Accounting & Order Entry are both base subsystems within Personify which touch many additional subsystems. It's important before becoming an expert in membership, meetings, inventory products, etc. that you have a good understanding of how the accounting transactions and orders are used within Personify. Empower yourself with the knowledge of how transactions are applied to orders, as well as invoices are sent to members. Participants will also learn how to navigate the order entry screen in Personify and all its components.
Personify will process all transactions including receipts through batches. Learn how to create and manage these batches within Personify. Participants will list the types of batches used for the AOA, as well as process payments on orders. This training will also teach participants the financial policies and procedures the AOA has put in place when it comes to handling payments.
When a service has ended, product returned, or cancellation occurs on an order, a refund may be needed. The AOA has incorporated a two-step process to handle refunds within Personify. Learn how to generate a refund properly for checks, credit cards, and payment transfers.
Personify can take payments in mass; this is called lockbox process. Learn how the AOA and affiliates are processing payments using the AOALCK100 batch/TRS job. Participants will also learn how to run the job in both list and production mode, as well as make corrections to errors within the lockbox processing & error correction screen.
Payments are taken in Personify in various ways. Users will learn how to process payments in Personify for Membership orders.