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Volume 26 No. 6 June 2014

IN THIS ISSUE: 50% Supplement Credit Expires End of the Month We Need Your Summit Evaluations Webinar - Getting Ready for Your Year End CPE Credits Big Thanks to Our Sponsors!

It was Great Seeing Everyone!

GMS would like to thank everyone who attended the GMS Summit 2014 in Baltimore, MD. For most of the year GMS staff’s relationships with our clients consists of phone calls and emails. It is always such a pleasure to be able to see clients in person that are able to attend our Sum-mits! The interaction this year was tremendous and we thank the attendees for the great comments and suggestions we have already received. (Please see the article on page 3 about the summit evaluations.) We hope those who attended found the sessions and interaction with other agen-cies helpful and educational. As is always the case, the GMS staff continues to be educated as well during the Summits. This is a result of conversations we have with clients and hearing your thoughts and comments. We truly value your feedback! We also hope you had some time to experience the Inner Harbor area of Baltimore. We look forward to seeing even more clients next year at the GMS Summit 2015 from June 21st through June 26th at the Grand Hyatt in Denver Colorado!

“Post All” Buttons When processing month end, do you print all of your reports on the Cost Allocation menu and then click the Post All Allocations button? Do you print all of the Financial Reports and then click Post All Financials? If you answered Yes to the above ques-tions, you are creating extra work for your-self plus increasing the time required to obtain your reports. The Post All Allocations button was added to the menu to allow you to quickly allocate costs to produce mid-month reports. The Post All Financials button was added to al-low the information on your financial re-ports to be stored in temporary tables so that you can then proceed to prepare vari-ous supplements at mid-month that extract data from these tables to generate reports. Neither button is designed to be used at

month end, nor should they be viewed as additional steps when closing your month end. During month end processing you should print each report individually and in order. This is especially important when running the Cost Allocation menu. If you do not print each and every report on the Cost Allocation menu and in their proper order, you may discover your financial re-ports have either missing or inaccurate in-formation. As you print your reports, you should always review them for accuracy before continuing to the next report.

Don’t Forget Our

Discounted On-Site Rates

Please remember that there is a 10% discount

of the Accounting System on-site fee for all

weeks from June 2, 2014 through June 27,

2014. That’s right! The current daily rate of

$600 will be reduced to $540 per day for that

period. (Additional actual travel costs still ap-

ply.) Book now while there are still weeks

available!

Page 2 NEWS FROM GMS A PUBLICATION FOR GMS CLIENTS VOLUME 26 NO. 6

GMS, Inc. 10559 Metropolitan Avenue

Kensington, MD 20895

Phone: 800-933-3501

Fax: 301-933-3502

E-mail: service@gmsactg.com

Present versions

of Software are:

Accounting 1.2.295

RLSS 1.0.0.11

“Sometimes the poorest man

leaves his children the richest

inheritance.”

~Ruth E. Renkel

GMS Staff at the Thursday evening reception during the 29th Annual Summit.

Left to right, back row: Duane Scott, Administrative Operations; Rod Jones, Implementation & Training Manager; Donald

Cassady, President/CEO; Marilee Floener, RLSS Director/Service & Support Specialist; Deann Hasbrouck, Implementation &

Training Manager; Barb Rassler, Service & Support Specialist; Jill Siewert, Service & Support Specialist; Ann Dragoo, Direc-

tor of Service & Support; Robin Berseth, Events and Technology Director.

Front row: Era Williams, Director of Sales & Marketing; Sara Drury, Director of Administrative Operations; Kim Cosentino,

Service & Support Specialist; and Yongling Xin, Software Engineer.

50% Supplement Credit Expires End of Month!

Baltimore Summit Attendees – The deadline for ordering supplements and receiving the credit is June 30, 2014. Agencies whose staff attended the GMS Summit 2014 in Baltimore, MD

are entitled to a 50% discount on the purchase of supplements up to the cost of their regular summit registration fee on all supplements ordered between the time of registering and June

30, 2014. For those agencies whose staff registered for and attended the intensives following

the regular summit, the 50% supplement discount credit will also be applied. For agencies that

sent some employees to the regular summit and other employees to the intensives, the 50%

credit will be applied against the larger of the two: summit or intensive registrations. The credit will not be applied against the combination of both summit and intensive registrations.

This is a great way to save $$ on your summit attendance. You can place your orders on the

GMS website at www.gmsactg.com.

Page 3 NEWS FROM GMS A PUBLICATION FOR GMS CLIENTS VOLUME 26, NO. 6

Answer Key on Page 4

SUDOKU FUN We Need Your Summit Evaluations Please!

