New Year FAQ

2 Articles View All

• How to create Child Care tax statements
• 2016 National Constituency Report

Trinexum FAQs

12 Articles View All

• New EFT Security Changes
• Stop Sign Error
• Partial Refund
• Why is one of our sponsors missing from ...
• Where was the overpayment used?

Recent Q&A View All

• Windows 10 upgrade

Welcome Center

26 Articles View All

• Smart Cart vs. Quick Cart
• Smart Cart Overview
• How to add a new person in Smart Cart
• How to sell a membership
• How to renew a membership

CenterPoint Accounting

5 Articles View All

• How to add accounts in CenterPoint
• How to set up a Master Budget in CenterP...
• How to enter daily deposits from Trinexu...
• How to import an Excel file for a your b...
• How to complete a Trinexum to CenterPoin...

Child Care & Camp

39 Articles View All

• An Introduction to Camp & Care | The...
• An Introduction to Camp & Care | How...
• How to access or create a Camp & Car...
• How to link sponsors and participants
• How to view a participant's current...

Recent Q&A View All

• Batch Registration

Fund Raising and Donor Spotlight

26 Articles View All

• How to create pledge cards
• How to use the Donor Spotlight dashboard
• How to enable Donate Now on the website ...
• How to add a header to the Donate Now pa...
• How to add a Fund Raising Coordinator em...

Administration

22 Articles View All

• All About Automated ACH Billing
• All About Automated Credit Card Biling
• All About Online Credits
• How to add online credit
• How to remove online credit

Recent Q&A View All

• Expiring credits

People & Families

9 Articles View All

• People & Families Overview
• Membership Connections vs. Family Connec...
• How to merge two individual records
• How to run a Duplicate People Search rep...
• How to access People & Families

Membership Management

9 Articles View All

• How to change membership rates
• How to make an individual the Billable M...
• How to change an individual's membe...
• How to reactivate a membershp
• How to batch change memberships

Subsidy 360

11 Articles View All

• How to apply a Custom Membership Award
• How to add scholarships and subsidies to...
• How to add scholarships or subsidies dur...
• How to manage membership subsidies and s...
• How to apply scholarships and subsidies ...

Corporate Management

10 Articles View All

• Corporate Membership Payment Workflow Gu...
• Payroll Deduction Workflow
• How to create a new corporation
• How to establish links between corporati...
• How to establish corporate expected amou...

Resource Manager

12 Articles View All

• How to create resource package categorie...
• How to add or edit resources (staff or f...
• How to sell resource packages
• How to rollback a redeemed session
• How to access and use the Resource Sched...

Core Programs

14 Articles View All

• How to create a new class or program
• How to create a new category
• How to create or edit cycle
• How to make an existing cycle a Current ...
• How to see an individual's program ...

Staff Management

7 Articles View All

• How to create roles and login types
• How to assign menu access to existing ro...
• How to add new staff members and designa...
• How to assign custom rights
• How to define Dashboard permissions

Counter Sales

2 Articles View All

• How to create a new Counter Sale group
• How to create a new Counter Sale item

HUB and Self Service Portal

18 Articles View All

• How to add new headers to the HUB
• How to change HUB and Self Service Porta...
• How to set HUB/Self Service Portal progr...
• How to put programs on the HUB/Self Serv...
• How to select membership types available...

Recent Q&A View All

• Changing HUB login

HUB Mobile

2 Articles View All

• How to add the HUB Mobile app to your mo...
• How to change your primary organization

VAC Management

13 Articles View All

• How to install the VAC
• Setting Up VAC Stations in Trinexum
• How to change the VAC station
• How to change sound preferences
• How to put the VAC in test mode

Smart Access

13 Articles View All

• Smart Access Location/Installation
• Installing IBC Readers
• Smart Access Home Screen
• How To Add Your Readers Into Smart Acces...
• How to Change Synchronization Time

Gift Cards

7 Articles View All

• How to pay for a gift card
• How to cancel a lost or stolen gift card
• How to sell a gift card
• How to find the gift card PIN number
• How to redeem a gift card

System Reports

11 Articles View All

• Financial Reports
• General Reports
• Membership Reports
• Program Reports
• Resource Manager Reports

Ad Hoc Reporting

1 Article View All

• How to give Ad Hoc access to a staff mem...

Electronic Payment Processing

3 Articles View All

• Tokenization and PCI
• EMV and Credit Card Processing in Trinex...
• Daxko Payment Services

Training Videos

32 Articles View All

• Welcome & Introduction
• New Membership & Receipting
• Point of Sale Receipting
• Quick Cart Receipting
• Receivables Receipting

Keycard Orders

1 Article View All

• How to order keycards

Daxko Reciprocity

1 Article View All

• Exporting to Daxko Reciprocity

Hardware Information

2 Articles View All

• IDTech Keyboard Programming Guide
• Honeywell Genesis 7580g Programming Shee...

Accrual Accounting

1 Article View All

• Accrual Methodology