November 2, 2018

Donations: Browse (v19 & Newer)

In this video, learn about the browse features to filter, find, print and other options. Presented on 11/1/2018.
November 6, 2018

Membership & Donations: Transfer People Between Modules (v21 & Newer)

In the document, learn how to transfer people between the Membership and Donations Modules. 
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 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.
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.
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 14, 2019

Donations: Compare & Analyze Reports (v19 & Newer)

In this video, learn about the Pledge/Giving Analysis. Campaign Comparison. Giving Comparison. Step Report. Statistical Report. Presented on 03/14/2019.
April 3, 2019

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.
April 9, 2019

Membership: Transferring Individuals (v21 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. Transfer Membership individuals to Donations. Presented on 04/09/2019.
April 10, 2019

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.
April 11, 2019

Donations: Posted Batches (v19 & Newer)

In this video, learn how to view and print Posted Batches. Correct or reverse a batch after posting. Refresh and reactivate a batch for re-posting. Presented on 04/11/2019.