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Membership: Labels (v25 & Newer)
Membership: Labels (v25 & Newer)

In this document or video, learn to generate customizable labels for different criteria.  Presented on 03/13/2024.

, , Viewversion-24 v25 membership version modulerecorded-webinar
Membership: Directories (v25 & Newer)
Membership: Directories (v25 & Newer)

In this video, learn how to create and generate customizable directories.  Presented on 03/12/2024.

, Viewversion-24 membership version modulerecorded-webinar
Payroll: Tax Form Amendments (v25 & Newer)
Payroll: Tax Form Amendments (v25 & Newer)

In this video, learn how to make and submit changes to previously filed tax forms.  Presented on 03/07/2024.

, , Viewversion-24 v25 payroll version modulerecorded-webinar
Payroll: History Reports (v25 & Newer)
Payroll: History Reports (v25 & Newer)

In this video, learn about the History Report, Payee Detail Hours Report, & Federal Taxable Earning, Withholding, & Net Pay Detail Report.  Presented on 03/05/2024.

, , Viewv25 version-24 payroll version modulerecorded-webinar
Accounting: New Year Cleanup (v25 & newer)
Accounting: New Year Cleanup (v25 & newer)

In this video, learn tips to work through first Bank Rec, Balance Sheet, Vendor Balances, and Beginning Balances.  Presented on 02/29/2024.

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Donations: Transfer to Accounting (v25 & Newer)
Donations: Transfer to Accounting (v25 & Newer)

In this video, verify Default Account Links are correct and view Posted Transfers.  Presented on 02/21/2024.

, , , , , Viewversion-24 v25 version-23 version-22 donations accounting version modulerecorded-webinar
Payroll: Paid Time Off
Payroll: Paid Time Off

In this video, learn about Learn different setup options for Paid Time Off and how to use it during Calculate Pay.  Presented on 02/08/2024.

, Viewpayroll v25 modulerecorded-webinar
Membership: Annual Reports (v25 & Newer)
Membership: Annual Reports (v25 & Newer)

In this video, learn how to run commonly used reports for annual reporting purposes. Presented on 02/06/2024.

, , , Viewversion-24 v25 version-23 membership version modulerecorded-webinar
Accounting & Payroll: Merging1099 (v25 & Newer)
Accounting & Payroll: Merging1099 (v25 & Newer)

In this video, learn how to merge 1099s from Accounting and Payroll to file together.

, , Viewv25 version-24 payroll version modulerecorded-webinar
Payroll: W2 Filing Instructions
Payroll: W2 Filing Instructions

In this document or video, learn how to generate W2s using Aatrix..  Presented 01/4/2024.

, , Viewv25 version-24 payroll version modulerecorded-webinar document
Payroll: 1099 Filing Instructions
Payroll: 1099 Filing Instructions

In this document or video, learn about 1099 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.

, , Viewv25 version-24 payroll version modulerecorded-webinar document
Donations: Statement Designer (v25 & Newer)
Donations: Statement Designer (v25 & Newer)

In this video, learn how to customize a Donation Statement with the many features in the Report Designer.  Presented on 12/28/2023.

, , Viewversion-24 v25 donations version modulerecorded-webinar
Payroll: New Year Prep (v25 & Newer)
Payroll: New Year Prep (v25 & Newer)

In this document or video, learn how Learn how to Prepare for the New Year.  Presented on 12/20/2023.

, , Viewversion-24 v25 end-of-year version otherrecorded-webinar document
Payroll: 941 Filing Instructions
Payroll: 941 Filing Instructions

In this document or video, learn about 941 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.  Presented on 01/16/2024.

, , Viewv25 version-24 payroll version modulerecorded-webinar document
Payroll: How to add HSA to the W2
Payroll: How to add HSA to the W2

In this document, learn how to handle a HSA fully paid by the church or conference.

, , Viewversion-24 v25 payroll version moduledocument
Donations: Corrections (v25 & Newer)
Donations: Corrections (v25 & Newer)

In this video learn when to use Browse Donations or Posted Batches.  Presented on 12/19/2023.

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Donations: Generating Statements (v25 & Newer)
Donations: Generating Statements (v25 & Newer)

In this document or video, learn about the Receives Statement checkbox. The Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Choosing a Statement Layout. Presented on 12/12/2023.

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Version 25: What's New
Version 25: What’s New

In this video, learn the new features in 25.23. Presented on 12/07/2023.

, , Viewv25 end-of-year accounting other modulerecorded-webinar
Accounting: Manage Years (v24 & Newer)
Accounting: Manage Years (v24 & Newer)

In this video, learn how to Change/Create/View/Copy/Close/Delete an Accounting Year, Update Beg Balances, Change Calendar Years and Delete Unused Accounts. Presented on 12/06/2023.

, , , , , , , , Viewversion-23 version-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other modulerecorded-webinar
Membership: Children's Report (v24 & Newer)
Membership: Children’s Report (v24 & Newer)

In this video, learn how to run a report of kids and include parent and family information.  Presented on 11/29/2023.

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Accounting: End of Year Cleanup (v24 & Newer)
Accounting: End of Year Cleanup (v24 & Newer)

In this document or video, learn about reworking the Chart of Accounts, Budgets, and Cleaning up Vendors.  Presented on 11/16/2023.

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System: Unable to Print
System: Unable to Print

In this document, learn how to remedy issues with the Print Preview.  After clicking Print on a Report if the Print Preview does not open right away or the program appears locked.  Follow the directions in the document below.

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Donations: New Year Prep (v24 & Newer)
Donations: New Year Prep (v24 & Newer)

In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/09/2022.

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Donations: Pledges & Prepaids (v24 & Newer)
Donations: Pledges & Prepaids (v24 & Newer)

In this document or video, learn how to create pledge campaigns and enter prepaid donations. Presented on 11/08/2023.

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Accounting: New Year Prep (v24 & Newer)
Accounting: New Year Prep (v24 & Newer)

In this document or video, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Account.  Presented on 10/19/2023.

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Payroll: Draft Copy W2 (v24 & Newer)
Payroll: Draft Copy W2 (v24 & Newer)

In this video, learn to Print the Draft Copy W2 in Church Windows Payroll to examine them and ensure they are correct well before the end of the year.  Presented 10/17/2023.

, Viewversion-24 payroll version modulerecorded-webinar document
Thinkific – Church Windows Training Community
Thinkific – Church Windows Training Community

In this video, learn about our new Church Windows community with lots of training options.  Presented on 10/11/2023.

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Membership: Exporting Email Addresses (v24 & Newer)
Membership: Exporting Email Addresses (v24 & Newer)

In this document, learn how to export email addresses.  Presented on 10/10/2023.

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Donations: Handling Duplicates (v24 & Newer)
Donations: Handling Duplicates (v24 & Newer)

In this document or video, learn how to fix multiple entries for the same person.  Presented on 10/05/2023.

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Donations: Special Situations (v24 & Newer)
Donations: Special Situations (v24 & Newer)

In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023

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Payroll: Error Running Tax Forms that Reference ‘mfc140.dll’
Payroll: Error Running Tax Forms that Reference ‘mfc140.dll’

In this document, learn how to remedy an error when attempting to run Tax Reports in Payroll.  The error is, “The code execution cannot proceed because mfc140.dll was not found. Reinstalling the program may fix the problem.”

, , Viewknown-issues-v24 version-24 payroll version modulerecorded-webinar document
Payroll: Error Running Tax Reports - 'Entry Point Not Found'
Payroll: Error Running Tax Reports – ‘Entry Point Not Found’

If you are getting an error when trying to run tax reports you will need to install the Tax Forms from Aatrix.  The Error is AatrixForms.exe – Entry Point Not Found.

, , Viewversion-24 known-issues-v24 payroll version modulerecorded-webinar document
Membership: Advancing School Grade (v24 & Newer)
Membership: Advancing School Grade (v24 & Newer)

In this video, learn how to Advance School Grades in Special Functions for the New School Year. Presented 08/15/2023.

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Accounting: Quick Pay/View Outstanding Bills (v24 & Newer)
Accounting: Quick Pay/View Outstanding Bills (v24 & Newer)

In this document or video, learn how to remove paid bills that still show under Quick Pay/View Outstanding Bills.  Presented on 08/08/2023.

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Accounting: Reports Formatting (v24 & Newer)
Accounting: Reports Formatting (v24 & Newer)

In this video, learn about Tab Definitions and Options when Generating Reports. Presented on 07/25/2023.

