March 11, 2025
In this document, learn how to handle a credit memo versus when a refund is needed. Presented on 03/11/2025.
March 13, 2025
In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and enter beginning balances. Presented on 3/13/2025.
March 27, 2025
In this video, learn how to export reports. Presented 03/25/2025.
March 27, 2025
In this video, learn about compliance, security, and peace in using Aatrix. Efile Package/Pricing for Payroll State/Fed Forms. 941/EFTPS payments Demo. Presented 03/27/2025.
April 3, 2025
In this video, learn how to correct previously completed tax forms. Presented on 4/3/2025.
April 10, 2025
In this document or video, learn about the receives statement checkbox, the giving/pledging, givers, accounts, sort & options tabs, and choosing a statement layout. Presented on 04/10/2025.
April 16, 2025
In this video, learn how to create a family, combine them as a giving unit, and add a giver #. Presented 04/16/2025.
April 30, 2025
In this video, learn about the History Report, Payee Detail Hours Report, & Federal Taxable Earning, Withholding, & Net Pay Detail Report. Presented on 4/30/2025.
May 5, 2025
In these documents, learn how to use your Gmail Account with Church Windows using OAuth 2.0 authentication or an App Password Generator. OAuth replaces previous SMTP configuration methods and is ONLY available in Church Windows 26.24.1.
May 15, 2025
In this document or video, learn how to properly update bank information and linkage with Donations and Payroll. Presented on 05/15/2025.
May 19, 2025
In this video, learn how to edit the designer to fit checks perfectly. Presented on 05/13/2025.
May 22, 2025
In this video, learn about the Pledge/Giving Analysis, Campaign Comparison, Giving Comparison, Step Report, and Statistical Report. Presented on 05/22/2025.