Tech Support onboarding

What we help with: Fix treasurer errors by entering correction in current month. Exception is immediately preceding month, and donor receipts. Use your judgement. If they’re re-doing the whole year, then maybe they do need the books re-opened. Leave an audit trail whenever possible.

Straighten out databases (remove old items from bank records, balance bank rec / fin sum, combine like accounts, suggest zeroing out old accounts, set old accounts to “reconcile never”; use your judgement. The goal is usable reports and accurate bookkeeping)

Help with bank recs (catch them up when years behind by entering adjustment, help w current bank rec; don’t do every month for them unless you feel sorry for them!)

When you enter a transaction, put your initials in the memo

Pay attention to which server you’re sending to! Enter EntityID (from eAdventist) when needed. Check Universal when you can’t find one.

To email: Auditor download link (will work for AZ conf as well, so no need for two installations), password List of phone numbers (Me, Kristi, Leonard, Linda) eVoice app link, password List of supported conferences (quick question - answer & tell them to call their conf; involved question - send to conf) Tech support ad, sample contract?

I need: Schedule (when she wants phone to ring through, when she’ll try hardest to be “on”) Phone number to forward calls to Email address to use for now

If someone needs program, email support with church name & conference Reporter questions come to me. Auditor questions to Linda or me if you can’t answer