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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

G/L Journal Entry Detail - By Posting

The G/L Journal Entry Detail - By Posting report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

G/L Journal Entry Detail - By Account

The G/L Journal Entry Detail - By Account report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

G/L Play Revenue Allocated to Type of Ticket

The G/L Event Revenue by Type of Ticket report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Financial Statements - Balance Sheet

The Financial Statements - Balance Sheet report can be found under the G/L Reports category. This report has additional criteria than most reports. Click here for more information on the Set Day As 'Today' tab. Below the image are detailed notes in regards to uses for the report.

Balance Sheet Detail - Monthly for Current Year

The Balance Sheet Detail - Monthly for Current Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Balance Sheet Detail - Monthly for Prior Year

The Balance Sheet Detail - Monthly for Current Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Balance Sheet Detail - 5 Year Comparison

The Balance Sheet Detail - 5 Year Comparison report can be found under the G/L Reports category. Below the image are detailed notes to help you in using the report.

Detail Marketing Tabs

The detail and marketing tabs are the top of the patron screen are used to manage additional information about the patron. This might include birthdays, net worth for wealth management, past donation totals and volunteer summaries.

Account History Tabs

The account history tabs at the bottom of the patron window and used to display the history of the patron such as ticket purchased, donations, past orders, emails that they've received, meetings and todo's associated with the patron, statistical purchase history and more.

Cards List Window

Membership, Pass/G.C. Cards can be used to grant access to a membership by multiple people. Much like checking into a hotel, when the clerk asks how many keys you want, Membership Cards (room keys) allow use of a particular membership (or memberships) by a group of people.

Passes are created and access from the patron window, Pass/GC tab

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