July 8, 2019
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.
February 24, 2020
In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.
December 9, 2020
In these documents, learn how to Manage Envelope #s, Print Labels with Next Year's Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.
December 9, 2020
In this document, learn how to Back Up your Data for Year End.
December 17, 2020
In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.
November 9, 2021
In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021.
November 15, 2023
In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/05/2024.
December 7, 2023
In this video, learn the new features in 25.23. Presented on 12/07/2023.
December 20, 2023
In this document or video, learn how Learn how to Prepare for the New Year. Presented on 12/20/2023.
November 12, 2024
In this document or video, begin preparing for 2025 now. Presented on 11/12/2024.
December 9, 2024
In this video, learn how to Change/Create/View/Copy/Close/Delete an Accounting Year, Update Beginning Balances, Change Calendar Years and Delete Unused Accounts. Presented on 12/09/2024.
December 18, 2024
In this document or video, learn how to set up and send Donation Statements. Presented on 12/19/2024.