November 16, 2023
In this document, learn how to remedy issues with the Print Preview. After clicking Print on a Report if the Print Preview does not open right away or the program appears locked. Follow the directions in the document below.
November 29, 2023
In this video, learn how to run a report of kids and include parent and family information. Presented on 11/29/2023.
December 20, 2023
In this document, learn how to handle a HSA fully paid by the church or conference.
December 20, 2023
In this document or video, learn how Learn how to Prepare for the New Year. Presented on 12/20/2023.
February 21, 2024
In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.
March 7, 2024
In this video, learn how to make and submit changes to previously filed tax forms. Presented on 03/07/2024.
March 12, 2024
In this video, learn how to create and generate customizable directories. Presented on 03/12/2024.
March 20, 2024
In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
March 21, 2024
In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
March 27, 2024
In this video, learn about the Taxable Earnings, Pay Type Earnings, and Pay Period Deductions Reports. Presented on 03/26/2024.
April 16, 2024
In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 04/16/2024.
April 17, 2024
In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.