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June 25, 2019

Accounting: Bank Reconciliation (v19 & Newer)

In this document or video, learn the basic tips for Bank Reconciliations.  Presented on 06/25/2019.
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June 27, 2019

Donations: Statement Designer (v19 & Newer)

In this video, learn how to customize a Donation Statement.  Presented on 06/27/2019.
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July 8, 2019

Donations: Donation Statement (v19 & Newer)

In this video, learn about receiving and setting up a Donation Statement. Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Step 2 Screen. Presented on 07/08/2019.
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July 11, 2019

Accounting: Payroll Journal Entry Transactions (v19 & Newer)

In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019.
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July 31, 2019

Membership: People Screen (v20 & Newer)

In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.
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August 7, 2019

Scheduler: Scheduler Options (v19 & Newer)

In this video, learn about the Categories, Duties, Equipment, Locations, Shaded Areas, and Options.  Presented 08/07/2019
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September 17, 2019

Donations: Giving to Stay with Surviving Spouse (v20 & Newer)

In this document, learn how to keep giving with the surviving spouse after their spouse passes away.
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October 3, 2019

Accounting: Invoice Accounts Receivable Clients (v19 & Newer)

In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019.
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October 8, 2019

Accounting: Collect Accounts Receivable (v19 & Newer)

In this video, learn about entering payments and printing statements. Presented on 10/08/2019.
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November 13, 2019

Payroll: Setup FAQs

In this document, find standard setup situations for Pastoral and Lay Staff.
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November 19, 2019

Accounting: Subtotals (v19 and Newer)

In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.
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December 18, 2019

Membership: Year End Reports (v22 & Newer)

In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019.
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