Loading... Please wait...
  • Image 1

Hover over main image to zoom

Custom Workshop Day: v.5 Financials Boot Camp


Product Description

Hands-on exercises to learn day to day operation in using these two modules. (The material offered for this day represents approximately 8 hours worth of interactive training. Also, included are up to five attendees from your organization. Supplies and workbooks are offered for the five attendees.If you have more than five attendees you will need to pay for the additional attendees here.) 

Some of what will be covered

  Shelby v.5 Financials Boot Camp

This workshop covers basic day-to-day entry skills in the core financial modules: General Ledger, Contributions, Accounts Payable, Bank Reconciliation, and Check Express.


During this day-long hands-on workshop you will learn how to:

  • Process weekly giving records for individual gifts with Contributions
  • Finalize Journal Entries in General Ledger
  • Process Invoices and Print Checks in Accounts Payable
  • Use Check Express for making deposits not from Contributions and other items such as bank withdrawals
  • Reconcile the monthly bank statement with Bank Reconciliation
  • Process Payroll for employees


*Hosting organization is also responsible for trainer's travel-related expenses, i.e. airfare and rental car or mileage at the current IRS rate, lodging, and meals (not to exceed an average of $40/day).

Product Reviews

This product hasn't received any reviews yet. Be the first to review this product!

Write Review
* Contact Person:

(Maximum Size: . Type: )
* Contact e-mail:

(Maximum Size: . Type: )
Names of the up to five attendees:
* Proposed Training Date (at least 3 week in future) / include 2nd/3rd choices: