New Articles

  1. Audit Outstanding Balances

    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...

  2. Deposits

    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...

  3. End of Shift

    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...

  4. Gift Cards

    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...

  5. Payment Adjustments (Refund and Void)

    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...

  6. Manage Payment Methods

    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....

  7. Sale Adjustments

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    Sale Adjustments Find Member > Activities > Transactions > Select Activity > Make Adjustment Find member. Click Activities. Click on the row of the activity to be adjusted. Click Transactions. C...

  8. Cancel Registration

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    Cancel Registration Find Member > Activities > Select Activity > Cancel Find member.  Click Activities. Click on the row of the activity being canceled. Click the Cancel link. Choose the reason f...

  9. Transfer Registration

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    Transfer Registration Find Member > Activities > Select Activity > Transfer The Transfer feature moves the participant from one activity to another. It auto-cancells the old activity and, if payment was made for the old a...

  10. New Registration

    Created On: 07/13/2023 in Pulse Member Accounts Registrations
    New Registration Find Member > Offerings Find or add member. Hover over Offerings and click the program area from the drop-down menu. If needed, filter the list of available programs using the options on the lef...
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