March 7, 2019

Membership: Using the Find Grid (v20 &Newer)

Person lookup. Find everyone. Find on a code. Inactive people. Find on combined criteria. 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 22, 2017

Donations: Year-end Giving Statement (v17 & Newer)

In this video, learn how to set up and produce year-end-statements. From workbook D106, pages 2 - 17. Presented 12/19/2017.
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.
December 18, 2017

Donations and Membership: Handling Duplicates (v17 & Newer)

Have people in your system more than once? Find out how to clean them up. Presented on 5/18/2016.
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.
November 3, 2017

Membership: Send Emails (v17 & Newer)

In this video, learn about Email Setup. Email an individual or group, re-using a saved message or signature and view sent emails. From workbook M203, pgs 2 - 14. Presented 10/12/2017.
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.
September 11, 2017

Scheduler: Setup (v17 & Newer)

In this video, learn how to setup the Scheduler module and link it to the Membership module. Presented 8/11/2017.
July 24, 2017

Accounting: Liability Payments, 941 and Pass Thrus (v17 & Newer)

In this video, learn how to pay directly from a liability, i.e. 941 deposits and pass-through monies. Presented 6/22/2017.