August 17, 2018Membership: Individual Record Tabs (v20 & Newer)In this video, learn about the groups/classes, addresses, comments, photo and other tabs on the individual record. Presented on 8/16/2018.
August 31, 2018Membership: Individual Record Buttons (v19 & Newer)In this video, learn about the buttons for printing, mapping and copying. Presented on 8/29/2018.
September 18, 2018Accounting: Exporting Data (v19 & Newer)In this video, learn how to export transactions, vendors, accounts receivable clients and the chart of accounts. Presented on 9/18/2018.
September 18, 2018Membership: Families (v20 & Newer)In this video, learn about the family record and editing or deleting records. Presented on 9/17/2018.
October 19, 2018Donations: Report Options (v19 & Newer)In this video, learn about the report options available to create reports that show the information you need to see. Presented on 10/17/2018.
October 19, 2018Membership: Data Setup (v20 & Newer)In this video, learn about the portal and special functions, settings and options for data entry. Presented on 10/9/2018.
March 1, 2019Accounting: Sub Accounts and Sub Funds (v19 & Newer)In this video, learn about comparing and adding Sub Accounts and Sub Funds. Presented on 2/20/2019
March 1, 2019Membership: Exporting Data (v19 & Newer)In this video, learn about exporting data criteria and field selections. Presented on 2/22/2019.
March 1, 2019Donations: Givers (v19 & Newer)In this video, learn how to add membership individuals and donations givers. Presented on 2/27/2019.
April 23, 2019Accounting: Journal Entry and Transfers (v19 & Newer)In this document or video, learn how to use journal entries and transfers to make adjustments to account balances
June 11, 2019Donations: Enter Donations & Unposted Batches (v19 & Newer)In this video, learn about Entering Donations, Batch Codes, Account Order, Working with the Batch, Edit an item in Batch, Delete an Entry, Print Batch Report, Post Batch and Unposted Batches. Presented on 06/11/2019.
June 27, 2019Donations: Statement Designer (v19 & Newer)In this video, learn how to customize a Donation Statement. Presented on 06/27/2019.