March 28, 2025 Special Financial Transactions
In this session, we will explore how to process voids, make adjustments, waive fees, issue refunds, and manage journal entries.
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Lunch & Learn Takes a Short Break – Back in July!
Due to scheduling conflicts, Lunch & Learn sessions will be paused for the remainder of June. We look forward to resuming them in July. Thank you. Link to Zoom Training
January 26, 2026, 11:00 AM – 12:00 PM CST SYO Training
On Wed, Jan 21, 2026 at 7:07 AM Karlene Thompson <KThompson> wrote: This upcoming training session will review the data points required in Quest for tracking Serious Youthful Offenders. Link to Zoom Training
Meetings for 4/1/25 and 4/4/25 Cancelled
I apologize, I’m at a client location this week. I thought I could still do the Lunch & Learn but I just can’t. We will resume next week with End of Month.
April 15, 2025 Meeting Cancelled
Due to a scheduling conflict, the Lunch and Learn session on Tuesday, April 15, 2025, has been canceled.
June 3, 2025 D&N Training
This session will guide you through the steps involved in updating a case following court hearings, including creating Orders Appointing Counsel, GAL, and/or CASA. Link to Zoom Training
March 25, 2025 Financials Daily Process
This session will guide you through every aspect of the daily process, including assessing fees, processing payments, balancing the cash drawer, depositing funds, and ensuring the money is ready for disbursement. Link to Meeting