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January 24, 2022

Payroll: W2 Filing Instructions

In this document, learn about W2 Filing.  Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix.
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December 7, 2022

Accounting: Bank Rec & Old Transactions (v23 & Newer)

In this video, learn what to do when Bank Rec Reconciles, but Report Shows a Difference.  Presented on 12/07/2022.
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December 20, 2022

Payroll: New Tax Reports (v24 & Newer)

In this video, learn about the New Tax Report Available and the Features of Aatrix. Presented on 12/20/2022.
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January 12, 2023

Payroll: Common Questions & Known Issues

In this video, learn about W2s, Payroll EOY, Expiring PTO, Outstanding Pays, Checks Waiting to Print, Local Tax Update, Aatrix Installer, and Payroll not Transferring to Accounting. Presented 01/12/2023.
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January 18, 2023

Payroll: Payroll not Transferring to Accounting (v24 & Newer)

In this document, learn what to do if you have calculated, posted a pay, and printed checks, but Transfer to Accounting is not available for that date.
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January 24, 2023

CW Web Customers Only: Errors Generating Tax Forms

In this document, learn how to properly access your Tax Forms while on Church Windows Web.  This process is necessary for customers on RDI, Kloud9, and Summit.
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February 7, 2023

Payroll: Setup Direct Deposit

In this video, learn how to setup direct deposit and create a file to pay employee’s electronically. Presented 02/07/2023.
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February 21, 2023

Accounting: Custom Account Groups (v24 & Newer)

In this video, learn how to setup and utilize Custom Account Groups within reports. Presented on 02/21/2023.
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March 15, 2023

Donations: Lists & Labels (v24 & Newer)

In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 03/15/2023.
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March 16, 2023

Accounting: One Vendor, Two Checks (v24 & Newer)

In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.
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March 28, 2023

Membership: Mail Merge/Export (v24 & Newer)

In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout.  Presented on 03/28/2023.
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April 20, 2023

Payroll: Check Designer Help

In this video or Help Files, learn how to edit the designer to fit checks properly.  Presented on 04/20/2023.
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