August 21, 2024Accounting: Journal Entry and Transfers (v25 & Newer)In this document or video, learn how to use journal entries and transfers to make adjustments to account balances. Presented on 8/21/2024.
September 4, 2024Payroll: Massachusetts State Taxable WagesIn this document, learn how to correct possible issue with state taxable wages. Presented 09/04/2024.
September 5, 2024Donations: Delete Historical Data (v25 & Newer)In this video, learn how to delete old transactions to cleanup your database. Presented on 09/05/2024.
September 9, 2024Accounting: Treasurer’s Report and Balances Sheet (v25 & Newer)In this video, learn how to understand and interpret these reports. Presented on 9/4/2024.
September 10, 2024Accounting: Make the Switch from QuickBooks (v25 & Newer)In this video, learn the benefits of using Church Windows Fund Accounting. Presented on 09/10/2024.
September 19, 2024Payroll: Form RetentionIn this video, learn how to keep important records of documents and forms, like W2s, 941s, and 1099s. Presented on 9/19/2024.
September 26, 2024Membership: Family & Individual Photos (v25 & Newer)In this video, learn how to attach photos to family and/or individual records. Presented on 09/30/2024.
October 8, 2024Donations: Auto Assign Giver #s (25 & Newer)In this video, learn how to assign giver #s to start in 2025. Presented 10/08/2024.
October 10, 2024Membership: Attendance Reports (v25 & Newer)In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report. Presented on 10/10/2024.
October 16, 2024Donations: Multi-Year Campaign (v25 & Newer)In this video, you will learn how to set up a multi-year pledge campaign and enter pledges. Presented 10/16/2024.
November 12, 2024Payroll: New Year Prep (v25 & Newer)In this document or video, begin preparing for 2025 now. Presented on 11/12/2024.
December 9, 2024Accounting: Manage Years (v25 & Newer)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.