July 8, 2019
In this video, learn about receiving and setting up a Donation Statement. Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Step 2 Screen. Presented on 07/08/2019.
July 11, 2019
In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019.
August 7, 2019
In this video, learn about the Categories, Duties, Equipment, Locations, Shaded Areas, and Options. Presented 08/07/2019
September 17, 2019
In this document, learn how to keep giving with the surviving spouse after their spouse passes away.
November 19, 2019
In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.
February 24, 2020
In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.
April 3, 2020
In this video, learn how to use the parentheses for reporting. Presented on 05/04/2018.
April 9, 2020
In this video, learn about online giving options and how to integrate with Donations. Presented on 04/08/2020.
April 22, 2020
In this video, learn about the Balance Sheet, Fund Activity Report, Treasurers Report, and how to send via email. Presented on 04/22/2020.
April 29, 2020
In this video or document, learn how to handle credit card processing fees from online giving. Presented on 04/10/2019.
May 28, 2020
In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.
June 24, 2020
In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period. Presented 03/03/2020.