June 24, 2020Accounting: Bills & Payments for a Particular Period (v19 & Newer)In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period. Presented 03/03/2020.
June 24, 2020Accounting: Fund Theory (v19 & Newer)In this document, learn what Fund Accounting means.
June 24, 2020Accounting: Fund Types (v20 & Newer)In this document, learn when and how to create different funds.
July 7, 2020Donations: Multiple Vanco IDs (v22 & Newer)In this video, learn how to add more than one ID for Importing Donations from Vanco. Presented on 07/07/2020.
August 14, 2020CW Web: Exporting the DirectoryIn these documents, learn the steps for exporting data and reports for local printing.
August 18, 2020Accounting: Advanced Transactions (v20 & Newer)In this video, learn how to Complete Transfers and Journal Entries. Presented 08/18/2020.
September 3, 2020Membership: Family Categories (v22 & Newer)In this video, Adding, Editing or Deleting a Category and Color Coding. Presented on 09/03/2020.
September 9, 2020Accounting: Basic Transactions (v20 & Newer)In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits. Presented on 09/09/2020.
November 4, 2020Membership: CASS Certification and NCOA Processing (v20 & Newer)In this video, learn how to Create a File and Install the Output from Lorton. Presented on 11/04/2020.
November 25, 2020Donations: Giver # Labels (v20 & Newer)In this document or video, learn how to Generate Labels with Giver #s included. Presented on 11/25/2020.
December 8, 2020Accounting: Closing Accounting Year (v20 & Newer)In this document, learn how to permanently close an accounting year.
December 17, 2020Donations: Export Giver #s for Envelope Company (v20 & Newer)In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.