November 29, 2023Membership: Children’s Report (v24 & Newer)In this video, learn how to run a report of kids and include parent and family information. Presented on 11/29/2023.
May 7, 2024Accounting: Posting Other Income (v25 & Newer)In this video, learn how to enter income that is not a donation. Presented 05/07/2024.
May 22, 2024Accounting: Investment Setup & Changes in Value (v25 & Newer)In this document or video, learn how to make adjustments in Accounting when the value of church investments fluctuate. Presented on 05/22/2024.
June 26, 2024Membership: Linking Children (v25 & Newer)In this video, learn how to link or unlink children to different families in People. Presented on 06/26/2024.
June 27, 2024Accounting: Credit Card Purchases (v25 & Newer)In this document or video, learn how to divide the bill and payment. Presented on 06/27/2024.
July 18, 2024Accounting: Review Outstanding Bills & Vendors with a Balance (v25 & Newer)In these documents or video, learn how to handle outstanding bills and vendors with a balance on the Quick Pay screen. Presented on 07/18/2024.
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.
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.
February 12, 2025Accounting: New Year Check Up (v25 & newer)In this video, learn tips to work through the Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/12/2025.
March 11, 2025Accounting: Credit Memo vs Refund (v25 & Newer)In this document, learn how to handle a credit memo versus when a refund is needed. Presented on 03/11/2025.
July 8, 2025Donations: 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.