May 28, 2020

Membership: Standard Report Formats (v22 and Newer)

In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.
May 26, 2020

Accounting: Handling Online Giving Fees (v20 & Newer)

In these documents or video, learn how to handle processing fees from online giving.  Presented on 05/26/2020.
May 6, 2020

Payroll: Vacation & Sick Time

In this video, learn about the process for Posting a Pay that includes Vacation or Sick Time.  Presented on 05/06/2020.
April 9, 2020

Donations: Online Giving (v21 & Newer)

In this video, learn about online giving options and how to integrate with Donations.  Presented on 04/08/2020.
April 3, 2020

Membership: Exporting Email Addresses (v22 & Newer)

In this document, learn how to export email addresses.
April 3, 2020

Membership: Creating Labels (v22 & Newer)

In this document, learn how to create labels for postal mailings.
April 3, 2020

Membership: Basic Reports (v22 & Newer)

The Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.
April 3, 2020

Membership: Using Parentheses (v20 & Newer)

In this video, learn how to use the parentheses for reporting.  Presented on 05/04/2018.
April 2, 2020

Payroll: New W-4 Explanation

In this document or video, learn how to handle the new W-4 Form in Payroll.  Presented on 04/02/2020.
March 31, 2020

Payroll: Wage Garnishment Setup

In this document, learn how to setup a wage garnishment in Payroll and Accounting.
March 27, 2020

Membership: Basic Reports (v20-21)

The Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.
March 27, 2020

Donations: Handling Duplicates (v22 & Newer)

In this document or video, learn how to fix multiple entries for the same individual.  Presented 04/01/2020.