March 21, 2024
In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
March 27, 2024
In this video, learn about the Taxable Earnings, Pay Type Earnings, and Pay Period Deductions Reports. Presented on 03/26/2024.
April 16, 2024
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.
April 17, 2024
In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.
April 29, 2024
In this video, learn what to do when your Payroll does not Transfer to Accounting. Presented on 04/25/2024.
April 30, 2024
In this video, learn how to set up Federal, State, and Local/Miscellaneous Taxes. Presented on 04/30/2024.
May 7, 2024
In this video, learn how to enter income that is not a donation. Presented 05/07/2024.
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 14, 2024
In this document or video, learn how to setup wage garnishments in Payroll.
May 15, 2024
In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date. Presented on 05/15/2024.
May 21, 2024
In this document, learn how the Pennsylvania Earned Income Tax (EIT) and the Local Services Tax (LST) should be treated as two different types of taxes. We recommend that the EIT be treated as a Local Tax and the LST be treated as a Miscellaneous tax.
May 21, 2024
In this document, learn how to setup requirements for Paid Family and Medical Leave.