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.
April 29, 2024
In this video, learn what to do when your Payroll does not Transfer to Accounting. Presented on 04/25/2024.
April 30, 2024
In this video, learn how to set up Federal, State, and Local/Miscellaneous Taxes. Presented on 04/30/2024.
May 7, 2024
In this video, learn how to enter income that is not a donation. Presented 05/07/2024.
May 14, 2024
In these documents or video, learn how to create a family, combine them as a giving unit, and add a giver #. Presented 05/14/2024.
May 14, 2024
In this document or video, learn how to setup wage garnishments in Payroll.