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How to View this Presentation This presentation is a Microsoft PowerPoint presentation. The presentation contains animations and should be viewed as a.

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Presentation on theme: "How to View this Presentation This presentation is a Microsoft PowerPoint presentation. The presentation contains animations and should be viewed as a."— Presentation transcript:

1 How to View this Presentation This presentation is a Microsoft PowerPoint presentation. The presentation contains animations and should be viewed as a Slide show. Select the Slide Show Icon located on the bottom right to view the presentation as a Slide Show. Use your key board Space Bar to step forward through the presentation. The presentation will display the following message when the Space Bar should be pressed: (Dont be impatient) Use your Back Key to step back through the presentation. This allows you to review previously viewed information. Use your ESC Key to end the presentation. Close the presentation to return to equineGenie. Press the space bar! Press the space bar! © 2013 GenieCo Inc. All rights reserved.

2 Welcome to equineGenie Tutorials Press the space bar! © 2013 GenieCo Inc. All rights reserved. Purchases Using A Credit Card

3 Click to Pay With Credit Card Click to Pay With Credit Card Press the space bar! Setup Prerequisites (one time setup) *Supplied Item Setup (Hay) *Supplied Item Setup (Hay) *Checking Account(s) *Checking Account(s) Purchasing and Paying With A Credit Card © 2013 GenieCo Inc. All rights reserved. Item / Supplier In this tutorial we purchase hay and pay for it with a credit card. (1) Purchase Hay (2) Pay for the Hay with a credit card. (3) Make a credit card payment. *Credit Card Account(s) *Credit Card Account(s) *Chart of Accounts and Subaccounts *Chart of Accounts and Subaccounts Expense 5520 – Horse Forage (Hay) *Select A Button For Setup Instructions *Select A Button For Hay Purchase, Payment and Billing Click to Exit Press the space bar!

4 Click to Pay With Credit Card Click to Pay With Credit Card Purchasing and Paying With A Credit Card © 2013 GenieCo Inc. All rights reserved. Setup Prerequisites (one time) In this tutorial we purchase hay and paying for it with a credit card. (1) Purchase Hay (2) Pay for the Hay with a credit card. (3) Make a credit card payment. Press the space bar! *Supplied Item Setup (Hay) *Supplied Item Setup (Hay) *Checking Account(s) *Checking Account(s) Item / Supplier *Credit Card Account(s) *Credit Card Account(s) *Chart of Accounts and Subaccounts *Chart of Accounts and Subaccounts Expense 5520 – Horse Forage (Hay) *Select A Button For Setup Instructions *Select A Button For Hay Purchase, Payment and Billing Click to Exit

5 Payment Method Payment Method Pay With Credit Card Pay With Credit Card Purchase Hay Pay Credit Card Bill Pay Credit Card Bill *Select A Button To See Screen Entries. Screen Entries To Execute Hay Purchase and Payment Purchasing and Paying With A Credit Card In this tutorial we purchase hay and pay for it with a credit card. (1) Purchase Hay (2) Pay for the Hay with a credit card. (3) Make a credit card payment. Press the space bar!

6 Press the space bar! Payment Method Payment Method Pay With Credit Card Pay With Credit Card Purchase Hay Pay Credit Card Bill Pay Credit Card Bill *Select A Button To See Screen Entries. Screen Entries To Execute Hay Purchase and Payment Purchasing and Paying With A Credit Card In this tutorial we purchase hay and pay for it with a credit card. (1) Purchase Hay (2) Pay for the Hay with a credit card. (3) Make a credit card payment. Click to Exit

7 Financial Setup Chart of Accounts Press the space bar! © 2013 GenieCo Inc. All rights reserved.

8 Financial Setup Chart of Accounts Financial Accounts Most Important Initial Financial Business Management Decision You Will Make Identifying the Financial Accounts for your business is possibly the Most Important Initial Financial Business Management Decision You Will Make. The accounts identified provide; Chart Of Accounts General Ledger The accounts that make up your businesss Chart Of Accounts for its General Ledger. as important, it is the financial foundation for your businessMeasure and Manage Cash ProfitabilityBusinesss Worth And, as important, it is the financial foundation for your business to Measure and Manage your Cash needs, your Profitability and your Businesss Worth. Suggested Reading Chart of Accounts In the White Papers section on The Genie Academy page in www.equinegenie.com If you cant measure it, you cant manage it! Press the space bar! Press the space bar! Press the space bar! Press the space bar! © 2013 GenieCo Inc. All rights reserved.

