October 4, 2023
In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023
November 15, 2023
In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/05/2024.
February 21, 2024
In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.
March 20, 2024
In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
March 21, 2024
In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
May 14, 2024
In these documents or video, learn how to create a family, combine them as a giving unit, and add a giver #. Presented 05/14/2024.
May 15, 2024
In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date. Presented on 05/15/2024.
June 3, 2024
In this document or video, learn how to cleanup the holding asset account for online giving donations and about the ‘No Transfer’ method. Presented on 12/12/2024.
July 30, 2024
In this document, learn what to do if the program locks up after clicking print and no preview appears.
August 8, 2024
In this video, learn about entering donations, batch codes, account order, edit an item, delete an entry, print batch report, post batch, and unposted batches. Presented on 08/08/2024.
August 15, 2024
In this video, learn how to browse, correct, reverse, and handle NSF donations. Presented on 08/15/2024.
September 5, 2024
In this video, learn how to delete old transactions to cleanup your database. Presented on 09/05/2024.