Finance videos

These videos will teach you how to do everything finance related in iMIS! Setting up payment gateways, managing transactions, accounting, taxation, you name it!

See ASI Training for official training information!

Overview

Finance Overview

Invoices

Making payments to open invoices

Adjusting and reversing membership invoices

Adjusting and reversing order invoices

Global Payments Gateway

Getting started with Global Payments- AP

Getting started with Global Payments- NA

Payments

Creating a new payment method

Searching for payments

Viewing payment details

Reversing a payment

Refunding a payment

Transferring a payment

Unapplying and reapplying a payment

Using Pay Later

Applying partial payments

Applying Prepayments

Applying an open credit

Backdating cash and check transactions

Understanding and reviewing failed payments

Creating and using a custom payment receipt

Accounting

Exporting general ledger transactions

General Ledger hierarchy

Setting up due to/due from processing

Printing contact account statements

Printing trial balance reports

Batches

Batches: Overview & Best Practices

Configuring the batch mode

Switching between batches

Creating, posting, and deleting batches

Modifying the batch status and reopening a posted batch

Adding additional queries to the batches window

Exporting batches and running the batch reports

AutoPay

Configuring AutoPay

Using the 'Retrieve processed payments from Pay Central' scheduled task

Sending confirmation emails for recurring payments enrollments and cancellations

Processing recurring membership renewals

Automating the recurring donation process for staff users

Deferred income

Understanding and enabling deferred income processing

Processing deferred income transactions

Taxation

Configuring iMIS for VAT

Tax by zip code

Importing zip codes for tax codes

Asia-Pacific taxation (GSTINC) - Setting up iMIS for GSTINC taxation

Asia-Pacific taxation (GSTINC) - Applying GSTINC to events, commerce orders, and membership billings

Setting up Canadian taxation (GST/HST)

Implementing Canadian taxation for commerce transactions

Implementing Canadian taxation for events

Canadian taxation example: New Brunswick (HST only)

Canadian taxation example: British Columbia (GST & PST)

US taxation

Settings and configuration

Defining default financial accounts and entities

Configuring financial settings