9 Financial Setup Chart of Accounts equineGenies Chart Of Accounts Selection CategoriesHorse Business equineGenies Chart Of Accounts Selection is organized into Categories to financially manage any type of Horse Business. CategorySelect An Account Category A Category is selected from the Select An Account Category dropdown. Account Categories Asset Accounts Liability Accounts Equity Accounts Profit and Loss Accounts The Account Categories fit into four sections: Asset Accounts (Current, Fixed and Other Assets); Liability Accounts (Current and Long Term Liabilities); Equity Accounts (the Owners and Businesss Worth) and Profit and Loss Accounts [P&L] (Income and Expense). Income Statement Income Expenses Balance Sheet Assets Liabilities Equity Press the space bar! Press the space bar! Press the space bar! Press the space bar! © 2013 GenieCo Inc. All rights reserved.

10 Financial Setup Chart of Accounts AccountsAccount Category Select An Account Account Chart Of Accounts Accounts unique to each Account Category are displayed in the Select An Account dropdown. Clicking on an Account will add it to your Chart Of Accounts. Account Categories Accounts The Genie Academy Page, Financial Setup Manual Section - Appendix on the equineGenie Website, www.equinegenie.com A list of equineGenies Account Categories and Accounts can be viewed in The Genie Academy Page, Financial Setup Manual Section - Appendix on the equineGenie Website, www.equinegenie.com. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

11 Financial Setup Chart of Accounts equineGenie Chart Of Accounts Measure and Manage Your equineGenie Chart Of Accounts can be tailored to match how you want to Measure and Manage your businesss financials. Subaccounts Account Account Category You can add your own Subaccounts to any previously selected Account in an Account Category. equineGeniefrom 999 to as many as 9,999 subaccountsAccount Category equineGenie allows you to add from 999 to as many as 9,999 subaccounts to each Account Category. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

12 Press the space bar! Financial Setup Chart of Accounts SubaccountsAccount You can track the detail of any business financial transaction by setting up Subaccounts under an Account. Subaccount For example, you can track the cost of your different grains or any other expensed item by setting up a Subaccount. (1) Account Category(2) the Account(3) New Item Subaccount Number (4) Describe The Subaccount Enter A Subaccount To add a subaccount you select the (1) Account Category, (2) the Account, (3) New Item from the Subaccount Number dropdown and (4) Describe The Subaccount in the Enter A Subaccount dropdown. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! 5520 – Horse, Forage (Hay) Press the space bar! 5520.001 – Horse, Forage (Hay) Subaccount Number Press the space bar! 5520.001 – Grass Hay Press the space bar! Click to Return To Setup Click to Return To Setup

13 Financial Setup Credit Card Press the space bar! © 2013 GenieCo Inc. All rights reserved.

14 Financial Setup Credit Card Enter/Select Credit Card provider [New Credit Card Provider] Name Enter your Credit Card Provider in the Enter/Select Credit Card provider dropdown. The entry is made by selecting [New Credit Card Provider] and entering the Name. Enter the Credit Card Providers contact information. This is optional, but highly recommended. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

15 Financial Setup Credit Card Credit Cards Account Number Enter/Select Credit Card # [New Credit Card #] Number Enter the Credit Cards Account Number in the Enter/Select Credit Card # dropdown. The entry is made by selecting [New Credit Card #] and entering the Number. Credit Card # Type Of Credit Card Credit Card Provider VisaMaster CardAmerican ExpressDiscover Entering a Credit Card # activates the Type Of Credit Card. If your Credit Card Provider is your bank or another financial institution, enter the type of credit card; e.g., Visa, Master Card, American Express, Discover…. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

16 Financial Setup Credit Card Credit Cards Credit Limit Credit Limit ($) Enter your Credit Cards Credit Limit in the Credit Limit ($) box. Credit Cards Over Limit Fee Over Limit Fee ($) Enter your Credit Cards Over Limit Fee in the Over Limit Fee ($) Box. Credit Cards Late ChargeLate Charge ($) Enter your Credit Cards Late Charge in the Late Charge ($) Box. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

