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June 27, 2025

Payroll: Form 941 SUTA Error in v26.24.1

In this document, learn how to bypass the SUTA tax account number field, when SUTA does not apply to your church.  
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July 8, 2025

Donations: Mid-Year Statements (v26 & Newer)

In this video, learn how to run mid-year donations statements and include pledged giving. Presented on 07/08/2025.
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July 23, 2025

Donations: Adding People (v26 & Newer)

In this video, learn how to create members, visitors, and donations givers while entering a donations batch. Presented on 07/24/2025.
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July 29, 2025

Accounting: Corrections and Reversals (v26 & Newer)

In this video, learn how to make changes to incorrect transactions. Presented on 07/29/2025.
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August 12, 2025

Accounting: Loans or Mortgages (v26 & Newer)

In this video or document, learn the different options available to track this in Accounting.  Presented on 08/12/2025.
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August 13, 2025

Membership: Advancing Groups/Classes (v26 & Newer)

In this video, learn how to set classes to advance and use special functions to advance groups & classes. Presented on 08/13/2025.
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August 20, 2025

Donations: Special Donation Gifts (v19 & Newer)

In this video, learn how to handle In-Kind Donations and Gifts of Stock. Presented 08/20/2025.
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August 26, 2025

Membership: Individual Record Tabs (v26 & Newer)

In this video, learn about the groups/classes, addresses, comments, photo and other buttons on the individual record. Presented on 8/26/2025.
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August 28, 2025

Accounting: Sweep Accounts (v26 & Newer)

In this video, learn how to handle this arrangement in Accounting when used at your bank. Presented on 08/28/2025.
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September 11, 2025

Donations: Handling Duplicates (v26 & Newer)

In this document or video, learn how to fix multiple entries for the same person.  Presented on 09/11/2025.
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September 23, 2025

Membership: Church Directory (v26 & Newer)

In this document or video, learn how to generate a directory and how to customize it.  Presented on 09/23/2025.
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September 24, 2025

Payroll: Setup Employees

In this video, learn the process for entering employees and contractors. Presented 09/24/2025.
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