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Membership: Report Designer (v24 & Newer)
Membership: Report Designer (v24 & Newer)

In this video, learn about Standard Controls and Data Controls.  Presented on 07/20/2023.

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Membership: Reporting Part 3
Membership: Reporting Part 3

In this video, learn about the Directory, Mail Merge/Export, and Directory Export.  Presented on 07/19/2023.

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Membership: Reporting Part 2
Membership: Reporting Part 2

In this video, learn about Step 2; Editing a Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 07/13/2023.

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Membership: Reporting Part 1
Membership: Reporting Part 1

In this video, learn about Step 1; Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 07/11/2023.

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How Do I Start?
How Do I Start?

Helpful videos and documents to get you started using Church Windows.

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Donations: Report Selections (v24 & Newer)
Donations: Report Selections (v24 & Newer)

In this video, learn about reporting and filter options. Presented on 07/06/2023.

, Viewdonations version-21 module versionrecorded-webinar
Donations: Receives Statement (v24 & Newer)
Donations: Receives Statement (v24 & Newer)

In this document or video, learn about the importance of the Receives Statement checkbox and how to check Givers to receive a Donations Statement.  Presented on 06/29/2023.

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Payroll: Tax Tables
Payroll: Tax Tables

In this document, learn about possible issues in version 24 with the Federal Tax Tables not calculating correctly.  If you discover a problem with Federal Tax, please review the PDF below.

, , , Viewversion-24 known-issues-v24 accounting payroll version moduledocument
Move CW to a New Computer (v20 & Newer)
Move CW to a New Computer (v20 & Newer)

In this document, learn how to easily move the Church Windows program to a new computer. 

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CW Web: Connection Problems
CW Web: Connection Problems

If you have trouble accessing your Church Windows on the Web, please contact your host provider directly.

, Viewcw-web system other
Membership & Donations: Transferring Individuals (v24 & Newer)
Membership & Donations: Transferring Individuals (v24 & Newer)

In this video or document, learn how to Transfer Individual(s) and/or Families to New or Existing Households and Transfer Individuals to Donations.  Presented on 06/15/2023.

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Payroll & Accounting: Payroll Benefits Payment (v24 & Newer)
Payroll & Accounting: Payroll Benefits Payment (v24 & Newer)

In this video, learn about Payroll Benefits Payment that is Part Employer and Part Employee Paid.  Presented on 06/13/2023.

, Viewversion-24 payroll version modulerecorded-webinar
Accounting: Converting From or To a Calendar Year (v24 & Newer)
Accounting: Converting From or To a Calendar Year (v24 & Newer)

In this document or video, learn how to switch from a calendar year to a fiscal year, or vice versa.  Presented on 06/12/2023.

, , , , , , , , Viewversion-24 version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version modulerecorded-webinar document
Payroll: Payroll Reports
Payroll: Payroll Reports

In this video, learn about select Payroll reports and general reporting conventions.  Presented on 05/30/2023.

, Viewversion-24 payroll version modulerecorded-webinar
UMC Disaffiliation
UMC Disaffiliation

In this document or video, learn how Project Helper can help if your church is disaffiliating from the UMC. Presented on 05/25/2023.

, Viewversion-24 payroll version modulerecorded-webinar document
Membership: Directory (v22 & Newer)
Membership: Directory (v22 & Newer)

In this document or video, learn how to add cell phones to the Directory Template.  Presented on 05/11/2023.

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Donations: Statement Troubleshooting (v24 & Newer)
Donations: Statement Troubleshooting (v24 & Newer)

In this document or video, learn tips to ensure your statements will print correctly. Presented on 05/04/2023.

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Accounting: Adjust Asset (v24 & Newer)
Accounting: Adjust Asset (v24 & Newer)

In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023.

, , , , , , , , Viewversion-24 version-23 version-22 version-21 version-20 accounting version-19 version-18 version-17 version modulerecorded-webinar
Payroll: Check Designer Help
Payroll: Check Designer Help

In this video or Help Files, learn how to edit the designer to fit checks properly.  Presented on 04/20/2023.

, Viewversion-24 payroll version modulerecorded-webinar
Membership: Specialty Reports (v24 & Newer)
Membership: Specialty Reports (v24 & Newer)

In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 04/18/2023.

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Membership: Mail Merge/Export (v24 & Newer)
Membership: Mail Merge/Export (v24 & Newer)

In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout.  Presented on 03/28/2023.

, , , Viewversion-24 version-23 membership version-22 version modulerecorded-webinar
Payroll: Checkup
Payroll: Checkup

In this video, verify your tax attributes allowances and deductions are setup correctly.  Presented 03/22/2023.

, Viewversion-24 payroll version modulerecorded-webinar
Accounting: One Vendor, Two Checks (v24 & Newer)
Accounting: One Vendor, Two Checks (v24 & Newer)

In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.

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Donations: Lists & Labels (v24 & Newer)
Donations: Lists & Labels (v24 & Newer)

In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 03/15/2023.

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Membership: Basic Reports (v24 & Newer)
Membership: Basic Reports (v24 & Newer)

In this document or video, learn how to use this columnar report for most of your reporting needs.  Presented on 03/07/2023.

, , , Viewversion-24 version-23 membership version-22 version modulerecorded-webinar document
Payroll: Paying Direct Deposit
Payroll: Paying Direct Deposit

In this video, learn about running payroll as a direct deposit and submitting the file to the bank. Presented 03/02/2023.

, Viewversion-24 payroll version modulerecorded-webinar
Accounting: Custom Account Groups (v24 & Newer)
Accounting: Custom Account Groups (v24 & Newer)

In this video, learn how to setup and utilize Custom Account Groups within reports. Presented on 02/21/2023.

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Payroll: How to Calculate an Adjustment
Payroll: How to Calculate an Adjustment

In this document or video, learn how to use Calculate Adjustment when you need to make changes to a person’s pay history.  Presented on 02/15/2023.

, Viewversion-24 payroll version modulerecorded-webinar document
Donations: Manage Givers (v24 & Newer)
Donations: Manage Givers (v24 & Newer)

In this video, learn about Individuals & Families, Adding Donations Individuals & Groups, Assign a Giver #, and Gives with Family. Presented on 02/09/2023.

, , , Viewversion-22 donations version-21 version-20 version modulerecorded-webinar
Payroll: Setup Direct Deposit
Payroll: Setup Direct Deposit

In this video, learn how to setup direct deposit and create a file to pay employee’s electronically. Presented 02/07/2023.

, Viewversion-24 payroll version modulerecorded-webinar
Payroll: Duplicate Payroll Transfers in Accounting
Payroll: Duplicate Payroll Transfers in Accounting

In this document, learn how to remedy multiple payroll transfers in Accounting.  This is a known issue in 24.22.x.  This will be corrected in sr2.

, , , Viewversion-24 known-issues-v24 accounting payroll version moduledocument
Payroll: Separating EIT from LST in 2022
Payroll: Separating EIT from LST in 2022

In this document, learn the different options available if you do not want to see EIT and LST combined.

, Viewversion-24 payroll version moduledocument
CW Web Customers Only: Cannot Connect to RDP
CW Web Customers Only: Cannot Connect to RDP

In this document, learn how to remedy connection issues with RDP.  After a recent Microsoft Windows update, your connection now hangs and you are unable to connect to access your Church Windows.

Viewcw-web otherrecorded-webinar
CW Web Customers Only: Errors Generating Tax Forms
CW Web Customers Only: Errors Generating Tax Forms

In this document, learn how to properly access your Tax Forms while on Church Windows Web.  This process is necessary for customers on RDI, Kloud9, and Summit.

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Payroll: Group Term Life is Doubling in Box 12 of W2
Payroll: Group Term Life is Doubling in Box 12 of W2

In this document, learn what to do if you your Group Term Life amounts appear doubled.

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Payroll: Payroll not Transferring to Accounting (v24 & Newer)
Payroll: Payroll not Transferring to Accounting (v24 & Newer)

In this document, learn what to do if you have calculated, posted a pay, and printed checks, but Transfer to Accounting is not available for that date.

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Installation Interrupted (v25 & Newer)
Installation Interrupted (v25 & Newer)

In this document, learn how to remedy the installation interruption.  Typically the installation starts, but you receive a message that the installation could not be completed because it was interrupted. 

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Payroll: Conversion Error with a Letter, such as E or A
Payroll: Conversion Error with a Letter, such as E or A

In this document, learn how to correct the error when converting Payroll.  The error includes a specific letter, such as E or A.

