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.
October 8, 2025Donations: Pledges & Campaigns (v26 & Newer)In this video, learn how to create pledge campaigns and enter pledges. Presented on 10/08/2025.
October 23, 2025Donations: Prepaids (v26 & Newer)In this document or video, learn how to enter donations that are received in 2025 for 2026 pledges. Presented on 10/23/2025.
October 23, 2025Aatrix & Church Windows: Year-End Aatrix eFile Webinar (v26 & Newer)In this video, learn how to simplify Payroll tax filing with Aatrix eFile. Presented 10/22/2025.
October 28, 2025Accounting: New Year Prep (v26 & Newer)In this document or video, learn how to prepare for the new year. Presented on 10/28/2025.