March 21, 2024
In this video, learn to manipulate this report in many ways to get a customized report. Presented on 03/21/2024.
April 16, 2024
In this video, learn about Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 04/16/2024.
April 17, 2024
In this video, learn about the Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 04/17/2024.
May 14, 2024
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, 2024
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, 2024
In this video, learn how to link or unlink children to different families in People. Presented on 06/26/2024.
June 27, 2024
In this document or video, learn how to divide the bill and payment. Presented on 06/27/2024.
July 18, 2024
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, 2024
In this video, learn how to make changes to accounts within the chart of accounts. Presented on 07/24/2024.
August 8, 2024
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, 2024
In this video, learn how to browse, correct, reverse, and handle NSF donations. Presented on 08/15/2024.
August 20, 2024
In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 08/20/2024.