We rely on the evaluations turned in by attendees of the GMS

Summits in a big way! Suggestions for new sessions are dis-

cussed every year by the GMS staff and comments about ses-

sions are reviewed and discussed in an attempt to improve

sessions in the following years. Ideas and suggestions about

general topics also help us when we are looking for outside

guest speakers or to come up with new sessions. If we only

receive evaluations from 10% of the attendees and one or

two of the 10% didn’t like a session or would like to add a

new one, we don’t really have a good representation of opin-

ions upon which to base our decisions. This is also true when

rating sessions. GMS staff review all the comments and rat-

ings to determine what the attendees liked and didn’t like and

what new ideas have been suggested for future training ses-

sions. If you attended the GMS Summit 2014 in Baltimore,

MD and haven’t had a chance to return your evaluation,

please mail or fax a copy to the Maryland office, or email a

scanned copy to robin@gmsactg.com. Our address and fax

number are on page 2 of this newsletter. An evaluation form

follows this newsletter for your convenience.

Page 4 NEWS FROM GMS A PUBLICATION FOR GMS CLIENTS VOLUME 26, NO. 6

Big Thanks to Our 2014 Summit Sponsors and Partners!

All of us at GMS would like to thank our 2014 sponsors and partners for helping to make the sum-mit held last month in Baltimore, MD a huge success! We hope that our clients were able to visit their booths and found value in their services. National Document Solutions - Steve Werle, GHG Corporation - Debbie Sabin, Financial Benefit Solutions - Bill Minturn, TRG Networking - Toni Rosen and Rina Reed

CPE Credits from the 2014 Summit

If you attended the summit and want to receive CPE credits, please send an email to our Event Director, Robin Berseth at robin@gmsactg.com. Please include your name, your agen-cy’s name and address along with a listing of the sessions you attended.

EVALUATION AND SUGGESTIONS

This evaluation sheet is a very important part of planning our annual conference. Please fill out and return it to the registration desk before you leave the conference. Your name and agency need not be filled out if you would rather it be anonymous. Thank you for taking the time to give us your comments and reactions.

It will help assure all agencies the best future financial management conference GMS can provide.

Please rate the sessions from 1-5. (1=poor 5=outstanding)

1. Please rate the opening session with Steve Gilliland from 1 – 5. (1=poor 5=outstanding) _____

2. If you attended one of the Intensive Training Sessions on Thursday and Friday, which one did you attend?

_____#1 Training on Accounting Software

_____#2 Year End Procedures/Preparing for Audit

_____#3 Laptop Training on RLSS

Please rate the session from 1-5. (1=poor 5=outstanding) ______

Accounts Payable Processing

A/R and CR Processing

Accounting Setups & Master Files

Bank Rec & Other Tools Functions

Basics of Year End Part 1 & Part 2

Design and Implementation of Internal Controls

GMS Cost Allocation Options

Handling Special Situations within GMS-RLSS

Hide Your Goat

Intro to GMS Accounting Software

Importing and Exporting From GMS

Month End Processing

Overview of A/P Supplements

Overview of Payroll Supplements

Overview of Selected GL Supplements

Overview of Year End & Audit Supplements

Payroll Processing

Q & A with Accounting Staff

Remote Access & Backup/Disaster Recovery

Report Writer – Basics Part 1 & Part 2

Report Writer – Advanced

RLSS Features and Supplements

RLSS Reports & Master Query

RLSS Setups, Master Files and Schedules

Software Shortcuts You Might Not Know

10559 Metropolitan Avenue, Kensington, MD 20895 800.933.3501 fax: 301.933.3502 www.gmsactg.com

3. What did you think of the city? (1=poor 5=outstanding) _____

Comments:__________________________________________________________________

___________________________________________________________________________

4. What did you think of the hotel? (1=poor 5=outstanding) _____

Comments:__________________________________________________________________

___________________________________________________________________________

5. How can we improve our program for next year? ____________________________________

_____________________________________________________________________________

New Session Ideas:_____________________________________________________________

6. Did you utilize the Computer Clinic? Yes ( ) No ( )

If so, did you find the clinic informative, useful & time well spent? (1=poor 5=outstanding) ______

7. Did you book a one-on-one appointment with one of our Service and Support Specialists?

Yes( ) No ( )

If so, did you find the appointment informative and useful? (1=poor 5=outstanding) _____

8. How did we do on the logistics? (Registration, signs, meeting space, etc.)

(1=poor 5=outstanding) _____

9. Other comments and suggestions:

_____________________________________________________________________________

_____________________________________________________________________________

10. Would you be interested in sharing your testimony of GMS and/or the GMS Summit with our Marketing Director, Era Williams? Yes ( ) No( )

NAME: _______________________________________________________________________

AGENCY: ____________________________________________________________________

THANK YOU FOR ATTENDING

THE GMS SUMMIT 2014 - 29th FINANCIAL MANAGEMENT CONFERENCE

SEE YOU NEXT YEAR IN DENVER!