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    • Essential Tutorials
      • Getting Started
      • General Ledger
        • Modify Account Structure and Accounts
        • Enter Opening Balances
        • Enter a Budget
        • Process a Journal
      • Bank Account Management
        • Setup a Bank Account
        • Reconcile a Bank Statement
      • Accounts Payable
        • Add a Vendor
        • Process an Invoice/Check
        • Process a Credit Card Transaction
      • Payroll
        • Set up Compensations and Deductions
        • Add an Employee
        • Process Payroll
    • FAQ Tutorials
      • Accounts Payable
        • Import Credit Card Transactions
        • Void a Check (AP and PR)
        • Change the Bank Account for an Invoice
        • Change the Vendor or other Detail for an Unpaid Invoice
      • Accounts Receivable
        • Set Up Relationships
      • Bank Account Management
        • Adjust Check Alignment
        • Setup Positive Pay File Layout
      • General Ledger
        • Copy the Chart of Accounts
        • Enter Next Year's Budget
        • Run a Report for One Department
        • Add or Change Account Names Across Departments
        • Modify a Budget in Excel
      • Payroll
        • Manage Time-Off Requests
        • Adjust W2 Amounts
        • Employer Paid Health Care Value
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      • Remittance
        • Adding Alternate Contacts to Remittance Statements
      • Other
        • Tips for Using the Financials
  • Security Setup
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    • Accounts Payable
      • Getting Started
      • Enter
        • Transaction
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        • Recurring Payment
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        • Unposted Transactions
        • Unposted Transactions > Update
        • Unposted Transactions > Post
        • Unposted Credit Card Transactions
        • Credit Card Transactions > Import
        • Credit Card Transactions > Update
        • Credit Card Transactions > Preview
        • Credit Card Transactions > Post
        • Recurring Payments
        • Recurring Payments >Update
        • Recurring Payments > Preview
        • Payment Processing
        • Payment Processing > Edit
        • Payment Processing > Process Payments
        • Credit Card Statement Reconciliation
        • Credit Card Statement Reconciliation > Update
      • View
        • Transaction Inquiry
        • Transaction Inquiry > Details
        • Transaction Inquiry > Credit Card Details
        • Credit Card-Transactions > Reverse Transaction
      • Reports
        • Cash Requirements
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        • Vendor Summary
        • Contractor Report
        • Vendor List
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        • 1099s
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      • Modify
        • Company Information
        • Distribution Information
        • Distribution Information > Update
        • Vendor Information
        • Vendor Information > Update
        • Credit Card Information
        • Credit Card > Update
        • Project Information
      • Utilities
        • Import Credit Card Transactions
        • Import Transactions
        • Void Checks
          • Void Checks > Post
    • Accounts Receivable
      • Getting Started
      • Enter
        • Invoice
        • Recurring Charge
        • Payment
      • Manage
        • Unposted Invoices
        • Unposted Invoices > Update
        • Unposted Invoices > Post
        • Recurring Charges
        • Recurring Charges > Update
        • Payment Processing
        • Payment Processing > Update
        • Payment Processing > Process Payments
      • View
        • Transaction Inquiry
        • Transaction Inquiry > Invoice
        • Transaction Inquiry > Payment
      • Reports
        • Customer List
        • Customer Labels
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        • Monthly Statements
        • Payment Reports
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        • Sales Report
        • Unapplied Cash List
      • Modify
        • Company Information
        • Revenue Center Information
        • Revenue Center Information > Update
        • Item Information
        • Item Information > Update
        • Customer Information
        • Customer Information > Update
        • Statement Design
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        • Control Table Information
        • Project Information
        • Sales Tax Information
        • Preferences
      • Utilities
        • Import Transactions
        • Void Payments
        • Void Payments > Post
        • Apply Unapplied Cash
        • Apply Late Charges
        • FACTS Import
    • Bank Account Management
