January 10, 2020

Payroll: New W-4 in 2020

In this document,  learn about the the W-4 changes and how it effects your Payroll.
December 18, 2019

Membership: Year End Reports (v22 & Newer)

In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019.
December 4, 2019

Accounting: End of Year Cleanup Ideas (v19 & Newer)

In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.
November 13, 2019

Payroll: Setup FAQs

In this document, find standard setup situations for Pastoral and Lay Staff.
November 5, 2019

Membership: Standard Reports (v22 & Newer)

In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 11/05/2019.
October 23, 2019

Donations: Duplicate Giver Transfer (v22 & Newer)

In this video, learn about the New Version 22 feature that deletes duplicate Givers after Transferring Donations. Presented on 10/23/2019.
October 16, 2019

Payroll: Calculate Adjustments & Bonus Pay

In these documents or video, learn about posting accrued Vacations, Sick Leave and Housing. How to Calculate a Bonus Payment.  Presented on 10/16/2019.
October 15, 2019

Membership: Step 1 Reporting (v22 & Newer)

In this video, learn how to use the new Step 1 Screen in Version 22 for Reports.  Presented on 10/15/2019.
October 10, 2019

Donations: Delete Historical (v22 & Newer)

In this video, learn how to Delete old Giving Data.  Presented on 1010/2019.
October 3, 2019

Accounting: Invoice Accounts Receivable Clients (v19 & Newer)

In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019.
September 17, 2019

Donations: Giving to Stay with Surviving Spouse (v19 & Newer)

In this document, learn how to keep giving with the surviving spouse after their spouse passes away.
September 3, 2019

Accounting: Pay Bills (v19 & Newer)

In this document or video, learn how to use Quick Pay, Post and Pay Bills. Presented on 09/03/2019.