September 15, 2022Accounting: Capitalizing an Asset (v22 & Newer)In this document or video, learn how to post a direct purchase of an Asset. Presented on 09/15/2022.
March 16, 2023Accounting: One Vendor, Two Checks (v24 & Newer)In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.
April 26, 2023Accounting: Adjust Asset (v24 & Newer)In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023.
June 12, 2023Accounting: Converting From or To a Calendar Year (v24 & Newer)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, 2023Donations: Receives Statement (v24 & Newer)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.
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.
March 20, 2024Donations: Importing from a Text File (v24 & Newer)In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
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.