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.
May 15, 2025
In this document or video, learn how to properly update bank information and linkage with Donations and Payroll. Presented on 05/15/2025.
June 10, 2025
In this video, learn how to Setup, Use, and Edit. Presented on 06/10/2025.
July 29, 2025
In this video, learn how to make changes to incorrect transactions. Presented on 07/29/2025.
August 7, 2025
In this video, learn how to advance school grades in special functions for the new school year. Presented on 08/07/2025.
September 11, 2025
In this document or video, learn how to fix multiple entries for the same person. Presented on 09/11/2025.