GMS NONPROFIT ACCOUNTING AND FINANCIAL MANAGEMENT – WEBSITE NAVIGATION – THE CLIENT PORTAL
By Robin Berseth, Events and Technology Director, GMS, Inc.
With recent upgrades and security improvements to our website, following is important information to better help you navigate using the Client Portal. When using the Client Portal you will find everything you need to successfully download our nonprofit accounting or revolving loan software, order forms, request help, provide feedback, or upgrade your database.
There are four different categories:
- Account Management
- Order
- Support & Feedback
- Downloads & Updates
First let’s talk about what you can do in the “Account Management” section…
- Update Contact Information
*It’s very important that you keep your contact information up-to-date with GMS. We need to know whenever there are staff changes in order to be sure important information is getting to the right people. - Bonus Bucks Referral Program
*The GMS Bonus Bucks program offers rewards to clients who refer other organizations to GMS. Please take advantage of this great offer and receive a supplement coupon of up to $300 per organization. - E-Bill Enrollment
* Want to receive a pdf of your monthly bill via email? Sign up online today!
Next is the “Order” section…
- Order W2/1099/1098 Forms
*GMS offers you affordable forms as well as the option to have your forms printed. Forms will be available to order in August 2014. - Order Supplements
*GMS offers over 75 supplements for our Accounting and RLSS Systems. Take a look at the many supplements available to make your work more efficient. - Upgrade Database Request
*Looking to upgrade your database from Access to SQL? Fill out this form and one of our Service and Support Specialists will be in contact with you.
Now let’s talk about the “Support & Feedback” section…
- Request a Service Call
*Need assistance with your system? Please fill out the “Request a Service Call” form and one of our Service and Support Specialists will respond to your request within 2 hours. GMS service hours are 8:30am to 7:00pm ET Monday through Thursday and 8:30am to 5:00pm ET on Fridays. To see a full summary of our service policies, please visit our site HERE. Chat with a Service and Support Specialist
*For your convenience, GMS offers live chat support Monday – Friday from 8:30am – 5:00pm ET - Feedback
*Have something to share with us? We appreciate hearing from our clients; please use this form to share your thoughts and ideas with us.
Last but not least, let’s discuss the “Downloads & Updates” section…
- This section is loaded with many different downloads including:
o Forms & Miscellaneous
o Installation Packages
o Prepared Report Writer Structures & Queries
o Sample Import Files
o Sample Timesheet Import to be Customized
o Software Revisions
As you will notice, certain areas of the Client Portal are password protected. For increased security to our website, we will update this password each time we have a software revision or more often as needed. We will notify our clients when these updates take place. This is a good example of why having your most up-to-date contact information is very important to us. If you have any questions regarding the improved Client Portal, please email us at service@gmsactg.com
