February 18, 2025
In this video, learn about Individuals & Families, Adding Donations Individuals & Groups, Assign a Giver #, and Gives with Family. Presented on 02/18/2025.
February 25, 2025
In this video, learn how to enter attendance for events and groups/classes. Presented on 02/25/2025.
March 11, 2025
In this document, learn how to handle a credit memo versus when a refund is needed. Presented on 03/11/2025.
March 13, 2025
In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and enter beginning balances. Presented on 3/13/2025.
March 27, 2025
In this video, learn how to export reports. Presented 03/25/2025.
April 10, 2025
In this document or video, learn about the receives statement checkbox, the giving/pledging, givers, accounts, sort & options tabs, and choosing a statement layout. Presented on 04/10/2025.
May 22, 2025
In this video, learn about the Pledge/Giving Analysis, Campaign Comparison, Giving Comparison, Step Report, and Statistical Report. Presented on 05/22/2025.
July 8, 2025
In this video, learn how to run mid-year donations statements and include pledged giving. Presented on 07/08/2025.
July 23, 2025
In this video, learn how to create members, visitors, and donations givers while entering a donations batch. Presented on 07/24/2025.
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.
August 12, 2025
In this video or document, learn the different options available to track this in Accounting. Presented on 08/12/2025.