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.
March 2, 2021
In this video, learn helpful tips after converting to the Accounting Module. Presented on 03/02/2021.
March 31, 2021
In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.
April 7, 2021
In this video, learn Where to Find the Reports and What they Do. Presented 04/07/2021.
April 13, 2021
In this video, learn about the Hierarchical Structure, Entering, Track Additional Info, Editing a Name, Deleting, and Moving. Presented on 04/13/2021.