Description: Managing finance in iMIS doesn’t have to feel overwhelming. This practical session walks you through the most common financial workflows - batches, deferred income, dues invoicing, and refund - so you can keep your data clean, your books accurate, and your team confident.
You’ll learn best practices for managing and troubleshooting batches, tracking deferred income, handling dues and accounts receivable, and integrating iMIS with external accounting tools like Intacct and QuickBooks. We’ll also cover how to process refunds and adjustments correctly and close with live Q&A to address your real-world scenarios.
iMIS Version: EMS
Target Audience:
- Finance Teams
- Anyone looking to learn more about iMIS finance
Takeaways:
- Best practices for reopening, editing, and cleaning up batches
- How to track, analyze, and troubleshoot deferred income balances
- Smarter strategies for dues invoicing and unpaid accounts receivable
- How to export and reconcile GL data with external accounting systems
- Proper steps for processing refunds and financial adjustments
- Answers to your finance-specific iMIS questions during live Q&A
Presenter(s): Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC
Fees: Free for iUG Members, $50 for Non-Members