August 7, 2024Accounting: Voiding Checks (v25 & Newer)In this document or video, learn how to void a check in different situations. Presented on 08/06/2024.
August 8, 2024Donations: Enter Donations (v25 & Newer)In this video, learn about entering donations, batch codes, account order, edit an item, delete an entry, print batch report, post batch, and unposted batches. Presented on 08/08/2024.
August 15, 2024Donations: Browse Donations (v25 & Newer)In this video, learn how to browse, correct, reverse, and handle NSF donations. Presented on 08/15/2024.
August 20, 2024Membership: Specialty Reports (v25 & Newer)In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 08/20/2024.
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.