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Tour InstructionsTour Instructions

•Use the Enter key, Page Down key or left click on yourmouse to continue through the tour.•Use the Enter key, Page Down key or left click on yourmouse to continue through the tour.

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• Choose Go To Slide, then select the last slide you visited.• Choose Go To Slide, then select the last slide you visited.

Press the right arrow key to start!Press the right arrow key to start!

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Comprehensive & Easy To UseComprehensive & Easy To Use

Accounting

•Quick check writing andreceipt entry

•Financial Reporting inmultiple formats – includingSemiannual Financial

•Track transactions by fund,department and account

•Easy search and edit of entries

•Simple bank reconciliation

•Quickly switch between funds

•Accounts payable trackingand payment

Payroll

•Create payrolls for multiplepay periods

•Automatic deductions fortaxes, retirement, healthinsurance, etc.

•Prints all required federaland state tax reports

•Tracks and accrues sickand vacation pay

•Unlimited pay categoriesand expense distribution

•Direct deposit available

CenterPoint Opening ScreenCenterPoint Opening Screen

Quick Select IconsFor Various Processes

Access activities three ways

CenterPoint Opening ScreenCenterPoint Opening Screen

Quick Select IconsFor Various Processes

Access activities three ways

Menus

Icons

CenterPoint Opening ScreenCenterPoint Opening Screen

Quick Select IconsFor Various Processes

Access activities three ways

Menus

Icons

Quick List

CenterPoint Quick ListCenterPoint Quick List

Includethe mostcommonlyused items

Customize itto fit yourneeds

The quicklist providesquick andeasy accessto anyCenterPointtask.

Flexible SetupFlexible Setup

•Create unlimited number of funds

•Set up departments for any fund

Create a Chart Of AccountsThat Conforms To Your NeedsCreate a Chart Of AccountsThat Conforms To Your Needs

•Add accounts anytimeas you use the system•Add accounts anytimeas you use the system

•Deactivate (hide) anaccount in any fundwhere the account willnot be used•Deactivate (hide) anaccount in any fundwhere the account willnot be used

•Use account numbersor don’t use accountnumbers – the choiceis yours•Use account numbersor don’t use accountnumbers – the choiceis yours

Vendor ListVendor List

•If you have names inyour list that you willnever use again, you candeactivate them so thatyou will not see themwhen you look at yourlist of names

•Each time you enter aname the system willpermanently save thatname so you can alwaystrack entries by name

Additional Names FeaturesAdditional Names Features

Enter newvendors orcustomerswith asmuch orlittle detailas you like

Write ChecksWrite Checks

Easy drop down

selection boxes:

•Choose your fund

•Choose your bankaccount

•Choose your payee

Code one check to

various expense

accounts and

departments

Watch a Typical Bill PaymentWatch a Typical Bill Payment

Click Save to post the entry and print the checkClick Save to post the entry and print the check

Print Laser ChecksPrint Laser Checks

Two stubs

One forthe vendorand onefor yourrecords

Keeps Up with Accounts PayableKeeps Up with Accounts Payable

Deductions &Benefits frompayroll areautomaticallyset up as“invoices due”for you to paylater

Record ReceiptsRecord Receipts

Assign adeposit numberto all of thereceipts that areincluded on theday’s depositslip

Recall a TransactionRecall a Transaction

If you’ve entered a transaction for a name before

and you want to make a similar entry again, just

click on “Recall” and it will bring in detail from thelast transaction entered for that name

Click & ReconcileBank StatementsClick & ReconcileBank Statements

Just check off transactions that cleared thebank statement.

Extensive Search & EditCapabilitiesExtensive Search & EditCapabilities

•Search by anyelement ofthe entry:fund, name,account, dept.and more

•Print outsearch results

•Correctposting errors

Financial ReportsFinancial Reports

•Balance Sheet

•Statement of Revenues &Expenditures

–By department

–List budget and variance

–Compare to prior year

•Six Month Financial Report

•Cash Flows by Month

•Five Year IncomeStatement Comparison

•Trial Balance

•Bank Register

•Vendor Aging & ActivityReports

•General Ledger

•General Journal

•Transaction Detail Reports

•Sources & Uses Report

•Budget Report

•12 Month IncomeStatement Trend Report

•Plus many more

Double click on any incomeor expense line to seethe detail of that total!

