INFORMATION ABOUT DOWNLOADS USING INTERNET BROWSERS

Transcription

1 shelby Arena Quick Tips Exporting Contribution Batch to General Ledger OVERVIEW OF PROCESS After you have entered a batch in Arena Contributions, you will need to export the financial information out to v.5 General Ledger so the income will show in your books. Your trainer or a support person should assist you with the first batch. After that, just remember the following steps: 1. Export selected batches from Arena to Shelby v.5. (NOTE: The export process will launch your default Internet browser and start the download process.) 2. Login to Shelby v.5 and navigate to the General Ledger program. 3. Open Journal Entry and follow the prompts. INFORMATION ABOUT DOWNLOADS USING INTERNET BROWSERS 1. Windows Internet Explorer 9 (IE) will give you a few choices during the download process. Simply choose the Save option. In IE, you may see this download prompt. If so, then select Save. In IE, you may see this download prompt at the bottom of your screen. If so, click the Save button, accepting the default settings.

2 2. The Google Chrome file download progress can be viewed at the bottom left of the browser s screen. 3. The Firefox file download progress is shown in a small popup window. EXPORT SELECTED BATCHES FROM ARENA 1. Click Contributions in the Navigation area. 2. Choose Batch List. 3. Set the Exportable filter to GL File and clear all other filters. 4. Click the Apply Filter button. 5. Place a check mark beside all batches that you wish to export to v.5 General Ledger. 6. Click the Export to GL button located at the bottom left of the grid. 7. Follow the browser s prompts. CAUTION: If you receive a prompt stating that the file already exists, do not proceed and do not close the screen. Open another browser screen and proceed to the next section of these instructions. Import the existing file into General Ledger. Come back to this part and then proceed. CAUTION: If you notice a file named GLTRAN2000 (1).txt in your download files (or a higher number in the parenthesis), then that file needs to be posted (NOTE: You can rename the file to GLTRANS2000.txt and it will post correctly. Contact your trainer if you need assistance)

3 IMPORT THE UPLOADED FILE INTO V.5 GENERAL LEDGER 1. Using IE, launch the following site: 2. Enter your User Name and Password that was supplied by your trainer. 3. Click the Shelby v.5 icon (NOTE: It might take up to 60 seconds to launch the v.5 application.) 5. Enter your User Name and Password and click OK. (NOTE: Do not click the Password button unless you want to change your existing password.) 6. Locate and click on General Ledger.

4 7. You may receive the following notice. If so, choose Permit All Access. (NOTE: Click the Do not ask me again for this site box to bypass this message in the future.) 8. Click the Journal Entries link.

5 9. You may receive the following notice. If so, click the Clear Filters button, then OK. (NOTE: Removing the check mark in the Display at Startup field will allow you to bypass this screen in the future.) 10. When asked if you want to import entries, click Yes. 11. Verify that you are posting to the correct fiscal year, then click the Update All Entries, or OK.

6 12. Click Reports on the menu bar and choose Edit. 13. This will generate a report and prepares the batch(es) for posting. There is no need to print the report. Simply close the screen and proceed. 14. Click Save on the icon bar. This will generate another report like the previous one. (OPTIONAL: Print the report.) 15. Click Yes to verify that you want to update the entries. 16. Click OK on Finalizing the Update screen. (NOTE: If you take no action, the program will automatically update within 30 seconds)