, , Viewversion-24 known-issues-v24 payroll version moduledocument
Payroll: Error Printing Checks - Conversion from type 'DBNull' to type 'Boolean' is not valid.
Payroll: Error Printing Checks – Conversion from type ‘DBNull’ to type ‘Boolean’ is not valid.

After the release of 24.22.1, a problem was found.  While attempting to print payroll checks an error occurs.  The error refers to an Exception Message of, Conversion from type ‘DBNull’ to type ‘Boolean’ is not valid.

, , Viewversion-24 known-issues-v24 payroll version modulebug
Payroll: Common Questions & Known Issues
Payroll: Common Questions & Known Issues

In this video, learn about W2s, Payroll EOY, Expiring PTO, Outstanding Pays, Checks Waiting to Print, Local Tax Update, Aatrix Installer, and Payroll not Transferring to Accounting. Presented 01/12/2023.

, , Viewversion-24 known-issues-v24 payroll version modulerecorded-webinar
Error Opening Payroll v2022
Error Opening Payroll v2022

In this document, learn about the new release of Payroll v24 and the error occurring when opening the original Payroll program.  Presented on 12/23/2022.

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Version 24.22.0 Known Issues
Version 24.22.0 Known Issues

In these documents, learn about two known issues in the new release of v24 and how to handle them in the interim due to our office closure from Winter Storm Elliott.  Presented on 12/23/2022.

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Payroll: New Tax Reports (v24 & Newer)
Payroll: New Tax Reports (v24 & Newer)

In this video, learn about the New Tax Report Available and the Features of Aatrix. Presented on 12/20/2022.

, Viewversion-24 payroll version modulerecorded-webinar
Payroll: v24 Conversion Help
Payroll: v24 Conversion Help

In this document, learn how to convert your Payroll Data into Church Windows version 24.22.0.  For Desktop Installations.  Presented on 12/19/2022.

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Payroll: v24 Conversion Help for Payroll Only
Payroll: v24 Conversion Help for Payroll Only

In this document, learn how to convert your Payroll Data into Church Windows version 24.22.0.  These instructions are for Desktop Installations that only use the Payroll Module.  Presented on 12/19/2022.

, Viewversion-24 payroll version modulerecorded-webinar
Payroll: Conversion Help on CWW - Summit & Kloud9
Payroll: Conversion Help on CWW – Summit & Kloud9

In this document, learn how to convert your Payroll Data into Church Windows version 24.22.0.  Presented on 12/19/2022.

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Payroll: Conversion Help on CWW - RDI
Payroll: Conversion Help on CWW – RDI

In this document, learn how to access Payroll after a Church Windows Technician converts your Payroll Data.  Presented on 12/19/2022.

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Donations: Emailing Donation Statements (v22 & Newer)
Donations: Emailing Donation Statements (v22 & Newer)

In this document or video, learn how to set up and send Donation Statements.  Presented on 12/14/2022.

, , , , , , Viewversion-24 version-23 end-of-year version-22 donations version-21 version-20 version other modulerecorded-webinar document
Accounting: Bank Rec & Old Transactions (v23 & Newer)
Accounting: Bank Rec & Old Transactions (v23 & Newer)

In this video, learn what to do when Bank Rec Reconciles, but Report Shows a Difference.  Presented on 12/07/2022.

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Payroll: Verifying Tax Setup
Payroll: Verifying Tax Setup

In this video, learn how to Check all Tax Attributes are Setup Correctly in New Payroll Version 24. Presented on 10/20/2022.

Viewpayroll modulerecorded-webinar
Payroll: Conversion & Security
Payroll: Conversion & Security

In this document or video, learn how to Convert your Current Data into the New Payroll Software and Setup Security in New Payroll Version 24. Presented on 12/14/2022.

Viewpayroll modulerecorded-webinar document
Payroll: Allowances & Deductions
Payroll: Allowances & Deductions

In this video, learn how to Setup and Use for Different Situations in New Payroll Version 24. Presented 10/18/2022.

Viewpayroll modulerecorded-webinar
Payroll: Calculate Payroll
Payroll: Calculate Payroll

In this video, learn how to Complete a Payroll from Start to Finish in New Payroll Version 24. Presented 10/13/2022.

Viewpayroll modulerecorded-webinar
Payroll: Setup Employees
Payroll: Setup Employees

In this video, learn the Process for Entering New Employees and Contractors in New Payroll Version 24. Presented 10/11/2022.

Viewpayroll modulerecorded-webinar
Payroll: Enhancements
Payroll: Enhancements

In this video, learn the New Features in the New Version 24 of Payroll.  Presented 10/06/2022.

Viewpayroll modulerecorded-webinar
Payroll: Introducing the New Payroll Program!
Payroll: Introducing the New Payroll Program!

In this video, learn the New Screens an how they Compare to the Current Payroll Program.  Presented 09/29/2022.

Viewpayroll modulerecorded-webinar
System: System Specifications & System Requirements for Church Windows
System: System Specifications & System Requirements for Church Windows

In this document, learn what system specifications and requirements are needed for Church Windows.

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Donations & Accounting: How to Handle a NSF Donation (v22 & Newer)
Donations & Accounting: How to Handle a NSF Donation (v22 & Newer)

In this document or video, learn the Process for Handling a Non Sufficient Funds Donation.  Presented on 09/22/2022.

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Accounting: Capitalizing an Asset (v22 & Newer)
Accounting: Capitalizing an Asset (v22 & Newer)

In this document or video, learn how to post a direct purchase of an Asset. Presented on 09/15/2022.

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Membership & Donations: How to Setup a New Family, Gives with Family & Assign Giver #  (v22 & Newer)
Membership & Donations: How to Setup a New Family, Gives with Family & Assign Giver # (v22 & Newer)

In these documents or video, learn the Process to Check Gives with Family and Assign a Giver # to the Family Unit.  Presented on 09/13/2022.

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Membership: Advancing Groups/Classes (v22 & Newer)
Membership: Advancing Groups/Classes (v22 & Newer)

In this video, learn how to set Classes to Advance and Use Special Functions to Advance Groups & Classes. Presented on 09/07/2022.

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Membership, Donations & Accounting: Attaching Files and Documents (v22 & Newer)
Membership, Donations & Accounting: Attaching Files and Documents (v22 & Newer)

In this video, learn to Attach Files or Documents throughout the Software. Presented on 08/30/2022.

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Accounting: Correcting DONA Transactions (v22 & Newer)
Accounting: Correcting DONA Transactions (v22 & Newer)

In this video, learn Options to Correct Donations Transferred to the Wrong Debit or Credit Account. Presented on 08/25/2022.

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Membership: Editing, Deleting or Copying Attendance (v22 & Newer)
Membership: Editing, Deleting or Copying Attendance (v22 & Newer)

In this video, learn to Change Information for an Entry, Edit Event/Class/Date, Delete and Copy Attendance, Reports/Labels/Email, and Transfer Attendance. Presented on 08/17/2022.

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Membership: Entering Attendance (v22 & Newer)
Membership: Entering Attendance (v22 & Newer)

In this video, learn to Enter Attendance by Count or Person, Add New Individuals, Track Communion, Relabel Fields, Add Comments, and View Attendance Lists by Event/Group/Class.  Presented on 08/16/2022.

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System: Church Windows Desktop Backup
System: Church Windows Desktop Backup

In this document or video, learn to Make a Backup and Proper Backup Procedures. Presented on 08/11/2022.

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System: Church Windows Security
System: Church Windows Security

In this video, learn to Create Usernames with Specific Access and how to Adjust Usernames for New Staff. Presented on 08/10/2022.

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Accounting: Vanco Report Troubleshooting Part 2 (v22 & Newer)
Accounting: Vanco Report Troubleshooting Part 2 (v22 & Newer)

In this document or video, learn how to understand Vanco Reports and compare them to Accounting. Presented on 07/28/2022.

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Accounting: Adding a New Fund and its Accounts (v22 and newer)
Accounting: Adding a New Fund and its Accounts (v22 and newer)

In this video, learn the Process for Adding a New Fund and the Related Accounts.  Presented on 07/21/2022.

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Payroll Helper Service
Payroll Helper Service

In this video, learn about a Service from Church Windows that Helps you Manage your Payroll Program! Presented on 07/14/2022.

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Project Helper Service
Project Helper Service

In this video, learn about a Service from Church Windows that Tackles Large Projects for You! Presented on 07/12/2022.

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Membership: Picture Directory (v22 & Newer)
Membership: Picture Directory (v22 & Newer)

In this video, learn how to Customize a Photo Directory Template. Presented on 07/07/2022.