17 Press the space bar! Press the space bar! Press the space bar! Financial Setup Credit Card Account Balance Account Balance ($) balance is zero, enter 0 If your Credit Card has an Account Balance, the balance should be entered in the Account Balance ($) box. If the balance is zero, enter 0. Entering a balance establishes the amount already charged to your credit card and the amount available for purchases. Entering a balance establishes the amount already charged to your credit card and the amount available for purchases. Multiple Credit Card Accounts Same Provider Another Credit Card Same Provider Multiple Credit Card Accounts with the Same Provider can be entered by selecting Another Credit Card Same Provider. © 2013 GenieCo Inc. All rights reserved. equineGenie automatically makes your credit card provider a vendor so your credit card statement payments can be made on the Pay A Bill screen. Press the space bar! Credit Card Financial Institution Press the space bar! Credit Card Number Press the space bar! Type of Credit Card Press the space bar! Credit Card Limit Press the space bar! Credit Card Over Limit Fee Press the space bar! Credit Card Late Charge Press the space bar! Credit Card Balance At Setup Press the space bar! Click to Return To Setup Click to Return To Setup

18 Financial Setup Checking Press the space bar! © 2013 GenieCo Inc. All rights reserved.

19 Financial Setup Checking Enter/Select Financial Institution [New Bank] name Enter your Bank or Financial Institution in the Enter/Select Financial Institution dropdown. The entry is made by selecting [New Bank] and entering the name. Entering the Banks or Financial Institutions contact information is optional, but highly recommended. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

20 Financial Setup Checking Checking Accounts Account Number Enter/Select Checking Account # [New Checking Account #] Number Enter the Checking Accounts Account Number in the Enter/Select Checking Account # dropdown. The entry is made by selecting [New Checking Account #] and entering the Number. Checking Account # Enter Debit Card #Checking Account Debit Card click in the box and enter the Number Entering a Checking Account # will activate the Enter Debit Card #. If the Checking Account has a Debit Card attached to it, click in the box and enter the Number. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

21 Financial Setup Checking Checking Account flag a possible overdraftAmount Reserve ($) If you want your Checking Account to have a reserve to flag a possible overdraft, enter the amount in the Amount Reserve ($) box. The reserve amount is not additional funds available in your checking account. The amount lets equineGenie know when to alert you of a possible overdraft. The reserve amount is not additional funds available in your checking account. The amount lets equineGenie know when to alert you of a possible overdraft. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

22 Financial Setup Checking Checking Account Maintenance Fee Overdraft Fee Maintenance Fee ($) Overdraft Fee ($) If your Checking Account has a Maintenance Fee or an Overdraft Fee, enter the respective amounts in the Maintenance Fee ($) and the Overdraft Fee ($) boxes. Another Checking Account Same Institution If you business has more than one Checking Account at the same bank or financial institution, selecting Another Checking Account Same Institution will save your current information and allow you to enter another account. A Checking Account Setup screen is two pages. Selecting Go To Open Accounts will display the Checking Account Setup 2 nd page. Select Enter before selecting Go To Open Accounts. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

23 Financial Setup Checking Checking Account NumberSelect Checking Account # equineGenie To open a checking account, select the Checking Account Number displayed in the Select Checking Account # dropdown. equineGenie remembers all the checking accounts you identified. Date Enter or select the Date you opened the account. Amount equineGenie Enter the initial Amount you deposited in the account or transferred in when you opened your equineGenie account. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

24 Press the space bar! Press the space bar! Press the space bar! Financial Setup Checking EquitySavingsCash Checking Account You will need to select a source of funds to open your checking account. Equity is always a choice. If a Savings or Cash account have been setup, or another Checking Account they will be available in the dropdown. SavingsCash Checking Account Account Number If you select a Savings or Cash account, or another Checking Account, as your source of funds you will need to select the Account Number associated with the selection. A Checking Account Setup screen is two pages. Selecting Previous Page will display the Checking Account Setup 1 st page. Select Enter Before Leaving This Page. © 2013 GenieCo Inc. All rights reserved. Checking Account Financial Institution Press the space bar! Checking Account Number Debit Card Account Number Checking Account Personal Reserve Press the space bar! Press the space bar! Press the space bar! Checking Account Number Opening Date Opening Amount Source of Opening Funds Press the space bar! Press the space bar! Press the space bar! Press the space bar! Click to Return To Setup Click to Return To Setup

25 Press the space bar! Supplier / Services Setup © 2013 GenieCo Inc. All rights reserved.

26 Supplier / Services Setup ItemEnter/Select Purchased Item or ServiceNew Item [New Item] name Enter the Item to be supplied in the Enter/Select Purchased Item or Service dropdown. A New Item is entered by selecting [New Item] and entering the Items name. Enter / Select Item Inventory Category Select the items inventory category from the Enter / Select Item Inventory Category dropdown. If equineGenies knowledgebase doesnt have a desired Inventory Category, a New Inventory Category can be added by selecting [New Category] and entering the category. The New Category will be auto learned the Genie. If equineGenies knowledgebase doesnt have a desired Inventory Category, a New Inventory Category can be added by selecting [New Category] and entering the category. The New Category will be auto learned the Genie. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Items identified for purchase are associated with an inventory category. equineGenie provides inventory reports on all items in inventory by category. Press the space bar!

