August 7, 2025Membership: Advancing School Grade (v26 & Newer)In this video, learn how to advance school grades in special functions for the new school year. Presented on 08/07/2025.
August 12, 2025Accounting: Loans or Mortgages (v26 & Newer)In this video or document, learn the different options available to track this in Accounting. Presented on 08/12/2025.
August 13, 2025Membership: Advancing Groups/Classes (v26 & Newer)In this video, learn how to set classes to advance and use special functions to advance groups & classes. Presented on 08/13/2025.
August 20, 2025Donations: Special Donation Gifts (v19 & Newer)In this video, learn how to handle In-Kind Donations and Gifts of Stock. Presented 08/20/2025.
August 26, 2025Membership: Individual Record Tabs (v26 & Newer)In this video, learn about the groups/classes, addresses, comments, photo and other buttons on the individual record. Presented on 8/26/2025.
August 28, 2025Accounting: Sweep Accounts (v26 & Newer)In this video, learn how to handle this arrangement in Accounting when used at your bank. Presented on 08/28/2025.
September 11, 2025Donations: Handling Duplicates (v26 & Newer)In this document or video, learn how to fix multiple entries for the same person. Presented on 09/11/2025.
September 23, 2025Membership: Church Directory (v26 & Newer)In this document or video, learn how to generate a directory and how to customize it. Presented on 09/23/2025.
September 24, 2025Payroll: Setup EmployeesIn this video, learn the process for entering employees and contractors. Presented 09/24/2025.
September 25, 2025Accounting: Budget (v26 & Newer)In this video, learn how to enter a budget and view budget reports. Presented on 09/25/2025.
September 30, 2025Payroll: How to Calculate an Adjustment (v25 & Newer)In this document or video, learn how to use Calculate Adjustment when you need to make changes to a person’s pay history. Presented on 09/30/2025.
October 8, 2025Donations: Pledgers (v26 & Newer)In this video, learn how to create a list of pledgers and export their contact information. Presented on 10/06/2025.