June 26, 2024Membership: Linking Children (v25 & Newer)In this video, learn how to link or unlink children to different families in People. Presented on 06/26/2024.
June 27, 2024Accounting: Credit Card Purchases (v25 & Newer)In this document or video, learn how to divide the bill and payment. Presented on 06/27/2024.
July 18, 2024Accounting: Review Outstanding Bills & Vendors with a Balance (v25 & Newer)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.
July 24, 2024Accounting: Adding, Deleting, and Editing Accounts (v25 & Newer)In this video, learn how to make changes to accounts within the chart of accounts. Presented on 07/24/2024.
August 7, 2024Accounting: Voiding Checks (v25 & Newer)In this document or video, learn how to void a check in different situations. Presented on 08/06/2024.
August 8, 2024Donations: Enter Donations (v25 & Newer)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.
August 21, 2024Accounting: Journal Entry and Transfers (v25 & Newer)In this document or video, learn how to use journal entries and transfers to make adjustments to account balances. Presented on 8/21/2024.
September 10, 2024Accounting: Make the Switch from QuickBooks (v25 & Newer)In this video, learn the benefits of using Church Windows Fund Accounting. Presented on 09/10/2024.
September 26, 2024Membership: Family & Individual Photos (v25 & Newer)In this video, learn how to attach photos to family and/or individual records. Presented on 09/30/2024.
October 10, 2024Membership: Attendance Reports (v25 & Newer)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, 2024Donations: Multi-Year Campaign (v25 & Newer)In this video, you will learn how to set up a multi-year pledge campaign and enter pledges. Presented 10/16/2024.
November 12, 2024Payroll: New Year Prep (v25 & Newer)In this document or video, begin preparing for 2025 now. Presented on 11/12/2024.