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August 25, 2022

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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August 30, 2022

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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September 15, 2022

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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September 22, 2022

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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October 10, 2022

Payroll: Enhancements

In this video, learn the New Features in the New Version 24 of Payroll.  Presented 10/06/2022.
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October 18, 2022

Payroll: Allowances & Deductions

In this video, learn how to Setup and Use for Different Situations in New Payroll Version 24. Presented 10/18/2022.
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October 20, 2022

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.
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December 7, 2022

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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December 20, 2022

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.
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January 12, 2023

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.
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January 18, 2023

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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January 24, 2023

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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