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Elks - State Coordinator Webinar - Shared screen with speaker view
Scott Sandy
26:53
ON the amounts, debits = positive, credits = negative?
Debra
29:27
Are you looking to have the account balances uploaded or the actual transactional activity for the month?
Debra
42:13
We have more questions, one moment. I will type them out
Bill
42:33
How will the system handle a correction mande in say June for an April transaction
Scott Sandy
43:00
If we have changes in our mapping, we just need to submit a new mapping file prior to submitting that months activity?
Frank Springer
43:10
Where do we find the recording of this meeting?
Bill
43:19
Will Lodges have to consolidate all entities before submitting.
Bill
44:27
If resubmitting in June for say April transaction, will may also have to be resubmitted.
Frank Springer
47:27
Do all lodges have to submit 2 years of data or can they just start with 4/1/2019?
Bill
47:29
RE; earlier question, if a Lodge has multiple Quickbook files to account for multiple corporations will the Lodge have to consolidate all corporations and perform the elimination entries before creating an upload file?
MStephens
49:38
You will have several Lodges that will be creating the requested info manually from April 1. Therefore will have a signifcant amount of work to do prior years.
Cynthia Bowden
52:57
what kind of reports will be available from Adaptive to the Lodges?
Frank Springer
54:29
How do you want us to handle prior period adjustments?
Scott Sandy
54:37
Once everything is in place, when will each monthly upload file be due?
MStephens
58:14
This system will not replace Quickbooks or whatever program the Lodges are doing for local accounting and daily data entry or does it have a data entry interface? Is all data sent via email upload?
Brad Abrams
58:15
where will data files and information be on Elks.org?
Cynthia Bowden
59:41
I would like to see an account for Utilities-Water.. ;-(
DD
59:59
Is there a standard for sub-accounts? 40120 is rental income. If you want an account for different rental income do you use 40120.1, etc or 40122 as a sub-account?
MStephens
01:06:27
And has a very different skill set..
Timothy Chilinski
01:13:36
will the monthly breakout of the budget be available to the lodges to be put in the Quickbooks
DD
01:13:36
Is there a date that the monthly file needs to be updated? Like by the 10th of the month or asap?
craig
01:16:47
I would suggest that the State Coordinators ask the District Deputies to provide you with the emails of all Lodge Treasurers.
MStephens
01:18:08
Have we considered doing a online interface that would replace Quickbooks functionality to make it easier for the local Lodge
MStephens
01:21:44
daily functions