December 9, 2020Contributions: New Year Prep Steps for 2021In these documents, learn how to Manage Envelope #s, Print Labels with Next Year's Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.
December 17, 2020Donations: Export Giver #s for Envelope Company (v20 & Newer)In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.
March 2, 2021Accounting: Financial to Accounting Transition Help (v20 & Newer)In this video, learn helpful tips after converting to the Accounting Module. Presented on 03/02/2021.
April 14, 2021Membership: Assigning Groups/Classes & Skills/Interests (v20 & Newer)In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021.
August 4, 2021Membership: Basics (v22 & Newer)In this video, learn the basic features of the Membership Module. Presented on 08/04/2021.
August 12, 2021Accounting: Overview (v22 & Newer)In this video, learn basic features of the Accounting Module. Presented on 08/12/2021.
August 18, 2021Scheduler: Overview (v22 & Newer)In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021.
November 9, 2021Accounting: New Year Prep Steps for 2022In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021.
November 23, 2021Donations: Auto Assign Giver #s (23 & Newer)In this video, learn how to use the New Auto Assign Feature for Giver #s. Presented 11/23/2021.
December 21, 2021Donations: Gifts from a Vanco Download import Claim they are already ImportedKnown Issue in v23: Donations From Vanco download Import claim they have already been Imported.
December 21, 2021Donations: List Giver # Report does not show anything in Next # ColumnKnown Issue in v23: List Giver # Report not showing Next #s.