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Created On: 10/12/2023
in New Features Release Guide: https://sgasoftware.com/downloads/Accounting-Release-Guide-v12.6.pdf
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Created On: 10/09/2023
in Bug Fixes Bug Fixes for 12.6 12.6.11 1099 Process A warning message has been added if the year has been finalized and a user attempts to generate 1099 data again. 12.6.10 Reporting When "display" is selected with no report in the drop-down m...
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Created On: 08/01/2023
in Bug Fixes Bug Fixes for 12.5 12.5.13 AP/GL Entry Options Corrected a number format issue that was causing an error message when editing future/past period entry. 12.5.13 Account Transactions Extended the account field when a lengthy descript...
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Created On: 07/13/2023
in Pulse Collections
Uncollectible Balances
Always follow your YMCA’s policies and procedures for collections.
Cancel per your YMCA’s policies
Membership:
Cancel as of the last day of the last paid billing cycle. The system automatically re...
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Created On: 07/13/2023
in Pulse Collections
Audit Outstanding Balances
Reporting > SGA Master Pulse Reports > Transactions > Receivables Aging
Run Receivables Aging report
Click Reporting > Sign In using your regular SGA credentials.
In the SGA Master...
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Created On: 07/13/2023
in Pulse End of Shift
Deposits End of Shift > Edit > Print Always follow your YMCA's specific procedures. Click End of Shift Set the date range to the days being deposited. Reconcile each batch Count the cash and checks. Click the edit pencil. C...
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Created On: 07/13/2023
in Pulse End of Shift
End of Shift End of Shift > Edit Always follow your YMCA's specific end-of-shift procedures. Click End of Shift on the top menu bar. Click on the edit pencil icon to the left of your shift total. Count cash received and enter...
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Created On: 07/13/2023
in Pulse Member Accounts Payments
Gift Cards
Find Member > Offerings > Gift Cards
Sell Gift Card
Find or add a member.
Hover over Offerings > Click Gift Cards from the drop-down menu.
Click Add.
Enter the gift card number and a...
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Created On: 07/13/2023
in Pulse Member Accounts Payments
Payment Adjustments
Activities > Transactions Always cancel the activity or adjust the sale before processing a refund or void. (Salt, then Pepper!) Adjusting a payment, either by refund or void, does not negate the sale...
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Created On: 07/13/2023
in Pulse Member Accounts Payments
Manage Payment Methods
Find Member > Payment Methods
Add New Payment Method
Find or add a member.
Click Payment Methods.
Click Add Card or Add Bank Account and enter the Account Information....