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November 25, 2020

Donations: Giver # Labels (v20 & Newer)

In this document or video, learn how to Generate Labels with Giver #s included.  Presented on 11/25/2020.
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December 8, 2020

Accounting: Closing Accounting Year (v20 & Newer)

In this document, learn how to permanently close an accounting year.
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December 9, 2020

Contributions: New Year Prep Steps for 2021

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.
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December 9, 2020

End of Year: Back Up

In this document, learn how to Back Up your Data for Year End.
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December 17, 2020

Donations: Export Giver #s for Envelope Company (v20 & Newer)

In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.
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February 25, 2021

Accounting: Audit Procedures (v20 & Newer)

In this document or video, learn about suggested areas to review.  Presented on 02/25/2021.
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March 2, 2021

Accounting: Financial to Accounting Transition Help (v20 & Newer)

In this video, learn helpful tips after converting to the Accounting Module. Presented on 03/02/2021.
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March 31, 2021

Membership: Creating Individuals (v20 & Newer)

In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.
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April 7, 2021

Accounting: Financial Reports Basics (v20 & Newer)

In this video, learn Where to Find the Reports and What they Do. Presented 04/07/2021.
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April 13, 2021

Membership: Setting Up Groups/Classes & Skills/Interests (v19 & Newer)

In this video, learn about the Hierarchical Structure, Entering, Track Additional Info, Editing a Name, Deleting, and Moving. Presented on 04/13/2021.
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April 14, 2021

Membership: Assigning Groups/Classes & Skills/Interests (v20 & Newer)

In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021.
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April 26, 2021

Donations: Vanco Direct Donation Import Process (v20.17.2 & Newer)

In this video, learn how to use the new quick and easy import feature for on-line donations from Vanco into Church Windows. Presented 5/23/2018.
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