Hundreds of reports andreport variations!Hundreds of reports andreport variations!

Financial ReportsFinancial Reports

Semiannual Financial ReportSemiannual Financial Report

Print out yoursix monthreport tosubmit forpublication

PayrollPayroll

•Maintains employeeinformation

•Unlimited user definedearnings categories

•All types of deductiontracking

•Records and tracks sick,vacation, and other leave

•Create your own customemployee informationfields

•HR information info,including linked scanneddocuments andeducational certificates

•Easy pay run entry – justenter hours for hourlyemployees

•Automatically excludedeductions on specialpay runs

•Direct deposit available

CenterPoint Payroll is powerful and flexible

Simple Payroll ProcessingSimple Payroll Processing

First select theemployees topay

Simple Payroll ProcessingSimple Payroll Processing

Automaticdeduction &benefitcalculations

Then enterhours for hourlypersonnel

Salaried paycalculatedautomatically

Maintain Employee InformationMaintain Employee Information

General employeeinformation

Maintain Employee InformationMaintain Employee Information

Additional humanresources detail

Link employee photo andscanned documents forinstant recall

Maintain Employee InformationMaintain Employee Information

Set up employeepay additions

Multiple earningcategories

Pay amount,frequency andaccounting detail

Maintain Employee InformationMaintain Employee Information

Set up federaland state taxdeductions

Payroll Checks and ReportsPayroll Checks and Reports

Government Tax ReportingGovernment Tax Reporting

Print ready-to-mailfederal and stateforms on plain paper.

All required payroll taxand unemploymentforms are included.

CenterPoint does thework for you. Justprint, sign and mail.

Administer Your BudgetsAdminister Your Budgets

Enter your

budget by

fund and

department

Run Actual vs. BudgetComparison ReportsRun Actual vs. BudgetComparison Reports

Customize withadditional columnssuch as:

percent of budget orprior year-to-date

What Do You Get When We Install CenterPoint?

•CenterPoint comprehensive Accounting & Payroll Software

•Complete setup of your chart of accounts and employeeinformation, including year-to-date employee earnings anddeductions and general ledger account balances

•Analysis of your current accounting structure andrecommendations for potential streamlining andsimplification of the accounting process

•Delivery and software installation on your system

•Training of office staff

•Unlimited toll free telephone support by both CSA SoftwareSolutions and Red Wing for one year

•First year of program updates and tax tables

Available On-Site Support andTraining ClassesAvailable On-Site Support andTraining Classes

•We can come to your office and train newpersonnel.

•We offer CenterPoint training classes at leastonce a year. This is a great opportunity fornew employees to learn the basics or fortraining on the advanced features andfunctions that CenterPoint offers.

Order Your

CSA Software Solutions

Business Forms From

No matter what your

check needs are, we can

supply them for you…

Your Complete Business Forms Supplier

•Laser Checks

–Payroll

–Accounts Payable

–General Purpose

•3-On-A-Page Checks

•One-Write Checks

•Deposit Tickets

•Envelopes

•Receipt Books

•Name Stamps

•Endorsement Stamps

•W-2 Forms

•1099-Misc Forms

•1099-R Forms

Ask about getting your logo printed on your checks!

Thanks again for your interest in CenterPointand CSA Software Solutions.If you have any other questions,please contact us at:(800) 264 - 44659900 Maumelle BoulevardNorth Little Rock, AR 72113info@CSASoftwareSolutions.comThanks again for your interest in CenterPointand CSA Software Solutions.If you have any other questions,please contact us at:(800) 264 - 44659900 Maumelle BoulevardNorth Little Rock, AR 72113info@CSASoftwareSolutions.com

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