August 21, 2024
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, 2024
In this video, learn how to delete old transactions to cleanup your database. Presented on 09/05/2024.
September 9, 2024
In this video, learn how to understand and interpret these reports. Presented on 9/4/2024.
September 26, 2024
In this video, learn how to attach photos to family and/or individual records. Presented on 09/30/2024.
October 8, 2024
In this video, learn how to assign giver #s to start in 2025. Presented 10/08/2024.
October 10, 2024
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, 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 9, 2024
In this video learn how to enter a non-taxable donations. Presented on 12/04/2024.
December 18, 2024
In this document or video, learn how to set up and send Donation Statements. Presented on 12/19/2024.
February 4, 2025
In this video, learn how to run commonly used reports for annual reporting purposes. Presented on 02/04/2025.