August 20, 2019

Version 22 Preview

In this video, watch a sneak peek of the new features in Version 22.  Presented on 08/20/2019.
October 3, 2019

Accounting: Invoice Accounts Receivable Clients (v19 & Newer)

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

Donations: Delete Historical (v22 & Newer)

In this video, learn how to Delete old Giving Data.  Presented on 1010/2019.
October 15, 2019

Membership: Step 1 Reporting (v22 & Newer)

In this video, learn how to use the new Step 1 Screen in Version 22 for Reports.  Presented on 10/15/2019.
October 23, 2019

Donations: Duplicate Giver Transfer (v22 & Newer)

In this video, learn about the New Version 22 feature that deletes duplicate Givers after Transferring Donations. Presented on 10/23/2019.
November 5, 2019

Membership: Standard Reports (v22 & Newer)

In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 11/05/2019.
November 13, 2019

Donations: New Year Setup (v19 & Newer)

In this video, learn how to run Labels for Giver # Envelopes. Starting New Campaign. Copy Campaign. Handling Prepaid Pledges. Presented on 11/13/2019.
November 14, 2019

Accounting: New Year Setup (v19 & Newer)

In this video, learn how to prepare for Opening New Year, Updating Budget Amounts, and Updating Beginning Balances. Presented on 11/14/2019.
November 19, 2019

Accounting: Subtotals (v19 and Newer)

In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.
November 20, 2019

Membership: Attendance Entry Features (v19 & Newer)

In this video, learn how to Track Communion, Relabel Fields, Add Comments, View Attendance Lists by Event/Group/Class. Presented on 11/20/2019.
December 4, 2019

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.