27 Supplier / Services Setup Item Enter/Select Vendor or Supplier New Supplier [New Supplier] Suppliers Name Enter or select the supplier of the Item in the Enter/Select Vendor or Supplier dropdown. A New Supplier is entered by selecting [New Supplier] and entering the Suppliers Name. Enter the Suppliers contact information. Entering the information is optional, but highly recommended. If a supplier has already been entered as the supplier of another item the supplier will be available in the dropdown and when selected, their contact information will be automatically displayed. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

28 Supplier / Services Setup Safety Stock ItemSafety Stock Enter the Safety Stock of the Item. The Safety Stock is the minimum quantity of an item that you want on hand before reorder. UnitsItem Units Units Select the Units of the Item from the Units dropdown. The Units is the unit of measure of an item on hand. Delivery Lead Time Delivery Lead Time Delivery Lead Time Select the Delivery Lead Time from the Delivery Lead Time dropdown. The Delivery Lead Time is the number of days it takes for an item to be delivered after it is ordered. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! An items safety stock, its unit of measure, its consumption rate and the number of days for an item to be delivered are all used to compute an items reorder schedule. If any one of the reorder parameters change, equineGenie automatically adjusts its reorder schedule. Press the space bar!

29 Press the space bar! Press the space bar! Supplier / Services Setup Red flag warnings reduce operating errors and improve system function and execution. Red flag warnings reduce operating errors and improve system function and execution. © 2013 GenieCo Inc. All rights reserved. Never too much Inventory on hand, but enough so you do not run out and best of all, no cash unnecessarily tied up – no supplies' wasted, no money wasted! Item to be Purchased Press the space bar! Press the space bar! Press the space bar! Inventory Category Primary Supplier Safety Stock Press the space bar! Unit of Measure Press the space bar! Delivery lead Time (2 Days) Press the space bar! Click to Return To Setup Click to Return To Setup

30 Press the space bar! Purchase Grass Hay © 2013 GenieCo Inc. All rights reserved.

31 Purchase Grass Hay © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! Grass Hay PurchasedEnter / Select Item To Be Purchased Select Grass Hay to be Purchased from the Enter / Select Item To Be Purchased dropdown. Supplier / Services Setup Grass Hay should have been previously setup on the Supplier / Services Setup screen. Horse Forage Inventory Category The Horse Forage Inventory Category previously identified will be automatically displayed.

32 Purchase Grass Hay © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! Purchase DateCalendar Icon Enter the Purchase Date or select it from the Calendar Icon. Delivery DateCalendar Icon Enter the Delivery Date or select it from the Calendar Icon. Delivery Date Delivery Lead Time If the Delivery Date is longer then the previously identified Delivery Lead Time a possible shortage warning is generated. AmountGrass Hay Purchased Enter the Amount of Grass Hay that is being Purchased. The purchased Amount must be in the Unit of Measure you feed. *Note - A flake of hay is not a Unit of Measure. Pound or Kilogram are Units of Measure. The purchased Amount must be in the Unit of Measure you feed. *Note - A flake of hay is not a Unit of Measure. Pound or Kilogram are Units of Measure. Unit of Measure The Unit of Measure previously identified will be displayed. Press the space bar! Press the space bar! Press the space bar!

33 Purchase Grass Hay © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! Immediate Use (Less Than 1 Year) Select the Immediate Use (Less Than 1 Year) button. This lets equineGenie know the purchase will be expensed. This lets equineGenie know the purchase will be expensed. Add To Inventory/Supplies Select the Add To Inventory/Supplies button. This adds the purchased quantity to the Inventory/Supplies On Hand. This adds the purchased quantity to the Inventory/Supplies On Hand. Department DepartmentPercentage Total Percentage 100% If you have more than one Department in your business, a purchase can be allocated to each Department on a Percentage basis. The Total Percentage must equal 100%. Press the space bar! Press the space bar!

