Capital Business Solutions recently assisted the staff of Greensboro Day School in North Carolina, a CBS Client since 2007, with their Blackbaud Financial Edge software.

Working with Beth Mayer, new Controller for the school, CBS provided customized training in areas including a High Level Overview of Financial Edge plus in depth work on the General Ledger, Reports, Budget Management, Advanced Budget Management, Security Configuration, Allocation Management, Accounts Payable, AP EFT, Cash Management, Purchase Orders, E-requisitions, Accounting Forms, Accounts Receivable, Fixed Assets, Cash Receipts, and the Accounting Queue.

In addition they covered Student Billing topics like Generating transactions automatically, Billing for Advance Deposits, Financial Aid Management, Statement generation, Generating Fixed Amount Automatic Payments, Calculating Finance & Late Charges, Copying Products/Billing Items, Managing Billing Groups, Querying & Reporting, and the Merging of Records

Who is Greensboro Day School?

Greensboro Day School

Greensboro Day School, founded in 1970, develops the intellectual, ethical, and interpersonal foundations students need to become constructive contributors to the world. Students must have the opportunity to develop the skills needed to live and work in a world that increasingly diverse; to understand and respect the different cultures and beliefs they will encounter in their lives; and to become active participants in their global society.  GDS provides challenging and inspiring academic programs that support students in achieving their potential in college and life; a socially and economically diverse community that honors and nurtures relationships among students, faculty, and community; exceptional extra-curricular opportunities that enrich the educational experience; and global perspectives that cultivate respect for others and promote stewardship of the environment.

Which CBS Consultant is working with Greensboro Day School?

Jason Simpkins – Senior Consultant and Implementation Specialist

Jason graduated from Bluefield State College in Bluefield, WV in 2000 with a Bachelor of Science in Business Administration, specializing in Accounting and Management. Since then, Jason worked as an accountant for a CPA firm whose audits consisted primarily of nonprofit and government entities. He also served as a controller for a manufacturing/building company, managing the accounting department and being responsible for month end closing and financial statements for 14 separate companies. Today, Jason uses his nonprofit and accounting skills as an Implementation Specialist and Consultant for Abila MIP Fund Accounting and Blackbaud Financial Edge Services.

If you are interested in finding out more about customized Fundraising Software Training and Consulting, Nonprofit Accounting Software Training and Consulting, or School Administration Software Training and Consulting please call 919-821-1244 x26 or contact us to chat.