November 15, 2023
In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/05/2024.
November 29, 2023
In this video, learn how to run a report of kids and include parent and family information. Presented on 11/29/2023.
March 20, 2024
In this document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 03/20/2024.
March 21, 2024
In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
April 16, 2024
In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 04/16/2024.
April 17, 2024
In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.
May 22, 2024
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 3, 2024
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.
June 26, 2024
In this video, learn how to link or unlink children to different families in People. Presented on 06/26/2024.
June 27, 2024
In this document or video, learn how to divide the bill and payment. Presented on 06/27/2024.
July 18, 2024
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.
August 7, 2024
In this document or video, learn how to void a check in different situations. Presented on 08/06/2024.