March 27, 2020Membership: Basic Reports (v20-21)In this document, 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, 2020Membership: Using Parentheses (v20 & Newer)In this video, learn how to use the parentheses for reporting. Presented on 05/04/2018.
April 9, 2020Donations: Online Giving (v21 & Newer)In this video, learn about online giving options and how to integrate with Donations. Presented on 04/08/2020.
May 26, 2020Accounting: 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 28, 2020Membership: Standard Report Formats (v22 and Newer)In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.
July 7, 2020Donations: Multiple Vanco IDs (v22 & Newer)In this video, learn how to add more than one ID for Importing Donations from Vanco. Presented on 07/07/2020.
July 31, 2020Accounting: Make the Switch from QuickBooks to Church Windows Accounting (v20 & Newer)In this video, a special joint webinar with Steeple Accounting. Presented on 07/30/2020.
November 2, 2020System: Creating a New Microsoft Windows™ ProfileIn this document, learn how to Create a New Admin User to Install Church Windows when a Regular Profile rolls back.
November 4, 2020Membership: CASS Certification and NCOA Processing (v20 & Newer)In this video, learn how to Create a File and Install the Output from Lorton. Presented on 11/04/2020.
November 11, 2020Accounting: Manage Years Part 2 (v20 & Newer)In this video, learn how to Delete Unused Accounts and Delete Accounting Years. Presented on 11/11/2020.
November 25, 2020Donations: Giver # Labels (v20 & Newer)In this document or video, learn how to Generate Labels with Giver #s included. Presented on 11/25/2020.
December 8, 2020Accounting: Closing Accounting Year (v20 & Newer)In this document, learn how to permanently close an accounting year.