March 6, 2019Accounting: Adding, Deleting, and Editing Accounts (v19 & Newer)In this video, learn how to make changes to accounts within the Chart of Accounts. Presented on 03/06/2019.
May 30, 2019System: Workstation asking for a Network Username & Password after Windows 10In this document, learn what to do after the Server has been upgraded to Windows 10 and the workstation is now asking for Network Username and Password.
June 6, 2019Accounting: Reissue Lost Payroll Check (v19 & Newer)In this document or video, learn how to handle a lost Payroll check in Accounting. Presented on 06/06/2019.
June 25, 2019Accounting: Bank Reconciliation (v19 & Newer)In this document or video, learn the basic tips for Bank Reconciliations. Presented on 06/25/2019.
July 11, 2019Accounting: Payroll Journal Entry Transactions (v19 & Newer)In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019.
September 17, 2019Donations: Giving to Stay with Surviving Spouse (v20 & Newer)In this document, learn how to keep giving with the surviving spouse after their spouse passes away.
October 3, 2019Accounting: Invoice Accounts Receivable Clients (v19 & Newer)In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019.
November 13, 2019Payroll: Setup FAQsIn this document, find standard setup situations for Pastoral and Lay Staff.
December 4, 2019Accounting: 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.
December 18, 2019Membership: Year End Reports (v22 & Newer)In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019.
February 11, 2020Membership: How to Setup a New Family (v22 & Newer)In this document or video, learn how to Enter a New Family in People. Presented on 02/11/2020.
February 24, 2020Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer)In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.