      • Getting Started
      • Enter
        • Transaction
      • Manage
        • Unposted Transactions
        • Unposted Transactions > Update
        • Unposted Transactions > Post
        • Bank Statements
        • Bank Statements > Reconciliation
      • View
        • All Items
      • Reports
        • Bank Reconciliation
        • Transactions
      • Modify
        • Bank Account Information
        • Bank Account Information > Update
        • Project Information
        • Positive Pay Layouts
        • Positive Pay Layouts > Update
      • Utilities
        • Reverse/Copy Posted Transactions
    • Fixed Assets
      • Getting Started
      • Manage
        • Calculate Depreciation
        • Inventories
        • Inventories > Update
      • Reports
        • Depreciation History
        • Selections and Listings
        • Selections and Listings > Update
      • Modify
        • Company Information
        • Control Table Information
        • Asset Information
        • Asset Information > Update
    • General Ledger
      • Getting Started
      • General Ledger Plus
      • Enter
        • Manual Journal
        • Recurring Journal
        • Amortization Item
      • Manage
        • Unposted Journals
        • Unposted Journals > Import Journals
        • Unposted Journals > Update
        • Unposted Journals > Edit List of Journals
        • Unposted Journals > Posting List of Journals
        • Recurring Journals
        • Recurring Journals > Preview
        • Recurring Journals > Transfer
        • Recurring Journals > Update
        • Account Amortization
        • Account Amortization > Run Amortization
        • Account Amortization > Report
        • Account Amortization > Update
      • View
        • Posted Journals
        • Source Documents
      • Reports
        • Detail Ledger
        • Statement of Financial Position
        • Statement of Activities
        • Functional Expense Audit Report
        • Functional Expense Report
        • Budgeted Financial Statement
        • Designated Fund Summary
        • Financial Spreadsheet
        • Comparative Trial Balance
        • Special Reports
        • Preliminary Budget
        • Trial Balance Worksheet
        • Journal History
        • Company Information
        • Account Structure List
        • Chart Of Accounts
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        • Project List
        • Project Register
      • Modify
        • Company Information
        • Year and Periods
        • Account Structure
        • Chart of Accounts
        • Budget Information
        • Budget Information > Update
        • Project Information
        • Journal Type Information
        • Special Reports Setup
        • Special Reports > Update
        • Special Reports > Auto Generate
        • Budgeted Financial Formats
        • Functional Expense Report
      • Utilities
        • Import Expensify
        • Import Journals
        • Move Account Structure
        • Move Account
        • Close Period
        • Close Fiscal Year
        • Consolidation Configuration
    • Payroll
      • Getting Started
      • Enter
        • Manual Check
        • Employees to Pay
      • Manage
        • Manual Checks
        • Manual Checks > Update
        • Manual Checks > Post
        • Payroll Processing
        • Payroll Processing > Update
        • Payroll Processing > Edit List of Payroll
        • Payroll Processing > Process Payroll
      • View
        • Earnings Inquiry
      • Reports
        • Employer Information
        • Compensation Information
        • Deduction Information
        • Tax Table Information
        • Employee Earnings
        • Employee Inquiry
        • Compensation Deduction History
        • 941 Summary
        • Employer Matching Contributions
        • State and Local Tax Report
        • Unemployment Tax Report
        • Workers Compensation Report
        • W2s
        • ACA Reporting
        • Time Off Hours
        • California Wage and Withholding
        • Paid Family And Medical Leave
        • State Unemployment Wages
        • Employee Information
        • Employee Labels
        • ACH Prenotification
      • Modify
        • Employer Information
        • Employee Information
        • Employee Information > Update
        • Employee Information > Earnings Inquiry
        • Compensation Information
        • Compensation > Update
        • Deduction Information
        • Deduction Information > Update
        • Tax Table Information
        • Control Table Information
        • Project Information
      • Utilities
        • Create New Time Off Starting Date
        • Change Workers Compensation History
        • Void Checks
        • Void Checks > Post
        • TimeClock Plus Export
        • Change Check Dates
    • Purchasing Management
      • Getting Started