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Donations: Delete Historical Data (v22 & Newer)
Donations: Delete Historical Data (v22 & Newer)

In this video, learn how to Delete Old Giving Data.   Presented on 07/06/2022.

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Membership: Adding Families (v22 & Newer)
Membership: Adding Families (v22 & Newer)

In this video, learn about the Blank Data Entry Form and Creating New Families with Individuals.  Presented 06/29/2022.

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Accounting: Corrections and Reversals (v20 & Newer)
Accounting: Corrections and Reversals (v20 & Newer)

In this video Learn how to Correct or Reverse Transactions in Accounting. Presented on 06/15/2022.

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Accounting: Browse Transactions (v20 & Newer)
Accounting: Browse Transactions (v20 & Newer)

In this video, learn how to browse accounting transactions to research information. From workbook A202, pages 15 – 31. Presented on 06/14/2022.

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Donations: Mid-Year Donation Statement (v20 & Newer)
Donations: Mid-Year Donation Statement (v20 & Newer)

In this video, learn how to run mid-year giving statements to include pledge comparisons. Presented on 06/09/2022.

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Membership & Donations: Adjustments for Divorce (v22 & Newer)
Membership & Donations: Adjustments for Divorce (v22 & Newer)

In this document or video, learn the Changes Required to Separate their Records.  Presented on 06/08/2022.

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Membership & Donations: Emailing with Gmail (v20 & Newer)
Membership & Donations: Emailing with Gmail (v20 & Newer)

In this document, learn how to use your Gmail Account with Church Windows using the App Password Generator that went into effect May 30, 2022.  Gmail will no longer support the use of third-party apps or devices which ask you to sign in to your Gmail Account using only your username and password. This will effect anyone using a Gmail Account within Church Windows for emailing. 

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Donations & Accounting: Vanco Audit (v22 & Newer)
Donations & Accounting: Vanco Audit (v22 & Newer)

In these documents or video, learn helpful tips for balancing between Church Windows and Vanco. Presented on 05/25/2022.

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Membership: Family Record Tabs (v22 & Newer)
Membership: Family Record Tabs (v22 & Newer)

In this video, learn about the Name, Family Info, Comments, Photo, Other, and Files/Documents Tabs.  Presented on 05/17/2022.

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Accounting: Dashboard Preview (v22 & Newer)
Accounting: Dashboard Preview (v22 & Newer)

In this video, learn about the Dashboard to Create Different Graphs.  Presented on 05/10/2022.

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Donations: Batch Reports (v22 & Newer)
Donations: Batch Reports (v22 & Newer)

In this video, learn how to run the Donation Batch Report in Different Formats. Presented on 05/05/2022.

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Donations: Posted Batches (v22 & Newer)
Donations: Posted Batches (v22 & Newer)

In this video, learn how to view, correct, reverse, or reactive a batch after posting. Presented on 05/04/2022.

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Accounting: Individual Loan (v20 & Newer)
Accounting: Individual Loan (v20 & Newer)

In this document or video, learn how to set up a loan given to an individual from the church.  Presented on 04/26/2022.

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Donations: Comparison Reports (v22 & Newer)
Donations: Comparison Reports (v22 & Newer)

In this video, learn about the Pledge/Giving Analysis. Campaign Comparison. Giving Comparison. Step Report. Statistical Report. Presented on 04/12/2022.

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Membership: Using the Search Features (v22 or Newer)
Membership: Using the Search Features (v22 or Newer)

In this video, learn how to use the person lookup and find features in the Membership module. Presented on 04/06/2022.

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Accounting: Print Checks (v22 and Newer)
Accounting: Print Checks (v22 and Newer)

In this video, learn how to print checks. Presented 03/31/2022.

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Donations: Giving Accounts (v22 & Newer)
Donations: Giving Accounts (v22 & Newer)

In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022.

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Accounting: Enter Bills & Pay Bills (v20 & Newer)
Accounting: Enter Bills & Pay Bills (v20 & Newer)

In this document or video, learn the Process of Entering Bills and Paying Bills. Presented on 03/15/2022.

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Donations: Vanco & Church Windows (v22 & Newer)
Donations: Vanco & Church Windows (v22 & Newer)

In this special presentation video, learn about e-giving options powered by Vanco and how to import giving into Donations. Presented on 03/10/2022.

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Membership: Printing Labels (v24 & Older)
Membership: Printing Labels (v24 & Older)

In this document or video, learn about selecting People and a Layout.  Presented on 03/09/2022.

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Donations: Browse Donations (v22 & Newer)
Donations: Browse Donations (v22 & Newer)

In this video, learn how to Browse, Correct, Reverse, and Handle NSF Donations.  Presented on 02/24/2022.

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Accounting: Change Account Number Structure (v22 and Newer)
Accounting: Change Account Number Structure (v22 and Newer)

In this video, learn the Process of Re-Numbering your Chart of Accounts.  Presented on 02/15/2022.

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Donations: Multi-Year Campaign (v20 & Newer)
Donations: Multi-Year Campaign (v20 & Newer)

In this Church Windows video, you will learn how to set up a multi-year pledge campaign and enter pledges. Presented 02/10/2022.

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Membership: Handling Inactive People and Cleanup Tips (v22 & Newer)
Membership: Handling Inactive People and Cleanup Tips (v22 & Newer)

In this video, learn how to Inactivate People when they Leave the Church and Tips for Cleaning up the Membership Database.  Presented on 02/09/2022.

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Payroll: W2 Filing Instructions
Payroll: W2 Filing Instructions

In this document, learn about W2 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.

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Accounting: Report Spacing is Wider
Accounting: Report Spacing is Wider

Known Issue in v23: Longer Reports in Accounting.

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Donations: List Giver # Report does not show anything in Next # Column
Donations: List Giver # Report does not show anything in Next # Column

Known Issue in v23: List Giver # Report not showing Next #s.

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Donations: Gifts from a Vanco Download import Claim they are already Imported
Donations: Gifts from a Vanco Download import Claim they are already Imported

Known Issue in v23: Donations From Vanco download Import claim they have already been Imported.

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Donations: Auto Assign Giver #s (23 & Newer)
Donations: Auto Assign Giver #s (23 & Newer)

In this video, learn how to use the New Auto Assign Feature for Giver #s.  Presented 11/23/2021.

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Accounting: New Year Prep Steps for 2022
Accounting: New Year Prep Steps for 2022

In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts.  Presented on 11/09/2021.

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Membership: Booklet Directory (v20 & Newer)
Membership: Booklet Directory (v20 & Newer)

In this document or video, learn how to create a Directory in a Booklet Format.  Presented 10/27/2021.

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Accounting: Chart of Accounts Revisions (v22 and Newer)
Accounting: Chart of Accounts Revisions (v22 and Newer)

In this video, learn Steps and Best Practices for Reworking and Revising the Chart of Accounts.  Presented on 10/13/2021.

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Membership: Dashboard (v22 & Newer)
Membership: Dashboard (v22 & Newer)

In this video, Explore the Available Graphs. Presented on 10/07/2021.

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Accounting: Subtotal or Subaccounts (v22 and Newer)
Accounting: Subtotal or Subaccounts (v22 and Newer)

In this video or document, learn the differences. Presented on 09/30/2021.

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Donations: Dashboard (v22 & Newer)
Donations: Dashboard (v22 & Newer)

In this video, Explore the Available Graphs.  Presented on 09/21/2021.

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Membership:  Fields & Customizing (v22 & Newer)
Membership: Fields & Customizing (v22 & Newer)

In this video, learn about Types of Fields and Special List Fields, Relabel/Hide, Add/Delete/Rearrange Fields, Adding List Field and Codes, and Delete/Hide Custom Fields. Presented 09/01/2021.

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Membership: Visits (V22 & Newer)
Membership: Visits (V22 & Newer)

In this video, learn about Setup, Recording, Editing, Deleting, Changing Screen Appearance, and Reports. Presented on 08/25/2021.

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Scheduler: Overview (v22 & Newer)
Scheduler: Overview (v22 & Newer)

In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021.

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Accounting: Overview (v22 & Newer)
Accounting: Overview (v22 & Newer)

In this video, learn basic features of the Accounting Module. Presented on 08/12/2021.

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System: Renamed Computer SQL Error for Church Windows (v20 & Newer)
System: Renamed Computer SQL Error for Church Windows (v20 & Newer)

This document will explain how to fix errors caused by the host computer getting renamed.

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Donations: Overview (v22 & Newer)
Donations: Overview (v22 & Newer)

In this video, learn the basic features of the Donations Module.  Presented on 08/05/2021.

