and more

  • 201 Giving and Online Giving

    Maximizing Giving Entry, family giving, Gift errors, non-cash gifts, advanced reporting, customizing statements, ChMS integrations sync errors, and more

  • 201 Groups and Volunteer Management

    Organizing and customizing groups, Group Views, Aggregates, Group Finder, Group Maintenance, Volunteer Management, Schedules, and more

  • 201 Forms

    Making impressive forms, registration responses, ticketing, using steps, signup slots, payment options, and more

Cost
$100 per session before cutoff / $125 after cutoff
$320 if you Bundle and buy all four ChMS


 201 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 201 Training Workshops, please contact us at [email protected] or 800-654-1605.