Membership: Basics

In this video, learn about the Blank Data Entry Form and Creating New Families with Individuals.  Presented 06/29/2022.

Membership: Adding Families

In this video, learn the basic features of the Membership Module.  Presented on 08/04/2021.

Membership: Creating Individuals

In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.

Membership: People Screen

In this video, learn about Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.

Membership: Printer, Label, & Compass

In this video, learn about the buttons for the printer, label, compass and copy. Presented on 12/1/2017.

Membership: Assigning Groups/Classes & Skills/Interests

In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021.

Membership: Additional Helpful Links

Donations: Basics

In this video, learn the basic features of the Donations Module.  Presented on 08/05/2021.

Donations: Manage Givers

In this video, learn about Individuals & Families, Adding Donations Individuals & Groups, Assign a Giver #, and Gives with Family. Presented on 02/09/2023.

Donations: Giving Accounts

In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022.

Donations: Enter Donations

In this video, learn about Entering Donations, Batch Codes, Account Order, Working with the Batch, Edit an item in Batch, Delete an Entry, Print Batch Report, Post Batch and Unposted Batches. Presented on 06/11/2019.

Donations: Additional Helpful Links

Pledges & Campaigns, Other Enter Donations Information, Browse Donations, Donation Statements, Donations Reports, Comparison Reports, Transfer to Accounting, and Assign Giver # & Gives with Family

Accounting: Fund Accounting Basics

In this video, we overview the basics and nuances of fund accounting. Presented on 10/13/2017.

Accounting: Chart of Accounts Wizard

In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and entering beginning balances.  Presented on 9/26/2017.

Accounting: Basic Transactions

In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits.  Presented on 09/09/2020.

Accounting: Enter Bill & Pay Bill

In this document or video, learn the Process of Entering Bills and Paying Bills. Presented on 03/15/2022.

Accounting: Sample Chart of Accounts

In this document, view an example of a well organized Chart of Accounts.

Accounting: Additional Helpful Links

Sub Accounts & Sub Funds, Financial Reports Basics, Bank Reconciliation, Payroll Journal Entry, and Payments from a Liability

Payroll: Setup FAQs

In this document, find standard setup situations for Pastoral and Lay Staff.  Presented on 07/11/2023.

Payroll: Setup Employees

In this video, learn the Process for Entering New Employees and Contractors. Presented on 10/11/2022.

Payroll: Calculate Payroll

In this video, learn how to Complete a Payroll from Start to Finish.  Presented on 10/13/2022.

Payroll: Allowances & Deductions

In this video, learn how to Setup and Use for Different Situations. Presented on 10/18/2022.

Payroll: Tax Reports

In this video, learn about the New Tax Report Available and the Features of Aatrix. Presented on 12/20/2022.

Payroll: Additional Helpful Links

Setup Direct Deposit, Paying Direct Deposit,  Calculate Adjustment, Check Designer, and Reports