SLIDE 1
InTouch & Deposit Refresher
July 12th, 2016
Lisa Smith, Emily Stinebaugh, Holli Tuttle
InTouch & Deposit Refresher July 12th, 2016 Lisa Smith, Emily - - PowerPoint PPT Presentation
InTouch & Deposit Refresher July 12th, 2016 Lisa Smith, Emily - - PowerPoint PPT Presentation
InTouch & Deposit Refresher July 12th, 2016 Lisa Smith, Emily Stinebaugh, Holli Tuttle Assigning Fees Required! Mass Assigning / Customer Groups Refunds Required backup Quick Tips Emailing receipts from InTouch Pg 47 of User
SLIDE 2
SLIDE 3
Refunds
Required backup
SLIDE 4
Quick Tips
Emailing receipts from InTouch
Pg 47 of User Guide!
SLIDE 5
Quick Tips
Email Receipt Prompt
SLIDE 6
Quick Tips
Importing ID’s to create customer group
Pg 88 of User Guide!
SLIDE 7
Quick Tips
SLIDE 8
Deposit Guidelines
7 Days Mail Handwritten Receipts Accountability Plan High School Student Promo Ticket
SLIDE 9
Dunbar
SLIDE 10
Check Acceptance Guidelines
Accounts Receivable Website
SLIDE 11
Miscellaneous
- Safe Access
- Online Payments and Instructions
SLIDE 12
NSF - InTouch
SLIDE 13
Reports
NSF reporting
○ Check Audit - Date Range (of original receipt) - NSF Checks - shows all regardless of repayment status ○ Customer Fine/Fee Listing Detail - Date Range - All Grades - export to Excel - filter for NSF in memo field - shows only outstanding NSF fines for your students ○ Revenue by Account Code, Item - Date Range - For site, by all sites - Include NSF items - Memo “NSF” - shows NSF fines and repayments of those fines for your revenue accounts
SLIDE 14
Reports
A/R says I’m missing a report...now what?
Pg 50 of User Guide!
SLIDE 15