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Resource Center

Finance 101: Basic Principles & Chart of Accounts

Thu, Jul 9, 2020 | 10:00 AM-11:30 AM CT

Learn the basic principles of fund accounting and get started in the Finance module. We’ll talk about fund accounting principles, account types, and accounting groups, and we’ll cover how to add accounts.

  • Basic accounting principles
  • Adding a fund
  • Account numbering/grouping
  • Creating a chart of accounts
    • Assets
    • Liabilities
    • Equity
    • No account type
    • Income
    • Expense
    • Dedicated
  • Connecting to Contributions
  • Chart of accounts report
  • Budgets
    • Single budget
    • Budget import

Price: $25 per seat for supported customers and $30 per seat for non-supported. Quantity discounts are available. A digital training manual and a recording of the webinar are included in the price. Your church will be invoiced once after all webinars are completed.

Cancellation Policy: Verbal cancellation required at least fifteen days prior to training start date. No refund will be given for cancellation after fifteen-day period.

CTS reserves the right to cancel or change dates.

Register for the Webinar