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Presented by
Recorded Office Hours
Office Hours June 2022
6/21/2022
Reporting 101
Review of our most used out-of-the-box reports, popular custom reports, and submitting custom report requests.
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Amanda and Colleen
Office Hours April 2022
4/25/2022
Service Built for You
A review of our services, an overview of the process and how to leverage services to support your team.
Click Here to View Recording
Hank
Office Hours March 2022
3/22/2022
Tips & Tricks on collecting Recommendations/ Requests
Tips for Recommendations, My BackPack – FormBuilder, and Import Requirements
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Colleen
Office Hours December 2021
12/14/2021
Getting Ready for Enrollment
An overview of the steps you should take to be ready for 2021 Enrollment
Click Here to View Recording
Colleen
Office Hours November 2021
11/09/2021
Admissions Import
An Overview of the Admissions Import Process and best practices
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Colleen
Office Hours October 2021
10/12/2021
Bank Reconciliation
An overview and Bank Reconciliation Tool
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Angela
Office Hours September 2021
09/14/2021
Summer School End of Year Process
An overview and best practices for performing the End of Year process in Summer School
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Colleen
Office Hours August 2021
Aug. 10, 2021
AL/Dev Appeals/Solicitations
An overview of Appeal Setup, Giving
associated
with Appeals, and reporting
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Richard
Office Hours July 2021
07/13/2021
GradeBook Templates
An overview of creating and setting up Gradebook Templates
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Colleen
Office Hours June 2021
06/08/2021
FormBuilder Overview (BTS)
An overview on how to create Forms and add Functionality to forms
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Richard
Office Hours April 2021
05/11/2021
End of Year Process
An overview of the steps outlined in the End of Year Guide
Click here to View Recording
Angie, Colleen, Richard
Office Hours January 2021
1/21/2021
1099 Reporting
An overview of the 1099-NEC and 1099-MISC form following the new IRS changes
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Zachary
Office Hours
December 2020
12/17/2020
Getting Ready for Enrollment
An overview of the steps you should take to be ready for 2021 Enrollment
Click Here to View Recording
Colleen