March 27, 2020
In this document, the Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports.
April 3, 2020
In this video, learn how to use the parentheses for reporting. Presented on 05/04/2018.
April 22, 2020
In this video, learn about the Balance Sheet, Fund Activity Report, Treasurers Report, and how to send via email. Presented on 04/22/2020.
April 29, 2020
In this document, learn how to continue using the existing Chart of Accounts or how to create a completely new one for the new year.
April 29, 2020
In this video or document, learn how to handle credit card processing fees from online giving. Presented on 04/10/2019.
May 26, 2020
In these documents or video, learn how to handle processing fees from online giving. Presented on 05/26/2020.
May 28, 2020
In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020.
June 24, 2020
In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period. Presented 03/03/2020.
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.