April 17, 2024Membership: Step 2 Reports (v25 &Newer)In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.
May 14, 2024Membership & Donations: New Family Setup (v24 & Newer)In these documents or video, learn how to create a family, combine them as a giving unit, and add a giver #. Presented 05/14/2024.
May 22, 2024Accounting: Investment Setup & Changes in Value (v25 & Newer)In this document or video, learn how to make adjustments in Accounting when the value of church investments fluctuate. Presented on 05/22/2024.
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 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 15, 2024Donations: Browse Donations (v25 & Newer)In this video, learn how to browse, correct, reverse, and handle NSF donations. Presented on 08/15/2024.
August 20, 2024Membership: Specialty Reports (v25 & Newer)In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 08/20/2024.
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 5, 2024Donations: Delete Historical Data (v25 & Newer)In this video, learn how to delete old transactions to cleanup your database. Presented on 09/05/2024.