September 19, 2019

Payroll: Calculate Payroll

In this video, learn about Pay Period Taxable Earning Report, Post Payroll to Employee File, Check Printing, Transfer to Accounting and Accounting Transfer Audit Report. Presented on 09/19/2019.
September 17, 2019

Membership: Directory Templates (v20 & Newer)

In this video, learn about different templates available and how to customize. Presented on 09/17/2019.
September 3, 2019

CW Web: Exporting Membership Data (RDWeb/RDP, Summit Hosting & Citrix)

In this document, learn the steps for exporting data and reports for local printing.
September 3, 2019

CW Web: Exporting Accounting Data (RDWeb/RDP, Summit Hosting, Citrix)

In this document, learn the steps for exporting data and reports for local printing.
August 28, 2019

Accounting: Adjust Asset (v19 & Newer)

In this video, learn how to Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 08/28/2019.
August 22, 2019

Payroll: Setting up Direct Deposit

In this video, learn how to setup Direct Deposit at the Bank. Create EFT Prenotify File. Copy EFT Prenotification File. Presented 08/22/2019.
August 7, 2019

Scheduler: Scheduler Options (v19 & Newer)

In this video, learn about the Categories, Duties, Equipment, Locations, Shaded Areas, and Options.  Presented 08/07/2019
July 31, 2019

Membership: People Screen (v20 & Newer)

In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.
July 29, 2019

Payroll: Renumbering Checks & Reprinting Check Stubs

In these documents or the video, learn how to renumber checks and reprint check stubs in Payroll.  Presented on 07/23/2019.
June 26, 2019

Membership: Working with the Grid (v20 & Newer)

In this video, learn how to toggle between the grid and People. Using the grid. How to add/edit/delete data quickly. Presented 06/26/2019.
June 12, 2019

Payroll: Handling Entry of Partial Hours

In this document or video, learn how to enter partial hours properly in Payroll.  Presented on 06/12/2019.
June 4, 2019

Membership: Sample Reports (v19 & Newer)

In this video, learn how to generate a No Giving/No Attendance Report.  Presented on 06/04/2019.