October 16, 2024
In this video, you will learn how to set up a multi-year pledge campaign and enter pledges. Presented 10/16/2024.
November 12, 2024
In this document or video, begin preparing for 2025 now. Presented on 11/12/2024.
December 9, 2024
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.
December 18, 2024
In this document or video, learn how to set up and send Donation Statements. Presented on 12/19/2024.
December 18, 2024
In this document, learn how to Create a New Admin User to Install Church Windows when a Regular Profile rolls back.
February 12, 2025
In this video, learn tips to work through the Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/12/2025.
March 11, 2025
In this document, learn how to handle a credit memo versus when a refund is needed. Presented on 03/11/2025.
August 7, 2025
In this video, learn how to advance school grades in special functions for the new school year. Presented on 08/07/2025.
August 12, 2025
In this video or document, learn the different options available to track this in Accounting. Presented on 08/12/2025.
October 8, 2025
In this video, learn how to create pledge campaigns and enter pledges. Presented on 10/08/2025.
November 18, 2025
In this document or video, learn how to renumber, rename, and delete accounts. Presented on 11/18/2025.
April 28, 2026
In this document, learn how to keep giving with the surviving spouse after their spouse passes away. Presented 04/28/2026.