Master Data – Academy STAGING

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Finance
Master Data

People

8

Overview People
Basics
- Filter
Import/Export
- How do I import personal data from a file?
- How do I import group members?
Settings
- Master data of the Persons module
- System settings of the person module
Other
- DB fields
- Follow-up

Groups

7

Basics
- What are group types and what can I use them for?
- Overview Groups
Settings
- How do I customize the group homepage of my parent group?
Group Meetings
- How do I configure settings for my Groups meetings?
Automatic Membership

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

23

Basics
- Overview Calendar
- What different types of calendars exist
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- How to configure the info screen display

Events

3

Filter options
Overview Events
Administration
- Services and service categories

Resources

4

Overview of resources
How can I limit the display in the booking plan?
How do I create resources?
How do I create resource types?

Check-in

2

Overview check-in
Connect Label Printer to Check-in

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finance

27

Overview Finance
Basics
Master Data
Transactions
Purposes
- Understanding purposes
- How to add purposes
Donations

Sync

17

Basics
Configure Connections
Configure Jobs
Sync Finance
- How to synchronize accounting data
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

Master Data

How to integrate the complete SKR 42 chart of accounts?
Master data overview
How to add a new client
How to add a new accounting year
How to delete an accounting year
How to set up an account chart
How to add taxes
How to add cost centers
How to add budgets

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How do posts differ from chat?
How does a role of a superior group get permissions for a sub group?
How to set up the start page?
What are the options for embedding ChurchTools on your website?

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