December 12, 2019

Payroll: Entering Employees and Independent Contractors

In this video, learn about General 1 and 2, Federal, State, Local, Deductions, Allowances and Totals Tabs.  Presented on 12/12/2019.
November 12, 2019

Payroll: End of Year Procedure

In this video, learn how to Prepare for End of Year and New Year Setup. Presented on 11/12/2019.
November 6, 2019

Donations: Lists & Labels (v19 & Newer)

In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 11/06/2019.
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.