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Membership: Basics (v22 & Newer)
Membership: Basics (v22 & Newer)

In this video, learn the basic features of the Membership Module.  Presented on 08/04/2021.

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Accounting: Accounts Payable Reporting (v20 & Newer)
Accounting: Accounts Payable Reporting (v20 & Newer)

In this video, see the many Features of A/P Reporting. Presented on 07/29/2021.

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Accounting: Accounts Receivable Overview (v20 & Newer)
Accounting: Accounts Receivable Overview (v20 & Newer)

In this video, a Simple Overview of the Functionality of A/R. Presented 07/28/2021.

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Donations: Importing Donations from a Text File (v22 & Newer)
Donations: Importing Donations from a Text File (v22 & Newer)

This document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 07/13/2021.

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Accounting: Petty Cash (v21 & Newer)
Accounting: Petty Cash (v21 & Newer)

In this document or video, learn how Options for Setup and Use.  Presented on 06/10/2021.

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Membership: Attendance Reports (v20 & Newer)
Membership: Attendance Reports (v20 & Newer)

In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report.  Presented on 06/03/2021.

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Accounting: Budget (v20 & Newer)
Accounting: Budget (v20 & Newer)

In this video, learn about Entering the Budget. Presented on 05/25/2021.

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Membership: Working with the Grid (v20 & Newer)
Membership: Working with the Grid (v20 & Newer)

In this video, learn how to Toggle between Grid and Record, Tagging Records, Display Fields, Display new Fields, Set Column Order, Sort by field, and Add/Edit/Delete Data Quickly.  Presented on 05/11/2021.

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Accounting: Paying From a Liability (v20 & Newer)
Accounting: Paying From a Liability (v20 & Newer)

In this video, learn about 941 Deposit and Pass Throughs. Presented on 05/05/2021.

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Donations: Vanco Direct Donation Import Process (v20.17.2 & Newer)
Donations: Vanco Direct Donation Import Process (v20.17.2 & Newer)

In this video, learn how to use the new quick and easy import feature for on-line donations from Vanco into Church Windows. Presented 5/23/2018.

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Membership: Assigning Groups/Classes & Skills/Interests (v20 & Newer)
Membership: Assigning Groups/Classes & Skills/Interests (v20 & Newer)

In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021.

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Membership: Setting Up Groups/Classes & Skills/Interests (v19 & Newer)
Membership: Setting Up Groups/Classes & Skills/Interests (v19 & Newer)

In this video, learn about the Hierarchical Structure, Entering, Track Additional Info, Editing a Name, Deleting, and Moving. Presented on 04/13/2021.

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Accounting: Financial Reports Basics (v20 & Newer)
Accounting: Financial Reports Basics (v20 & Newer)

In this video, learn Where to Find the Reports and What they Do. Presented 04/07/2021.

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Membership: Creating Individuals (v20 & Newer)
Membership: Creating Individuals (v20 & Newer)

In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.

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Accounting: Credit Card Purchases (v20 & Newer)
Accounting: Credit Card Purchases (v20 & Newer)

In this document or video, learn how to Divide the Bill and Payment.  Presented on 03/17/2021.

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Donations: Donation Reports (v20 & Newer)
Donations: Donation Reports (v20 & Newer)

In this video, learn about the Donations Log Report, Giving Summary, and Deposit Slip. Presented on 03/09/2021.

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Accounting: Financial to Accounting Transition Help (v20 & Newer)
Accounting: Financial to Accounting Transition Help (v20 & Newer)

In this video, learn helpful tips after converting to the Accounting Module. Presented on 03/02/2021.

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Accounting: Audit Procedures (v20 & Newer)
Accounting: Audit Procedures (v20 & Newer)

In this document or video, learn about suggested areas to review.  Presented on 02/25/2021.

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Payroll: Connecticut Paid Family & Medical Leave Act
Payroll: Connecticut Paid Family & Medical Leave Act

Beginning January 1, 2021, in Connecticut, employers are required to collect contributions for Paid Family & Medical Leave.

Viewpayroll moduledocument
Donations: Export Giver #s for Envelope Company (v20 & Newer)
Donations: Export Giver #s for Envelope Company (v20 & Newer)

In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.

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End of Year: Back Up
End of Year: Back Up

In this document, learn how to Back Up your Data for Year End.

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Contributions: New Year Prep Steps for 2021
Contributions: New Year Prep Steps for 2021

In these documents, learn how to Manage Envelope #s, Print Labels with Next Year’s Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.

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Accounting: Closing Accounting Year (v20 & Newer)
Accounting: Closing Accounting Year (v20 & Newer)

In this document, learn how to permanently close an accounting year.

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Donations: Giver # Labels (v20 & Newer)
Donations: Giver # Labels (v20 & Newer)

In this document or video, learn how to Generate Labels with Giver #s included.  Presented on 11/25/2020.

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Donations: Pledges & Campaigns (v20 & Newer)
Donations: Pledges & Campaigns (v20 & Newer)

In this video, learn about the Campaign Tab. Edit or Remove Campaign Pledge Info. Edit or Delete Campaign. Starting a new Campaign. Pledges by Giver Tab. View, Change and/or Remove Pledge Info. Presented on 11/19/2020.

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Accounting: Manage Years Part 2 (v20 & Newer)
Accounting: Manage Years Part 2 (v20 & Newer)

In this video, learn how to Delete Unused Accounts and Delete Accounting Years. Presented on 11/11/2020.

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Accounting: Manage Years Part 1 (v20 & Newer)
Accounting: Manage Years Part 1 (v20 & Newer)

In this video, learn how to Change to another Existing Year. Setup New Year. View Year Information. Recopy Chart of Accounts. Update Beginning Balances. Close Accounting Year. Calendar and Non Calendar Year.  Presented on 11/10/2020.

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Membership: CASS Certification and NCOA Processing (v20 & Newer)
Membership: CASS Certification and NCOA Processing (v20 & Newer)

In this video, learn how to Create a File and Install the Output from Lorton.  Presented on 11/04/2020.

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System: Creating a New Microsoft Windows™ Profile
System: Creating a New Microsoft Windows™ Profile

In this document, learn how to Create a New Admin User to Install Church Windows when a Regular Profile rolls back.

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Financial End-of-Life
Financial End-of-Life

In this document, 2020 is the end of the life cycle for the Church Windows Financial module, as the software will not advance into the 2021 fiscal year. The Church Windows Accounting module was released in 2008 as an upgrade to Financial, and thousands of customers have been enjoying its features and flexibility for the last 12 years.

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Accounting: Changing Banks using the Donations Module (v20 & Newer)
Accounting: Changing Banks using the Donations Module (v20 & Newer)

In this document or video, learn what to do when the Church Changes Banks.  Presented on 10/20/2020.

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Membership: When an Individual or Family Leaves the Church (v22 & Newer)
Membership: When an Individual or Family Leaves the Church (v22 & Newer)

In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date.  Presented on 09/22/2020.

, , , , Viewmembership version-22 version-21 donations version-20 module versionrecorded-webinar
Accounting: Basic Transactions (v20 & Newer)
Accounting: Basic Transactions (v20 & Newer)

In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits.  Presented on 09/09/2020.

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Membership: Family Categories (v22 & Newer)
Membership: Family Categories (v22 & Newer)

In this video, Adding, Editing or Deleting a Category and Color Coding. Presented on 09/03/2020.

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Accounting: Advanced Transactions (v20 & Newer)
Accounting: Advanced Transactions (v20 & Newer)

In this video, learn how to Complete Transfers and Journal Entries.  Presented 08/18/2020.

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CW Web: Exporting Donations Data (RDI, Summit Hosting & Kloud9)
CW Web: Exporting Donations Data (RDI, Summit Hosting & Kloud9)

In these documents, learn the steps for exporting data and reports for local printing.

, Viewcw-web donations other moduledocument
CW Web: Exporting Accounting Data (RDI, Summit Hosting, & Kloud9)
CW Web: Exporting Accounting Data (RDI, Summit Hosting, & Kloud9)

In this document, learn the steps for exporting data and reports for local printing.

, Viewcw-web accounting other moduledocument
CW Web: Exporting the Directory (RDI, Summit Hosting & Kloud9)
CW Web: Exporting the Directory (RDI, Summit Hosting & Kloud9)

In these documents, learn the steps for exporting data and reports for local printing.

, Viewmembership cw-web module otherdocument
CW Web: Creating a Backup (Using Citrix or RDWeb/RDP)
CW Web: Creating a Backup (Using Citrix or RDWeb/RDP)

In these documents, learn how to make a backup on Church Windows Web.

