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.
March 27, 2025Payroll & Accounting: Exporting Reports (v26 and Newer)In this video, learn how to export reports. Presented 03/25/2025.
August 7, 2025Membership: Advancing School Grade (v26 & Newer)In this video, learn how to advance school grades in special functions for the new school year. Presented on 08/07/2025.
August 20, 2025Donations: Special Donation Gifts (v19 & Newer)In this video, learn how to handle In-Kind Donations and Gifts of Stock. Presented 08/20/2025.
October 8, 2025Donations: Pledges & Campaigns (v26 & Newer)In this video, learn how to create pledge campaigns and enter pledges. Presented on 10/08/2025.
April 28, 2026Membership & Donations: Surviving Spouse (v27 & Newer)In this document, learn how to keep giving with the surviving spouse after their spouse passes away. Presented 04/28/2026.