March 1, 2019

Donations: Givers (v19 & Newer)

In this video, learn how to add membership individuals and donations givers. Presented on 2/27/2019.
March 1, 2019

Membership: Visits (V19 & Newer)

In this video, learn how to setup, record, edit, delete and create reports from the Visits section.  Presented on 2/26/2019.
March 1, 2019

Payroll: Tax Forms

In this video, learn about the tax forms in Payroll and how to generate them. Presented on 2/25/2019.
March 1, 2019

Membership: Exporting Data (v19 & Newer)

In this video, learn about exporting data criteria and field selections. Presented on 2/22/2019.
March 1, 2019

Accounting: 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, 2019

Accounting: Audit Preparation (v19 & Newer)

In this document or video, learn about areas you may want to review to prepare for an audit. Presented on 2/14/2019.
March 1, 2019

Donations: Donation Reports (v19 & Newer)

In this video, learn to create and modify the Donations Log Report, Giving Summary and Deposit Slip. Presented on 2/21/2019.
November 16, 2018

Donations: New Year Setup (v19 & Newer)

In this video, learn how to prepare for the new year with reassigning Giver #s and entering new pledge campaigns.  Presented on 11/14/2018.
November 14, 2018

Donations: Auto Assign Giver Numbers (19 & Newer)

In this video, learn how to quickly assign next years Giver #s. Presented on 11/8/2018.
November 2, 2018

Membership: Attendance Reporting Additions (v19 & Newer)

In this video, learn about using the attendance worksheet, summaries by person, events or classes reports and options. Presented on 10/31/2018.