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
Pay invoice links
Customizing the payment confirmation email
Sending invoice payment links
Paying invoices as a guest and reviewing payment information
Customizing the website content for guest invoice payments
Global Payments Gateway
Getting started with Global Payments- AP
Getting started with Global Payments- NA
Payments
Creating a new payment method
Searching for payments
Finding iMIS payments in the Ezidebit portal
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