July 17, 2019

Donations & Accounting: NSF Donations Check (v19 & Newer)

In this document or video, learn how to handle a NSF Check in Donations and Accounting.  Presented on 07/17/2019.
July 8, 2019

Donations: Donation Statement (v19 & Newer)

In this video, learn about receiving and setting up a Donation Statement. Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Step 2 Screen. Presented on 07/08/2019.
April 24, 2019

System: Email Setup (v19 & Newer)

In this video, learn how to setup Church Windows to email directly from Membership and Donations.  Presented on 04/24/2019.
April 23, 2019

Accounting: Loans or Mortgages (v19 & Newer)

In this video or document, learn the different ways to set up a Loan or Mortgage. Based on the free Support Center document, Loans or Mortgages.  Presented on 04/02/2019.
March 7, 2019

Membership: Using the Find Grid (v20 & Newer)

In this video, learn how to use Person Lookup, Find, Finding on a code, Find Inactive people, Find on a Criteria and Find on a range combined with other information. Save a Find. Re-use or delete a Saved Finds.  Presented on 03/07/2019.
March 22, 2018

Accounting: Bank Reconciliation (v17 & Newer)

In this video, learn how to make reconciling your checking account easy. From workbook A203, pages 12 - 22. Presented 2/22/2018.
December 18, 2017

Accounting: New Year Setup (v17 & Newer)

In this video, learn how to prepare for the new year for opening the new accounting year, updating budget amounts and updating beginning balances. From NYPAH Doc. Presented 11/15/2018.
December 18, 2017

Accounting: Chart of Accounts Clean-Up (v17 & Newer)

In this video, learn how to add and delete accounts. From workbook A102, pages 15 - 22. Presented 12/15/2017.
November 3, 2017

Accounting: Chart of Accounts Wizard (v17 & Newer)

In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and entering beginning balances. From workbook A101, pgs 4 - 23. Presented 9/26/2017.
October 13, 2017

Membership: Visits Setup (v18 & Newer)

In this video, learn how to setup, edit and customize the Visit section of the Membership module. From workbook M201, pgs 26 - 35. Presented 9/20/2017.