34 Press the space bar! Purchase Grass Hay © 2013 GenieCo Inc. All rights reserved. Purchases Continued On Next Page To complete the Purchase information, select the Purchases Continued On Next Page button

35 Press the space bar! Press the space bar! Press the space bar! Press the space bar! Purchase Grass Hay © 2013 GenieCo Inc. All rights reserved. Press the space bar! Items Receipt Number Receipt # Enter the Items Receipt Number in the Receipt # box. It is highly recommended that you get a receipt for all purchases. It is highly recommended that you get a receipt for all purchases. ItemTaxedTaxSales Tax ($) If the Item is Taxed, enter the Tax in the Sales Tax ($) box. Total Purchase Amount CostTotal Amount Sales Tax Enter the Total Purchase Amount in the Cost box. The Total Amount should include any Sales Tax. Comments PurchasePurchases Comment Enter any Comments about the Purchase in the Purchases Comment box. Select the RED $ to Initiate the Purchases Financial Transaction Click to Return To Purchase Hay Click to Return To Purchase Hay Press the space bar!

36 Press the space bar! Purchase Hay Payment Method © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! RED $Payment Method Selecting the RED $ will display the Payment Method popup. Hay Select Supplier / Vendor / Provider The Hay supplier is selected from the Select Supplier / Vendor / Provider dropdown. 5000 – 9999 Expense Category The 5000 – 9999 Expense Category is automatically displayed. 5520 – Horse, Forage (Hay) Select Account The 5520 – Horse, Forage (Hay) account is selected from the Select Account dropdown Hay Subaccounts Subaccount Select Subaccount If Hay Subaccounts have been setup, select the associated Subaccount from the Select Subaccount dropdown. Press the space bar!

37 Press the space bar! Purchase Hay Payment Method © 2013 GenieCo Inc. All rights reserved. Pay BY... Credit Card Payment By Credit Card Selecting the Pay BY... Credit Card button will display the Payment By Credit Card popup. Click to Return To Purchase Hay Click to Return To Purchase Hay

38 Press the space bar! Press the space bar! Press the space bar! Press the space bar! Purchase Hay Credit Card Payment © 2013 GenieCo Inc. All rights reserved. Pay By... Credit CardPayment By Credit Card Selecting the Pay By... Credit Card will display the Payment By Credit Card popup. Credit Card AccountCredit Card Account # Select the Credit Card Account from the Credit Card Account # dropdown. Purchase Amount Amount ($) The Purchase Amount is automatically displayed in the Amount ($) box. Purchased Date Purchase Date The Purchased Date is automatically displayed in the Purchase Date box.

39 Press the space bar! Purchase Hay Credit Card Payment © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! Credit Cards Balance The selected Credit Cards Balance is displayed. Credit Card Balance The Credit Card Balance includes the current purchase. Credit Cards Available Balance The selected Credit Cards Available Balance is displayed. Credit Card Available Balance The Credit Card Available Balance includes the current purchase. PayPurchased Amount Credit Card Purchases Page 2 Selecting the Pay button charges the Purchased Amount to the selected Credit Card and redisplays the Purchases Page 2. Press the space bar! Press the space bar!

40 Press the space bar! Press the space bar! Purchase Hay Credit Card Payment © 2013 GenieCo Inc. All rights reserved. Pay Payment By Credit Card You can tell the Pay button was selected on the Payment By Credit Card popup by the brackets around the Purchase Cost. Enter Transaction JournalAmount Credit Card RegisterExpense in the Expense Ledger Supply Ledgers and Reports all automatically without having to open any other screens. Selecting the Enter button enters the transaction in the Transaction Journal, enters the Amount in the Credit Card Register, enters the Expense in the Expense Ledger and all associated Supply Ledgers and Reports – all automatically without having to open any other screens. Click to Return To Purchase Hay Click to Return To Purchase Hay

41 Financial Management Pay A Bill Press the space bar! © 2013 GenieCo Inc. All rights reserved.

42 Financial Management Pay A Bill Pay A Bill InvoiceBill equineGeniehas not been paid The Pay A Bill screen allows you to pay an Invoice or Bill that has been previously entered in equineGenie, but has not been paid on another screen in a system. Matching Bill Enter A Bill Expense ChargedVendors Account Credit Card There should be a Matching Bill entered on the Enter A Bill screen or Expense Charged to a Vendors Account or a Credit Card on another screen. Select Vendor / Supplier Vendor Setup screen in the Financial Business Setup To pay a bill select the vendor from the Select Vendor / Supplier dropdown. The vendor must have been previously setup on the Vendor Setup screen in the Financial Business Setup. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

43 Financial Management Pay A Bill Vendors Account Number Select Vendor / Supplier Account # Select the Vendors Account Number from the Select Vendor / Supplier Account # dropdown. Vendors Account Number equineGenie Account Balance: ($)i.e., money your business owes the vendor When a Vendors Account Number is selected, equineGenie will display the vendors Account Balance: ($); i.e., money your business owes the vendor. © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar!

