August 8, 2019

Accounting: Entering Bills (v19 & Newer)

In this document or video, learn how to Enter Bills, Entering a Single-Line Bill, Entering a Multi-lined Bill, Adding Vendors on Enter Bills Screen Posting Credit Memos and Show Running Balances. Presented 08/08/2019.
July 16, 2019

Membership & Donations: Sample Emails (v20 & Newer)

In this video, learn how to email an individual, re-use saved messages, email a group, emailing reports from Donations and email Donation Statements. Presented on 07/16/2019.
July 9, 2019

Membership: Advancing Groups/Classes & School Grade (v20 & Newer)

In this video, learn how to advance in Special Functions.  Presented on 07/08/2019.
June 27, 2019

Donations: Statement Designer (v19 & Newer)

In this video, learn how to customize a Donation Statement.  Presented on 06/27/2019.
June 19, 2019

Donations: Dashboard (v21 & Newer)

In this video, explore the available graphs in Donations.  Presented on 06/19/2019.
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.