August 12, 2021
In this video, learn basic features of the Accounting Module. Presented on 08/12/2021.
August 18, 2021
In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021.
March 17, 2022
In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022.
March 31, 2022
In this video, learn how to print checks. Presented 03/31/2022.
May 4, 2022
In this video, learn how to view, correct, reverse, or reactive a batch after posting. Presented on 05/04/2022.
May 5, 2022
In this video, learn how to run the Donation Batch Report in Different Formats. Presented on 05/05/2022.
July 21, 2022
In this video, learn the Process for Adding a New Fund and the Related Accounts. Presented on 07/21/2022.
September 15, 2022
In this document or video, learn how to post a direct purchase of an Asset. Presented on 09/15/2022.
March 16, 2023
In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.
April 26, 2023
In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023.
June 12, 2023
In this document or video, learn how to switch from a calendar year to a fiscal year, or vice versa. Presented on 06/12/2023.
June 29, 2023
In this document or video, learn about the importance of the Receives Statement checkbox and how to check Givers to receive a Donations Statement. Presented on 06/29/2023.