, Viewcw-web system otherdocument
Accounting: Recurring Transactions (v20 & Newer)
Accounting: Recurring Transactions (v20 & Newer)

In this video, learn how to Setup, Use, and Edit.  Presented on 08/06/2020.

, , , Viewversion-22 version-21 version-20 accounting version modulerecorded-webinar
Accounting: Make the Switch from QuickBooks to Church Windows Accounting (v20 & Newer)
Accounting: Make the Switch from QuickBooks to Church Windows Accounting (v20 & Newer)

In this video, a special joint webinar with Steeple Accounting.  Presented on 07/30/2020.

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Accounting: Voiding Checks (v20 & Newer)
Accounting: Voiding Checks (v20 & Newer)

In this document or video, learn how to Void a Check in Different Situations.  Presented on 07/16/2020.

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Donations: Multiple Vanco IDs (v22 & Newer)
Donations: Multiple Vanco IDs (v22 & Newer)

In this video, learn how to add more than one ID for Importing Donations from Vanco. Presented on 07/07/2020.

, Viewversion-22 donations version modulerecorded-webinar
Accounting: Fund Types (v20 & Newer)
Accounting: Fund Types (v20 & Newer)

In this document, learn when and how to create different funds.

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Accounting: Fund Theory (v19 & Newer)
Accounting: Fund Theory (v19 & Newer)

In this document, learn what Fund Accounting means.

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Accounting: Bills & Payments for a Particular Period (v19 & Newer)
Accounting: Bills & Payments for a Particular Period (v19 & Newer)

In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period.  Presented 03/03/2020.

, , , , , , Viewversion-22 version-21 version-20 accounting version-19 version-18 version-17 version modulerecorded-webinar document
Membership: Standard Report Formats (v22 and Newer)
Membership: Standard Report Formats (v22 and Newer)

In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.

, , , , , , Viewmembership version-22 version-21 version-20 version-19 version-18 version-17 module versionrecorded-webinar
Accounting: Handling Online Giving Fees (v20 & Newer)
Accounting: Handling Online Giving Fees (v20 & Newer)

In these documents or video, learn how to handle processing fees from online giving.  Presented on 05/26/2020.

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Accounting: Electronic Giving / Credit Card Fees (v19 & Newer)
Accounting: Electronic Giving / Credit Card Fees (v19 & Newer)

In this video or document, learn how to handle credit card processing fees from online giving.  Presented on 04/10/2019.

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Accounting: Starting Over for the New Year in Accounting (V19 & Newer)
Accounting: Starting Over for the New Year in Accounting (V19 & Newer)

In this document, learn how to continue using the existing Chart of Accounts or how to create a completely new one for the new year.

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Accounting: Meeting Reports (v20 & Newer)
Accounting: Meeting Reports (v20 & Newer)

In this video, learn about the Balance Sheet, Fund Activity Report, Treasurers Report, and how to send via email. Presented on 04/22/2020.

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Donations: Online Giving (v21 & Newer)
Donations: Online Giving (v21 & Newer)

In this video, learn about online giving options and how to integrate with Donations.  Presented on 04/08/2020.

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Membership: Using Parentheses (v20 & Newer)
Membership: Using Parentheses (v20 & Newer)

In this video, learn how to use the parentheses for reporting.  Presented on 05/04/2018.

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Membership: Basic Reports (v20-21)
Membership: Basic Reports (v20-21)

In this document, the Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.

, , Viewmembership version-21 version-20 module versiondocument
Remote Access Information for Church Windows Desktop
Remote Access Information for Church Windows Desktop

In this document, even though Church Windows Web was specifically designed to allow staff members the ability to access Church Windows remotely, it is possible to access Church Windows Desktop from home or a different location when using a third-party remote login service.

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Donations: Other Enter Donations Information (v22 & Newer)
Donations: Other Enter Donations Information (v22 & Newer)

In this video, learn about Giving Distribution, Account Order, Add Giving Account, Add New Giver, and Prior System Donations. Presented on 03/12/2020.

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Membership: Mass Edit (v20 & Newer)
Membership: Mass Edit (v20 & Newer)

In this video, learn about Cautions, Entering Data, Changing Data and Undo options within Mass Edit. Presented on 03/05/2020.

, , , Viewmembership version-22 version-21 version-20 module versionrecorded-webinar
Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer)
Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer)

In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.

, , , , , , , Viewversion-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other modulerecorded-webinar
Membership: How to Setup a New Family (v22 & Newer)
Membership: How to Setup a New Family (v22 & Newer)

In this document or video, learn how to Enter a New Family in People.  Presented on 02/11/2020.

, Viewmembership version-22 module versionrecorded-webinar document
Membership: Year End Reports (v22 & Newer)
Membership: Year End Reports (v22 & Newer)

In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019.

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Accounting: End of Year Cleanup Ideas (v19 & Newer)
Accounting: End of Year Cleanup Ideas (v19 & Newer)

In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.

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Accounting: Subtotals (v19 and Newer)
Accounting: Subtotals (v19 and Newer)

In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.

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Payroll: Setup FAQs
Payroll: Setup FAQs

In this document, find standard setup situations for Pastoral and Lay Staff.

, Viewhow-do-i-start payroll other moduledocument
Accounting: Collect Accounts Receivable (v19 & Newer)
Accounting: Collect Accounts Receivable (v19 & Newer)

In this video, learn about entering payments and printing statements. Presented on 10/08/2019.

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Accounting: Invoice Accounts Receivable Clients (v19 & Newer)
Accounting: Invoice Accounts Receivable Clients (v19 & Newer)

In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019.

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Donations: Giving to Stay with Surviving Spouse (v20 & Newer)
Donations: Giving to Stay with Surviving Spouse (v20 & Newer)

In this document, learn how to keep giving with the surviving spouse after their spouse passes away.

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Donations: Using Browse Donations Filters (v19 & Newer)
Donations: Using Browse Donations Filters (v19 & Newer)

In this video, learn how to use the Filter, Group & Sort, Columns, Fonts Tabs and Print Donations. Presented on 09/04/2019.

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CW Web: VOS Setup Instructions using Citrix on Firefox
CW Web: VOS Setup Instructions using Citrix on Firefox

In this document, learn the setup steps for Church Windows Web users on VOS/Citrix Receiver who are using Mozilla Firefox as their browser.

Viewcw-web otherdocument
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Firefox
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Firefox

In this document, learn the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Mozilla Firefox as their browser.

Viewcw-web otherdocument
CW Web: VOS Citrix Receiver Permissions
CW Web: VOS Citrix Receiver Permissions

In this document, learn how to overcome the Export Access Denied message.

Viewsystem otherdocument
CW Web: Exporting Membership Data (RDI, Summit Hosting, & Kloud9)
CW Web: Exporting Membership Data (RDI, Summit Hosting, & Kloud9)

In this document, learn the steps for exporting data and reports for local printing.

, Viewmembership cw-web module otherdocument
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Chrome
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Chrome

In this document, learn the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Chrome as their browser.

Viewcw-web otherdocument
Scheduler: Scheduler Options (v19 & Newer)
Scheduler: Scheduler Options (v19 & Newer)

In this video, learn about the Categories, Duties, Equipment, Locations, Shaded Areas, and Options.  Presented 08/07/2019

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Membership: People Screen (v20 & Newer)
Membership: People Screen (v20 & Newer)

In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.

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Accounting: Payroll Journal Entry Transactions (v19 & Newer)
Accounting: Payroll Journal Entry Transactions (v19 & Newer)

In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019.

, , , , , , Viewversion-22 version-21 accounting version-20 version-19 version-18 version-17 version modulerecorded-webinar document
Donations: Donation Statement (v19 & Newer)
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.

, , , , , , Viewend-of-year version-21 donations version-20 version-19 version-18 version-17 other version modulerecorded-webinar
Donations: Statement Designer (v19 & Newer)
Donations: Statement Designer (v19 & Newer)

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

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Accounting: Bank Reconciliation (v19 & Newer)
Accounting: Bank Reconciliation (v19 & Newer)

In this document or video, learn the basic tips for Bank Reconciliations.  Presented on 06/25/2019.

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System: Version Upgrade Chart
System: Version Upgrade Chart

In this document, view the Church Windows Version upgrade chart.  Learn what versions can up upgraded directly to current.

, Viewhow-do-i-start system otherdocument
Donations: Enter Donations & Unposted Batches (v19 & Newer)
Donations: 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.

