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.
August 8, 2024
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.
September 10, 2024
In this video, learn the benefits of using Church Windows Fund Accounting. Presented on 09/10/2024.
October 10, 2024
In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report. Presented on 10/10/2024.
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.