44 Financial Management Pay A Bill Enter the date the bill is paid in the Payment Date box or select the Payment Date from the Calendar Icon. Amount Enter the Amount of the payment in the Amount Paid box. Matching Bill Enter A Bill equineGenie Vendors Account Credit Card You do not need to select any account categories or accounts. They were identified when you entered the Matching Bill on the Enter A Bill screen or another screen in equineGenie where a Vendors Account or a Credit Card was charged. RED dollar sign initiates the payment transaction Selecting the RED dollar sign initiates the payment transaction. Example © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! Press the space bar!

45 Financial Management Pay A Bill RED dollar signPayment Transactionpopup Selecting the RED dollar sign initiates the Payment Transaction and displays the Payment Method popup. vendor is automatically displayed The vendor is automatically displayed without having to be reentered. chose one of the five payment methods Financial Business Setup You chose one of the five payment methods. Whichever payment method you choose must have had an account previously setup in the Financial Business Setup. For this example we are going to choose your Checking Account. Example © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar! Press the space bar!

46 Financial Management Pay A Bill Check Payment Method Payment By Check Selecting the Check Payment Method displays the Payment By Check Popup. The available checking accounts are displayed in the Checking Account # dropdown. If only one checking account has been setup that account is automatically displayed without having to be selected. If only one checking account has been setup that account is automatically displayed without having to be selected. Example © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

47 Financial Management Pay A Bill Payment Amount Pay A Bill The Payment Amount is automatically transferred and displayed from the Pay A Bill screen. Payment Date Pay A Bill The Payment Date is automatically transferred and displayed from the Pay A Bill screen. Account Balance: Account Balance Checking AccountAmount Available: Account Balance Checking Account Reserve The Account Balance: displayed is the Account Balance of the selected Checking Account. The Amount Available: is the Account Balance minus any Checking Account Reserve. Example © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

48 Financial Management Pay A Bill Check Number Check Number Box Enter the Check Number in the Check Number Box. Add Check To Check Print File Print Check Report MS Excel file Selecting the Add Check To Check Print File button adds the check information to a Print Check Report that can be exported in a MS Excel file. Pay Selecting the Pay button finalizes the transaction. Example © 2013 GenieCo Inc. All rights reserved. Press the space bar! Press the space bar! Press the space bar!

49 Financial Management Pay A Bill Enter Transaction JournalCheck # 5692 and the Checks AmountCheck RegisterExpense in the Expense LedgerVendors and Businesss Payablesall automatically without having to open any other screens or reports Selecting the Enter button enters the transaction in the Transaction Journal, enters Check # 5692 and the Checks Amount in the Check Register, enters the Expense in the Expense Ledger and reduces the Vendors and Businesss Payables – all automatically without having to open any other screens or reports. Example Press the space bar! © 2013 GenieCo Inc. All rights reserved. Credit Card Provider Press the space bar! Credit Card Account Number Press the space bar! Credit Card Account Balance Press the space bar! Credit Card Payment Date Press the space bar! Credit Card Payment Amount Press the space bar! $ Select The Red $ To Complete The Payment

50 Financial Management Pay A Bill Credit Card Provider Is Displayed Press the space bar! Payment By Check Press the space bar! Press the space bar! Select The Checking Account Press the space bar! Payment Amount, Payment Date, Checking Account Balance and Amount Available Are Displayed. Press the space bar! Enter The Check Number Press the space bar! Make The Payment Complete The Transaction Press the space bar! Click to Return To Purchase Hay Click to Return To Purchase Hay

51 © 2013 GenieCo Inc. All rights reserved. Press the space bar!

52 Thank you for viewing our Credit Card Tutorial! Join The Genie Team 1.888.678.4364 info@equinegenie.com Simple Simply Revolutionary! Put The Genie to work for you today! The Gold Standard Dr. Jim Heird, PhD Texas A&M University www.equinegenie.com Press the space bar! © 2013 GenieCo Inc. All rights reserved.


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