May 15, 2025Accounting: Changing Banks (v26 & Newer)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, 2025Accounting: Recurring Transactions (v26 & Newer)In this video, learn how to Setup, Use, and Edit. Presented on 06/10/2025.
July 29, 2025Accounting: Corrections and Reversals (v26 & Newer)In this video, learn how to make changes to incorrect transactions. Presented on 07/29/2025.
August 7, 2025Membership: Advancing School Grade (v26 & Newer)In this video, learn how to advance school grades in special functions for the new school year. Presented on 08/07/2025.
September 11, 2025Donations: Handling Duplicates (v26 & Newer)In this document or video, learn how to fix multiple entries for the same person. Presented on 09/11/2025.
October 8, 2025Donations: Pledgers (v26 & Newer)In this video, learn how to create a list of pledgers and export their contact information. Presented on 10/06/2025.
October 8, 2025Donations: Pledges & Campaigns (v26 & Newer)In this video, learn how to create pledge campaigns and enter pledges. Presented on 10/08/2025.
October 23, 2025Donations: Prepaids (v26 & Newer)In this document or video, learn how to enter donations that are received in 2025 for 2026 pledges. Presented on 10/23/2025.
November 18, 2025Accounting: End of Year Cleanup (v25 & Newer)In this document or video, learn how to renumber, rename, and delete accounts. Presented on 11/18/2025.
April 28, 2026Membership & Donations: Surviving Spouse (v27 & Newer)In this document, learn how to keep giving with the surviving spouse after their spouse passes away. Presented 04/28/2026.
May 27, 2026Donations: Multiple Vanco IDs (v27 & Newer)In this video, learn how to adjust Vanco IDs when a person has multiple IDs or when an ID is assigned to the wrong individual.. Presented on 05/27/2026.