, , , , , Viewdonations version-21 version-20 version-19 version-18 version-17 module versionrecorded-webinar
Accounting: Reissue Lost Payroll Check (v19 & Newer)
Accounting: Reissue Lost Payroll Check (v19 & Newer)

In this document or video, learn how to handle a lost Payroll check in Accounting.  Presented on 06/06/2019.

, , , Viewversion-21 accounting version-20 version-19 version modulerecorded-webinar document
Membership: Sample Reports (v19 & Newer)
Membership: Sample Reports (v19 & Newer)

In this video, learn how to generate a No Giving/No Attendance Report.  Presented on 06/04/2019.

, , , , , Viewmembership version-21 version-20 version-19 version-18 version-17 module versionrecorded-webinar
System: Workstation asking for a Network Username & Password after Windows 10
System: Workstation asking for a Network Username & Password after Windows 10

In this document, learn what to do after the Server has been upgraded to Windows 10 and the workstation is now asking for Network Username and Password.

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Accounting: When Bank Reconciliation Does Not Reconcile
Accounting: When Bank Reconciliation Does Not Reconcile

In this document, learn pointers to get the Difference To Reconcile to be $0.

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Donations: Handling Duplicates (v21 & Older)
Donations: Handling Duplicates (v21 & Older)

In this document or video, learn how to fix multiple entries for the same individual.  Presented on 05/28/2019.

, , , , , , Viewmembership donations version-21 version-20 version-19 version-18 version-17 module versiondocument recorded-webinar
Donations & Accounting: Posting A Gift Of Stock (v19 and Newer)
Donations & Accounting: Posting A Gift Of Stock (v19 and Newer)

In this document or video, learn how to handle stock donations in the Donations Module and how to transfer the gift into the Accounting Module.

, , , , Viewdonations version-21 version-20 accounting version-19 module versionrecorded-webinar document
Accounting: Fixed Assets (v19 & Newer)
Accounting: Fixed Assets (v19 & Newer)

In this document or video, learn how to setup fixed assets in Church Windows Accounting.

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Accounting: First Bank Reconciliation (v19 & Newer)
Accounting: First Bank Reconciliation (v19 & Newer)

In this document, learn the steps to complete the first Bank Reconciliation in Church Windows Accounting.

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Accounting: First Bank Reconciliation after Conversion from Financial to Accounting
Accounting: First Bank Reconciliation after Conversion from Financial to Accounting

In this document, learn how to complete your first Bank Reconciliation in Accounting after converting from Financial.

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Accounting: How to Correct Check Numbers (v19 & Newer)
Accounting: How to Correct Check Numbers (v19 & Newer)

In this document, learn how to make a correction to a payment with the wrong check number.

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Accounting: When a Person Loans Money to the Church (v19 & Newer)
Accounting: When a Person Loans Money to the Church (v19 & Newer)

In this document, learn how handle an individual loaning money to the church in the Accounting Module.

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Accounting: Journal Entry and Transfers (v19 & Newer)
Accounting: 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

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Accounting: Reports List (v19 & Newer)
Accounting: Reports List (v19 & Newer)

In this document, learn about the function and purpose to each of the reports in Church Windows Accounting.

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Payroll: Ohio City Taxes for Clergy
Payroll: Ohio City Taxes for Clergy

In this document, learn how the Ohio House Bill 5 (passed December 10, 2014) standardized many aspects of municipal taxation across the state of Ohio, but it also changed one provision relevant to us: Clergy wages are subject to withholding for city taxes beginning January 1, 2016.

Viewpayroll moduledocument
Accounting: Loans or Mortgages (v19 & Newer)
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.

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Accounting: Investment Setup & Changes in Value  (v19 & Newer)
Accounting: Investment Setup & Changes in Value (v19 & Newer)

In this document or video, learn how to make adjustments in Accounting when the value of church investments fluctuate.

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Accounting: Grocery Scrip Setup (v19 & Newer)
Accounting: Grocery Scrip Setup (v19 & Newer)

In this document, learn how to setup grocery scrip fundraising.

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Membership: Family & Individual Photos (v20 & Newer)
Membership: Family & Individual Photos (v20 & Newer)

In this video, learn how to attach photos to family and/or individual records. Presented on 04/04/2019.

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Donations: Special Donation Gifts (v19 & Newer)
Donations: Special Donation Gifts (v19 & Newer)

In this video, learn how to handle In Kind Gifts and Gifts of Stock. Presented on 04/03/2019.

, , , , Viewdonations version-20 version-19 version-18 version-17 module versionrecorded-webinar
Microsoft Windows™ Update Causing Error (Desktop Versions 19 & Older)
Microsoft Windows™ Update Causing Error (Desktop Versions 19 & Older)

In these documents, learn about the patch that Microsoft has issued that corrects the problem in the previous update causing catastrophic errors in older versions of Church Windows Desktop. If you are receiving an exception error message that references a Catastrophic Error, then the patches below will likely correct that problem for you.

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Accounting: Adding, Deleting, and Editing Accounts (v19 & Newer)
Accounting: Adding, Deleting, and Editing Accounts (v19 & Newer)

In this video, learn how to make changes to accounts within the Chart of Accounts. Presented on 03/06/2019.

, Viewversion-21 accounting version modulerecorded-webinar
Donations: Givers (v19 & Newer)
Donations: Givers (v19 & Newer)

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

, Viewdonations version-21 module versionrecorded-webinar
Membership: Exporting Data (v19 & Newer)
Membership: Exporting Data (v19 & Newer)

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

, Viewmembership version-21 module versionrecorded-webinar
Accounting: Sub Accounts and Sub Funds (v19 & Newer)
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

, Viewversion-21 accounting version modulerecorded-webinar
Membership: Data Setup (v20 & Newer)
Membership: 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.

, Viewmembership version-21 module versionrecorded-webinar
Donations: Report Options (v19 & Newer)
Donations: 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.

, Viewversion-21 donations version modulerecorded-webinar
Membership: Families (v20 & Newer)
Membership: Families (v20 & Newer)

In this video, learn about the family record and editing or deleting records. Presented on 9/17/2018.

, Viewmembership version-21 module versionrecorded-webinar
Accounting: Exporting Data (v19 & Newer)
Accounting: 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.

, Viewversion-21 accounting version modulerecorded-webinar
System: Access Denied after Microsoft Windows™ Updates (v17 & Newer)
System: Access Denied after Microsoft Windows™ Updates (v17 & Newer)

In this document, learn that while using Church Windows Desktop, you can quickly and easily back up the data to your local computer or a thumb/flash drive.

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System: Restore Accounting Only (v19 & Newer)
System: Restore Accounting Only (v19 & Newer)

In this document, learn how Church Windows Desktop Users can quickly and easily restore Accounting data only to your local computer.

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Membership: Individual Record Buttons (v19 & Newer)
Membership: Individual Record Buttons (v19 & Newer)

In this video, learn about the buttons for printing, mapping and copying. Presented on 8/29/2018.

, Viewmembership version-21 module versionrecorded-webinar
Membership: Individual Record Tabs (v20 & Newer)
Membership: 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.

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Membership: Standard Directories (v20 & Newer)
Membership: Standard Directories (v20 & Newer)

In this video, learn how to create a directory with just a few clicks of the mouse. Presented 3/20/2018.

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Membership: Label Criteria Options (v20 & Newer)
Membership: Label Criteria Options (v20 & Newer)

In this video, learn how to select the criteria for your labels. From workbook M203, pages 2 – 5. Presented 2/14/2018.

, Viewmembership version-20 module versionrecorded-webinar
Donations & Accounting (v17 & Newer): Giving v Income Acct Differences
Donations & Accounting (v17 & Newer): Giving v Income Acct Differences

In this video, learn about the difference between a Donation giving account and an Accounting income account and how they relate. Presented 2/15/2018.

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Accounting: Posting other income (v17 & Newer)
Accounting: Posting other income (v17 & Newer)

In this video, learn about entering non-donations income. From workbook A103, pages 11 – 16. Presented 3/1/2018.

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Membership: Printer, Label, Compass, etc. (v20 & Newer)
Membership: Printer, Label, Compass, etc. (v20 & Newer)

In this video, learn about the buttons for the printer, label, compass and copy. From workbook M101, pages 31 – 32. Presented 12/1/2017.

, , Viewmembership how-do-i-start version-20 module other versionrecorded-webinar
Payroll: Washington Sick Time Earned Based on Weeks/Hours Worked
Payroll: Washington Sick Time Earned Based on Weeks/Hours Worked

In this document, learn that Washington workers earn 1 hour of Sick Time for every 40 hours worked.  This document shows how to record it within Payroll.

