June 24, 2020
In this document, learn what Fund Accounting means.
June 24, 2020
In this document, learn when and how to create different funds.
August 18, 2020
In this video, learn how to Complete Transfers and Journal Entries. Presented 08/18/2020.
September 3, 2020
In this video, Adding, Editing or Deleting a Category and Color Coding. Presented on 09/03/2020.
September 9, 2020
In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits. Presented on 09/09/2020.
November 4, 2020
In this video, learn how to Create a File and Install the Output from Lorton. Presented on 11/04/2020.
November 25, 2020
In this document or video, learn how to Generate Labels with Giver #s included. Presented on 11/25/2020.
December 8, 2020
In this document, learn how to permanently close an accounting year.
December 9, 2020
In these documents, learn how to Manage Envelope #s, Print Labels with Next Year's Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.
December 9, 2020
In this document, learn how to Back Up your Data for Year End.
December 17, 2020
In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.
February 25, 2021
In this document or video, learn about suggested areas to review. Presented on 02/25/2021.