      • Payment Approval Process
      • Enter
        • Request
      • Manage
        • Requests
        • Requests > Update
        • Requests > Approvals
        • Requests > Approve
        • Requests > Reject
      • Reports
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        • Requests On Hold
        • Setup Audit Report
      • Modify
        • Company Information
        • Approval Paths
        • Approval Paths > Update
        • Control Table Information
        • Project Information
    • Deposits on Hand
      • Getting Started
      • Enter
        • Transaction
      • Manage
        • Unposted Transactions
        • Unposted Transactions > Update
        • Unposted Transactions > Post
      • Reports
        • Trial Balance
        • Monthly Statements
        • Accounts Due
        • Account Activity
      • Modify
        • Group Information
        • Account Type Information
        • Account Type Information > Update
        • Account Information
        • Account Information > Update
        • Account Information > Close Account
        • Statement Design
      • Utilities
        • Post Interest Deposits
        • Inactivate or Renew an Account
        • Change Interest Rates
    • Loan Processing
      • Getting Started
      • Enter
        • Payment
      • Manage
        • Payment Processing
        • Payment Processing > Update
        • Payment Processing > Process Payments
      • Reports
        • Lists
        • Statements
        • 1098s
      • Modify
        • Preferences
        • Account Type Information
        • Loan Information
        • Loan Information > Update
      • Utilities
        • Post Invoices
    • Insurance Billing
      • Getting Started
      • Manage
        • Post to Accounts Receivable
      • Reports
        • Employer
        • Employee
      • Modify
        • Preferences
        • Plan Information
        • Employer Information
        • Employer Information > Update
        • Employee Information
        • Employee Information > Update
    • Pension Billing
      • Getting Started
      • Manage
        • Post to Accounts Receivable
      • Reports
        • Charge Listing
        • Organization Listing
        • Appointee Information Report
      • Modify
        • Preferences
        • Charge Information
        • Charge Information > Update
        • Organization Information
        • Organization Information > Update
        • Appointee Information
        • Appointee Information > Update
        • Pension Plan Information
        • Control Table Information
    • Remittance
      • Getting Started
      • Enter
        • Remittance
      • Manage
        • Pledges
        • Unposted Remittances
      • View
        • Inquiry
      • Reports
        • Activity List
        • Conference Summary Report
        • Detail Remittance List
        • Pledge List
        • Statements
        • Status Reports
        • Activity Comparison Report
        • Appointments Report
        • Columnar Report
      • Modify
        • Company Preferences
        • Activity Information
        • Church Information
        • Statement Design
      • Utilities
        • Import Appointments
        • Export Appointments
        • Import Pledges
        • Export Pledges
        • Inactivate or Reactivate Pledges
        • Void Remittance
    • Donors and Gifts
      • Getting Started
      • Enter
        • Gift
        • Pledge
      • Manage
        • Pledges
        • Unposted Gifts
      • View
        • Posted Gifts
      • Reports
        • Purpose List
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        • Pledge List
        • Gifts List
        • Matching Gifts
        • Summary List
        • Analysis
        • Columnar Report
        • Statements
        • Pledge Projection
        • Campaign Report
        • Batch List
      • Modify
        • Company Preferences
        • Donor Information
        • Motivations
        • Purposes
        • Matching Gifts
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        • Campaigns
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        • Relationship Types
        • Statement Design
        • Columnar Report Setup
      • Utilities
        • Assign Pledge to Posted Gifts
        • Transfer Gifts
        • Change Purpose
        • Change Gift Dates
        • Inactivate or Reactivate Pledges
        • Copy Batch
  • Resources
    • Dashboard
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    • Attachments
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    • Implement TimeClock Plus™ v.7.1.x with the Financials Payroll
    • Financials Portal
    • How to Use E-File with Financials
    • Complying with Rights to Erasure
    • Donors And Gifts Integration with ShelbyNext Giving
    • Expensify Integration
  • Release Notes
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