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Install: General Instructions
Install: General Instructions

In these documents general steps are provided that need to be performed to install Church Windows.

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

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Accounting: Chart of Accounts Wizard (v17 & Newer)
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.

, , , , , Viewaccounting how-do-i-start version-20 version-19 version-18 version-17 module other versionrecorded-webinar
Membership: Church Windows v20 Preview
Membership: Church Windows v20 Preview

In this video, see some of the new features in the Membership and Visitors screens. Presented 05/24/2017.

, Viewmembership version-20 module versionrecorded-webinar
Scheduler: Report Features (v17 & Newer)
Scheduler: Report Features (v17 & Newer)

In this video, learn how to setup the reports. Presented 8/16/2017.

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Scheduler: Setup (v17 & Newer)
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.

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Accounting: Advanced Manage Years (v19 & Newer)
Accounting: Advanced Manage Years (v19 & Newer)

In this video, learn how to close a year, change to a fiscal or calendar year and delete unused accounts. From workbook A202, pgs 41 – 47. Presented 8/31/2017.

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Accounting: Fund Accounting Defined (v17 & Newer)
Accounting: Fund Accounting Defined (v17 & Newer)

In this video, learn what makes fund accounting unique from personal or business accounting. From workbook A101, pgs. 2 – 4. Presented 9/7/2017.

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Scheduler: Reports (v17 & Newer)
Scheduler: Reports (v17 & Newer)

In this video, learn about the options to generate reports about your scheduled events. Presented 6/23/2017.

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Membership: KidCheck (v19 & Newer)
Membership: KidCheck (v19 & Newer)

In this video, learn how Church Windows shares information with KidCheck. Presented on 8/30/2016.

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Accounting: Internal Office Reports (v17 & Newer)
Accounting: Internal Office Reports (v17 & Newer)

In this video, learn how to use the best reports to help you, including the General Ledger and Transactions Journal. From workbook A201, pages 26-27. Presented on 3/16/2018.

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Accounting: Chart of Accounts (v17 and Newer)
Accounting: Chart of Accounts (v17 and Newer)

In this video, learn how to use the flexibility of the chart of accounts to achieve your financial reporting goals. Presented 6/6/2017.

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Accounting: Exporting Accounting Data (v17 and Newer)
Accounting: Exporting Accounting Data (v17 and Newer)

In this video, learn how to export the chart of accounts, vendors, accounts/receivable clients, transactions. Presented 3/16/2017.

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Membership: Saved Selections & Custom Reports Prior to Updating from v16 or Older (v17 & Newer)

In this document, learn that when coming from older Church Windows versions (16 & Older), Saved Selections and Custom Reports
will need to be recreated after updating Church Windows to the current version.

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Accounting: Internal Office Reports (v17 & Newer)
Accounting: Internal Office Reports (v17 & Newer)

In this video, learn how to generate the check register, cash activity and other helpful reports for the bookkeeper. Presented 11/14/2016.

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Membership: Find Grid (v17 - v19)
Membership: Find Grid (v17 – v19)

In this video, learn about the capabilities within the find grid for data entry and reporting. Presented 11/9/2016.

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Membership: Transfer Families and Individuals (v17-v19)
Membership: Transfer Families and Individuals (v17-v19)

In this video, learn how to transfer families and individuals. Presented on 10/03/2016.

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Membership: Exporting Directory (v17 - v19)
Membership: Exporting Directory (v17 – v19)

In this video, learn how create a directory and then export it. Presented on 9/20/2016.

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Church Windows and KidCheck: Child Safety (v19 & Newer)
Church Windows and KidCheck: Child Safety (v19 & Newer)

In this video, a child safety webinar is presented in conjunction with our partners from KidCheck, Alex Smith and Angela Lewton.
Presented on 12/13/2016.

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Membership: Terminating and Deleting People (v17-v19)
Membership: Terminating and Deleting People (v17-v19)

In this video, learn the process for terminating or deleting people from your database. Presented on 8/23/2016.

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Accounting: Chart of Accounts Corrections and Deletions (v17 & Newer)
Accounting: Chart of Accounts Corrections and Deletions (v17 & Newer)

In this video, learn how to clean up your chart of accounts, including inactive status. Presented 7/13/2016.

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Membership: Assigning People to Groups & Classes (v17-v19)
Membership: Assigning People to Groups & Classes (v17-v19)

In this video, learn how to assign persons to groups, classes/skills, interests. Use find and its assign button. Labels from grid and labels for a group. Presented 5/5/2017.

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Membership: Skills/Interests Setup and Assignment (v17-v19)
Membership: Skills/Interests Setup and Assignment (v17-v19)

In this video, learn how to setup skills & interests, enter the codes and descriptions, levels and comments. Presented 5/16/2017.

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Membership: Adding Families and People (v17-v19)
Membership: Adding Families and People (v17-v19)

In this video, Church Windows “How do I Start”, you’ll see how to add new families and people to your Church Windows database. Presented on 6/10/2016.

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Membership: Setting up Groups & Classes (v17-v19)
Membership: Setting up Groups & Classes (v17-v19)

In this video, learn how to design your list of groups & classes and enter them in to Church Windows in a logical manner for ease of reporting. Presented 5/4/2017.

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All Modules: Exporting to Excel (v17 & Newer)
All Modules: Exporting to Excel (v17 & Newer)

In this video, we will demonstrate how to easily export your Church Windows data and reports to Excel. Presented on 5/24/2016.

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Membership: Mass Edit (v17-v19)
Membership: Mass Edit (v17-v19)

In this video, learn how to edit data on many records at one time. Presented 2/28/2017.

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Membership: Database Design (v17-v19)
Membership: Database Design (v17-v19)

In this video, we cover adding and arranging Church Windows Membership fields, plus controlling list fields. This was presented on 4/6/2016.

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System: Portals Screen (v17 & Newer)
System: Portals Screen (v17 & Newer)

In this video, we review the areas of the main home screen of Church Windows, also known as the portals screen.

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Accounting: Fund Accounting Basics (v19 & Newer)
Accounting: Fund Accounting Basics (v19 & Newer)

In this video, we overview the basics and nuances of fund accounting.

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System: Restarting SQL Server on Windows© 10 (v17 & Newer)
System: Restarting SQL Server on Windows© 10 (v17 & Newer)

In this document, you will learn that sometimes after a batch of Microsoft Windows updates, Church Windows will not open and you will get an error that reads “Object reference not set to an instance of an object”. This indicates that the SQL server for Church Windows was stopped and did not restart.

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System: Windows® 10 Firewall Instructions (v19-22)
System: Windows® 10 Firewall Instructions (v19-22)

In these documents, you will learn how to allow different versions of Church Windows to run as an exception through the Windows® 10 Firewall.

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Accounting: Exporting Accounting Reports (v19 and Newer)
Accounting: Exporting Accounting Reports (v19 and Newer)

In this video, learn how to export reports in Accounting for Church Windows.

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System: Open File Security Warning
System: Open File Security Warning

In this document, see how to set your Internet Explorer browser options to avoid the Open File Security Warning.

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System: Uninstall & Reinstall SQL 2008 R2 on Windows® 7
System: Uninstall & Reinstall SQL 2008 R2 on Windows® 7

In this document , you will learn the steps for uninstalling and reinstalling SQL.

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System: Safelist Email Programs or Security Software
System: Safelist Email Programs or Security Software

This document walks through setting up a Windows® 8 workstation for use with Church Windows.

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System: Network Server & Workstation Setup (v19 & Newer)
System: Network Server & Workstation Setup (v19 & Newer)

In these documents we walk you through setting up servers and workstations in various Microsoft Windows Operating Systems for use with Church Windows.

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Accounting: Chart of Accounts Revision (v19 and Newer)
Accounting: Chart of Accounts Revision (v19 and Newer)

In this video, we walk through of steps and best practices for reworking/revising the financial chart of accounts in Church Windows Accounting.

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CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Internet Explorer
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Internet Explorer

In this document, we walk through the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Internet Explorer as their browser.

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System: MAC® Exporting from Church Windows WEB
System: MAC® Exporting from Church Windows WEB

In this document, you learn the steps for exporting data from Church Windows Web from a MAC computer.

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Accounting: Sample Chart of Accounts
Accounting: Sample Chart of Accounts

In this document, learn to setup a new Chart of Accounts or revamp your current one.

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Accounting: Manually-Computed Payroll (v17 & Newer)
Accounting: Manually-Computed Payroll (v17 & Newer)

In this document, learn how to manually compute payroll checks from Accounting.

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