May 22, 2019

Scheduler: Using Scheduler (v19 & Newer)

In this video, learn how to open and create a new event, set re-occurrences, setup conflict and set conflict colors.  Presented on 05/22/2019.
May 16, 2019

Membership: Standard Reports (v20 & Newer)

In this video, learn how to run the Standard Membership Reports; Birth Date, Anniversary, Groups/Classes and Skills/Interests Reports. Presented on 05/16/2019.
May 16, 2019

Membership: How to Setup a New Family (v20 & Newer)

In this document, learn how to create a new family in Membership.
April 24, 2019

Payroll: Reissue Lost Payroll Check

In this document, learn what to do when someone needs reissued a lost payroll check.
April 23, 2019

Accounting: Payroll Journal Entry (v19 & Newer)

In this document, learn how to complete a Payroll Journal Entry in the Accounting Module.  This process is for customers who do not use Church Windows Payroll.
April 9, 2019

Membership: Transferring Individuals (v21 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. Transfer Membership individuals to Donations. Presented on 04/09/2019.
March 14, 2019

Donations: Compare & Analyze Reports (v19 & Newer)

In this video, learn about the Pledge/Giving Analysis. Campaign Comparison. Giving Comparison. Step Report. Statistical Report. Presented on 03/14/2019.
March 12, 2019

Membership: Editing, Deleting or Copying Attendance (v19 & Newer)

In this video, learn to change information for an entry. Edit event/class/date. Delete and copy attendance. Reports/Labels/Email. Transfer attendance. Presented on 03/12/2019.
March 6, 2019

Accounting: 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.