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April 17, 2024

Membership: Step 2 Reports (v25 &Newer)

In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information.  Presented on 04/17/2024.
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May 7, 2024

Accounting: Posting Other Income (v25 & Newer)

In this video, learn how to enter income that is not a donation. Presented 05/07/2024.
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May 22, 2024

Accounting: 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.
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June 3, 2024

Accounting: Vanco Fees (v25 & Newer)

In this document or video, learn how to cleanup the holding asset account for online giving donations and about the ‘No Transfer’ method.  Presented on 12/12/2024.
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June 26, 2024

Membership: Linking Children (v25 & Newer)

In this video, learn how to link or unlink children to different families in People.  Presented on 06/26/2024.
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June 27, 2024

Accounting: Credit Card Purchases (v25 & Newer)

In this document or video, learn how to divide the bill and payment.  Presented on 06/27/2024.
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July 18, 2024

Accounting: 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.
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August 7, 2024

Accounting: Voiding Checks (v25 & Newer)

In this document or video, learn how to void a check in different situations. Presented on 08/06/2024.
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August 8, 2024

Donations: 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.
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September 10, 2024

Accounting: Make the Switch from QuickBooks (v25 & Newer)

In this video, learn the benefits of using Church Windows Fund Accounting. Presented on 09/10/2024.
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October 10, 2024

Membership: Attendance Reports (v25 & Newer)

In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report.  Presented on 10/10/2024.
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December 9, 2024

Accounting: Manage Years (v25 & Newer)

In this video, learn how to Change/Create/View/Copy/Close/Delete an Accounting Year, Update Beginning Balances, Change Calendar Years and Delete Unused Accounts. Presented on 12/09/2024.
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