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Created On: 10/09/2023
in Bug Fixes Bug Fixes for 12.6 12.6.11 1099 Process A warning message has been added if the year has been finalized and a user attempts to generate 1099 data again. 12.6.10 Reporting When "display" is selected with no ...
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Created On: 08/01/2023
in Bug Fixes Bug Fixes for 12.5 12.5.13 AP/GL Entry Options Corrected a number format issue that was causing an error message when editing future/past period entry. 12.5.13 Account Transactions Extended the account field when a l...
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Created On: 07/13/2023
in Pulse Collections UNCOLLECTIBLE BALANCES Always follow your YMCA’s policies and procedures for collections. Cancel per your YMCA’s policies Membership: Cancel as of the last day of the last paid billing cycle. System will automatically reverse sales...
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Created On: 07/13/2023
in Pulse Collections AUDIT OUTSTANDING BALANCES Run “Receivables Aging” report Click “Reporting” > Sign In using your regular SGA credentials In the SGA Master Pulse Reports folder, select the Transactions folder, then “Receivables...
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Created On: 07/13/2023
in Pulse End of Shift DEPOSITS Always follow your YMCA's specific procedures. Click “End of Shift” Set the date range to the days being deposited Reconcile each batch Count the cash and checks Click the edit pencil Compare the drawer total...
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Created On: 07/13/2023
in Pulse End of Shift END OF SHIFT Always follow your YMCA's specific end of shift procedures. Click “End of Shift” on the top menu bar Click on the edit pencil icon to the left of your shift total Count cash received and enter the total in t...
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Created On: 07/13/2023
in Pulse Member Accounts Payments SELL GIFT CARD Find or add member Hover over “Offerings” > Click “Gift Cards” from drop down menu Click “Add” Enter gift card number and amount Click “Add” and follow regular process for a&n...
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Created On: 07/13/2023
in Pulse Member Accounts Payments Always cancel the activity or adjust the sale before processing a refund or void. (Salt, then Pepper!) Adjusting a payment, either by refund or void, does not negate the sale and the system will attempt to collect payment by creating a new payme...
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Created On: 07/13/2023
in Pulse Member Accounts Payments ADD NEW PAYMENT METHOD Find or add member Click “Payment Methods” Click “Add Card” or “Add Bank Account” > Enter Account Information Review payment disclosure on screen with member > Click check...
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MANUAL ADJUSTMENT on EXISTING REGISTRATION Find member Click “Activities” Click on the row of the activity to be adjusted Click “Transactions” Click on the sale row Click “Make Adjustment&rdqu...