February 7, 2023
In this video, learn how to setup direct deposit and create a file to pay employee’s electronically. Presented 02/07/2023.
February 21, 2023
In this video, learn how to setup and utilize Custom Account Groups within reports. Presented on 02/21/2023.
March 15, 2023
In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 03/15/2023.
March 16, 2023
In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.
March 28, 2023
In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout. Presented on 03/28/2023.
April 20, 2023
In this video or Help Files, learn how to edit the designer to fit checks properly. Presented on 04/20/2023.
April 26, 2023
In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023.
May 25, 2023
In this document or video, learn how Project Helper can help if your church is disaffiliating from the UMC. Presented on 05/25/2023.
May 30, 2023
In this video, learn about select Payroll reports and general reporting conventions. Presented on 05/30/2023.
June 12, 2023
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.
June 13, 2023
In this video, learn about Payroll Benefits Payment that is Part Employer and Part Employee Paid. Presented on 06/13/2023.
June 15, 2023
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.