November 9, 2021
In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021.
February 9, 2022
In this video, learn how to Inactivate People when they Leave the Church and Tips for Cleaning up the Membership Database. Presented on 02/09/2022.
March 9, 2022
In this document or video, learn about selecting People and a Layout. Presented on 03/09/2022.
March 15, 2022
In this document or video, learn the Process of Entering Bills and Paying Bills. Presented on 03/15/2022.
March 17, 2022
In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022.
March 31, 2022
In this video, learn how to print checks. Presented 03/31/2022.
April 6, 2022
In this video, learn how to use the person lookup and find features in the Membership module. Presented on 04/06/2022.
April 26, 2022
In this document or video, learn how to set up a loan given to an individual from the church. Presented on 04/26/2022.
May 4, 2022
In this video, learn how to view, correct, reverse, or reactive a batch after posting. Presented on 05/04/2022.
May 5, 2022
In this video, learn how to run the Donation Batch Report in Different Formats. Presented on 05/05/2022.
May 10, 2022
In this video, learn about the Dashboard to Create Different Graphs. Presented on 05/10/2022.
May 17, 2022
In this video, learn about the Name, Family Info, Comments, Photo, Other, and Files/Documents Tabs. Presented on 05/17/2022.