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December 7, 2023

Version 25: What’s New

In this video, learn the new features in 25.23. Presented on 12/07/2023.
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December 20, 2023

Payroll: How to add HSA to the W2

In this document, learn how to handle a HSA fully paid by the church or conference.
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February 8, 2024

Payroll: Paid Time Off

In this video, learn about Learn different setup options for Paid Time Off and how to use it during Calculate Pay.  Presented on 02/08/2024.
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February 21, 2024

Donations: Transfer to Accounting (v25 & Newer)

In this video, verify Default Account Links are correct and view Posted Transfers.  Presented on 02/21/2024.
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March 7, 2024

Payroll: Tax Form Amendments (v25 & Newer)

In this video, learn how to make and submit changes to previously filed tax forms.  Presented on 03/07/2024.
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March 12, 2024

Membership: Directories (v25 & Newer)

In this video, learn how to create and generate customizable directories.  Presented on 03/12/2024.
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March 20, 2024

Donations: Importing from a Text File (v24 & Newer)

In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
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March 21, 2024

Donations: Pledge/Giving Analysis (v25 & Newer)

In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
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March 27, 2024

Payroll: Pay Period Reports (v25 & Newer)

In this video, learn about the Taxable Earnings, Pay Type Earnings, and Pay Period Deductions Reports. Presented on 03/26/2024.
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April 16, 2024

Membership: Step 1 Reporting (v25 7 Newer)

In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria.  Presented on 04/16/2024.
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April 17, 2024

Membership: Step 2 Reports (v25 &Newer)

In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information.  Presented on 04/17/2024.
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April 29, 2024

Payroll & Accounting: Pay Not Transferring (v25 & Newer)

In this video, learn what to do when your Payroll does not Transfer to Accounting.  Presented on 04/25/2024.
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