May 28, 2025
In this video, learn how to remedy common mistakes in setup and calculations. Presented on 05/28/2025.
June 5, 2025
Learn about types of fields and special list fields, relabel/hide, add/delete/rearrange fields, adding list fields and codes, and delete/hide custom fields. Presented on 06/05/2025.
June 10, 2025
In this video, learn how to Setup, Use, and Edit. Presented on 06/10/2025.
June 11, 2025
In this video, verify your tax attributes allowances and deductions are setup correctly. Presented 06/11/2025.
June 19, 2025
In this video, learn how to run payroll via direct deposits for employees and contractors. Presented 06/19/2025.
June 24, 2025
In this video, learn how to use the filter, group & sort, columns, font functions, and print donations. Presented on 06/25/2025.
June 26, 2025
In this video, learn about the Donations Log Report, Giving Summary, and Deposit Slip. Presented on 06/26/2025.
June 27, 2025
In this document, learn how to bypass the SUTA tax account number field, when SUTA does not apply to your church.
July 8, 2025
In this video, learn how to run mid-year donations statements and include pledged giving. Presented on 07/08/2025.
July 16, 2025
In this video, learn how to complete a payroll from start to finish. Presented on 07/16/2025.
July 23, 2025
In this video, learn how to create members, visitors, and donations givers while entering a donations batch. Presented on 07/24/2025.
July 29, 2025
In this video, learn how to make changes to incorrect transactions. Presented on 07/29/2025.