ASB360°

ASB 360 & ASBWORKS UPGRADE VERSION 1.8.0

noreply@blogger.com (PTAEZ Accounting Online) — Sat, 14 Aug 2010 05:14:00 +0000

In our continuing effort to make ASB360 meet the needs of our users, effective at 7PM on Friday, August 13, 2010, we will be updaing our website with many new and exciting features.

New Features and Upgrades

Now featuring Encumbrance Accounting
Credit Card option in Point of Sale (POS)
New design for Check Writing

Multiple fundraising items on checks
Ability to link Purchase Orders to checks

New and improved functionality within Purchase Orders
New Item Administration with the capability of tracking:

Equipment
Textbooks
Fees
Parking Permits
Student Health Physicals

Student Records with the ability to link and track students:

Fines
Fees
Textbooks

New look for Budget to Actual Reporting
Expanded options for Budgeting
Improvements to various reports such as:

Account Statements
Purchase Orders

PLEASE REMEMBER TO UPGRADE YOUR CURRENT POINT OF SALE VERSION PRIOR TO USING THE SOFTWARE. LINKS ARE AVAILABLE ABOVE TO DOWNLOAD THE VERSION YOU NEED.

ASB360 UPGRADE REPORT

noreply@blogger.com (PTAEZ Accounting Online) — Mon, 12 Apr 2010 17:58:00 +0000

We have just released ASB360 Version 1.7.0 and would like to share with you the upgrades and new features that been added or affected:

1. Initial Setup has been improved to make it more user friendly. All account editing is done on one tab now instead of multiple tabs.

2. Account Admin has been simplified and is capable of removing an account now.

3. Club Admin has been more simplified and is able to add both a revenue and expenditure account to the club.

4. Fundraiser – No longer required to have a club to create a fundraiser, only needed if they would like to keep track by clubs.

5. Journal Entries – Made to have auto numbering and has been simplified.

6. Transaction Reports – Speed has been dramatically increased.

7. Account statement – Format has changed to show more detail.

8. Bank Reconciliation – Format has changed slightly to make more user friendly.

We have also made changes to the program as a whole to improve speed and functionality.

You will need to do an upgrade to your Point of Sale Application as well. To do so, please go to http://csmdev.com/files/ASBWorksPOSUpgrade-1.7.0-b2sm.exe and save the file then run through the installation which should only take a few moments.

If you have any questions or concerns, please do not hesitate to contact me Matthew Saatlou at (209) 834-0556.

THANK YOU!

CADA Conference

noreply@blogger.com (PTAEZ Accounting Online) — Fri, 05 Mar 2010 20:30:00 +0000

Hi All,

We're here in Reno today at the CADA conference having a great time meeting a lot of folks from the schools. Make sure to check out some of the pictures below.

Record Retention

noreply@blogger.com (PTAEZ Accounting Online) — Wed, 30 Sep 2009 16:45:00 +0000

According to best practices designed by FCMAT, the following guidelines pertaining to ASB documentation should be followed (unless specified through additional guidance set forth by District policies):

ASB Constitution, Bylaws and Charters - Permanent Retention
Equipment Inventory - Permanent Retention
Club and Council Minutes - 4 Years
Budgets - 4 Years
Invoices and Approval Documentation - 4 Years
Bank Statements & All Bank Records - 4 Years
Financial Statements & Other Accounting Records - 4 Years

New ASB360 Update Release

noreply@blogger.com (PTAEZ Accounting Online) — Fri, 18 Sep 2009 21:42:00 +0000

With the hard work of our team, we have just released the latest version of ASB360! We are excited to share with you the newest features and improvements to the software.

We have added the Student Report which will be a huge time saver for Bookkeepers. That report will include the students information such as name, address, phone number, student ID and email. It will also include all of the transactions the student has made, all checks that have been written out to that student, any journal entries concerning that student and all the clubs that student has joined. The Student Report will be extremely useful in different situations, especially when trying to track a student’s transactions and purchases.

In the report sections, we have also added the Transaction Summary Report. This report shows all accounts with their beginning balances, the funds that have gone in and out of the account then finally the ending balance. This can be done for any and all time periods. It is nice to be able to view each account and a brief summary on a single line.

One of the other features we have added is the ability to print receipt copies and void receipts in ASB360. The Previous and Next buttons can be used to browse through receipts or if the receipt number is available, there is also a search feature. A “Receipt Copy” watermark will be printed on such receipts to avoid any confusion between a copy and the original. In case of mistakes and/or refunds, the ability to void a receipt will move things right along.

Besides the additions that were made, we have also made improvements to the overall usability of ASB360 including improvements to the Fundraisers, Receipts, Checks and Deposit Slips.

Come back to our blog for the latest ASB360 news and updates!

Help Desk

noreply@blogger.com (PTAEZ Accounting Online) — Wed, 16 Sep 2009 23:02:00 +0000

We are pleased to introduce the ASB360 Help Desk! For any technical assitance with ASB360, please contact us at 1-877-944-7798.

Welcome Back!

noreply@blogger.com (PTAEZ Accounting Online) — Tue, 08 Sep 2009 21:39:00 +0000

ASB360 hopes you enjoyed the Labor Day weekend!

For many, this is also a welcome back from the summer break and to a new year of school. During the summer break, there may be some things that you have forgotten with the ASB360 program. If so, just give us a call at (877) 944-7798 and ask for Hai. He is one of our many specialists that can get you back into the groove.

2009 FCMAT Associated Student Body Accounting Manual

noreply@blogger.com (PTAEZ Accounting Online) — Thu, 03 Sep 2009 16:51:00 +0000

FCMAT has released the 2009 ASB Accounting Manual. The manual provides best practices on student body organization internal controls and procedures. It is a great source for developing and reviewing policies and laws relating to an ASB. I really like the new features scattered around the manual that discuss “Fraud Alerts” and how to identify them in an ASB.

Fundraisers!

noreply@blogger.com (PTAEZ Accounting Online) — Tue, 25 Aug 2009 19:41:00 +0000

This is a great site to share ideas and give feedback on different fundraisers that your ASB or PTA has participated in over the past year. I have seen some real innovative fundraisers lately related to student prepared artwork. For example, a student creates some masterful art during class, and it can be sent to different companies and they will make coffee cups, shirts, blankets, and even postage with the artwork on them. The ASB or PTA can then make profit from the sales!

Introduction to ASB360°

noreply@blogger.com (PTAEZ Accounting Online) — Tue, 25 Aug 2009 00:05:00 +0000

ASB360° is a fully web based student body accounting and operations solution. One of the main objectives of the software is to automate, to the fullest extent possible, the operations within a student body.

The primary users of ASB360° include school and district administrators, bookkeepers, teachers and students of all ages. The software is being developed, upgraded and maintained on behalf of CSM Consulting, Inc.

ASB360° integrates student fundraising tracking, student registration and many other features not commonly found in accounting software purchased off the shelf. The program allows access to a multitude of user including teachers, students and administrators. Access can be limited through an admin account that will restrict the type of activities that may be utilized.

Visit us online at ASB360°

ASB360 in Action!

noreply@blogger.com (PTAEZ Accounting Online) — Sun, 23 Aug 2009 05:28:00 +0000

Check out ASB360 in action by visiting our web based program - simply click here.

All major web browsers are supported.