2.0 Communications FAQ

You asked and we've responded!
 

As part of Kesef 2.0, we have created a new client engagement structure that is designed to better service your synagogue and facilitate a more secure and streamlined bookkeeping process. 

Going forward, all requests and submissions relating to the following topics should be made through our new form. You will receive a confirmation email once you submit your request. Then, based on your submission, the appropriate Kesef staff member will address your task. 

⇒What should NOT be sent using this form? 

• Invoices to be paid, check requests and documentation relating to payments made manually (prepaids).  These should be emailed to the bill.com address assigned to you. 
• Pension information.  Information relating to employee pensions should continue to be emailed to your assigned Account Manager until further notice.

⇒What if the item I need to submit is not listed on the form? 

• Reach out to your Account Manager, they will get you to the correct staff member who can assist you.  

⇒Is there a way to have my information auto populate on the form?

• Yes, depending on the browser you use, you can create auto-fill attributes:
  •  Google Chrome Instructions
  • Microsoft Edge Instructions
  • Firefox Instructions
  • Safari for iPhones

⇒Can I still email my Account Manager with Questions not related to items on the form?

• Yes!

⇒Can I still email my AR/ShulCloud Rep with Questions not related to items on the form?

• Yes!

⇒Can I still email my Accounts Payable Rep with Questions not related to items on the form?

• Yes!

⇒Can I still email my Payroll Specialist with Questions not related to items on the form?

• Yes!

⇒I have a W9 to submit.  What do I do?

• Use the secure form to submit.
• On the menu of listed items, select "W-9."
• Use the upload files box, select your document and click open. Your document will appear below the box, click submit.

⇒I have a Bill.com User/Permission change.  What do I do? 

• Use the secure form to submit.
• On the list of options, select "Bill.com Request/Change,"
• In the drop-down, select your type of request .  
• Complete the details and submit.

⇒I need to upload a Bank Statement.  What do I do? 

• Use the secure form to submit.
• On the menu of listed options,  select "Bank Statement
• Use the upload files box, select your document and click open. Your document will appear below the box, click submit.

⇒I need to submit a Stock Donation.  What do I do? 

• Use the secure form to submit. 
• Complete the required information fields listed and submit.

⇒I need a ShulCloud Form or School Module Charge Type review.  What do I do? 

• Use the secure form to submit.  

• On the list of options, select  "ShulCloud Form/School Module Charge Type Review."

• Insert the URL to your form for review in the "Please add the link here" box.

• Ensure that all required form fields are completed and click Submit. 

⇒I need to upload a Check/Cash Deposit Report.  What do I do? 

• Use the secure form to submit.  

• Select Deposits: ShulCloud/Other ShulCloud.

• Use the upload files box, select your document and click open. Your document will appear below the box, click submit.

• Ensure that all required form fields are completed and click Submit. 

⇒I need to upload a Billing and Adjustment Spreadsheet.  What do I do? 

• Use the secure form to submit.  

• Select ShulCloud Billing & Adjustments Spreadsheet.

• Use the upload files box, select your billing and adjustment spreadsheet,  your file(s) will appear below the box.

• Ensure that all required form fields are completed and click Submit. 

⇒I need to upload my Synagogue's Payroll.  What do I do? 

• Use the secure form to submit.  
• Select Payroll Request/Change. 
• Select Payroll Processing Submissions.
• Enter the Payroll Submission Date.
• Use the upload files box, select your document and click open. Your document will appear below the box, click submit.
• If you need to reach your payroll specialist immediately with a question about a current payroll submission, please contact them directly. 

⇒I have a Payroll New Hire, Direct Deposit Change, Termination, Employee Demographic Update or need an Additional or Corrected Run.  What do I do? 

• Use the secure form to submit. 
• Select Payroll Request/Change. 
• In the drop-down, select your type of request/change.
• Complete all required fields and upload documents if required.
• If you need to reach your payroll specialist immediately with a question about a current payroll submission, please contact them directly. 

⇒I need to upload my Synagogue's Payroll Journal Entries.  What do I do? 

• Use the secure form to submit.  
• Select Payroll Request/Change. 
• In the drop-down select Payroll Journal Entries.
• Use the upload files box.
• Use the upload files box, select your document and click open. Your document will appear below the box, click submit.

⇒I have a Scanner request.  What do I do? 

• Use the secure form to submit.  
• Select Scanner Request
• In the "What assistance do you need box", tell us what you need assistance with.

⇒I need to Change my Bank Account.  What do I do? 

• Use the secure form to submit.  

• Select Change of Bank Account.

• Enter all required information and click submit. Then, be sure to send an email with all of this information to Questions@shulcloud.com as well.

⇒If I submit something the “old way” what will happen? 

• You will be respectfully prompted to complete the form to submit your request.

⇒I'm still confused.  What do I do? 

• Attend a Q&A session and we'll have live experts answer your questions!  Register Here.*
  • * You must be logged in to ShulCloud in order to register for the Q&A
    
     

Kesef 2.0 Form