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April 16, 2024

Membership: Step 1 Reporting (v25 7 Newer)

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.
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April 17, 2024

Membership: 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.
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April 29, 2024

Payroll & Accounting: Pay Not Transferring (v25 & Newer)

In this video, learn what to do when your Payroll does not Transfer to Accounting.  Presented on 04/25/2024.
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April 30, 2024

Payroll: Tax Setup (v24 & Newer)

In this video, learn how to set up Federal, State, and Local/Miscellaneous Taxes. Presented on 04/30/2024.
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May 14, 2024

Payroll: Wage Garnishment Setup

In this document or video, learn how to setup wage garnishments in Payroll.
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May 21, 2024

Payroll: Separating EIT from LST

In this document, learn how the Pennsylvania Earned Income Tax (EIT) and the Local Services Tax (LST) should be treated as two different types of taxes. We recommend that the EIT be treated as a Local Tax and the LST be treated as a Miscellaneous tax.
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May 21, 2024

Payroll: Paid Family & Medical Leave Act

In this document, learn how to setup requirements for Paid Family and Medical Leave.
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May 21, 2024

Payroll: Sick Time Earned Based on Weeks or Hours Worked

In this document, learn about States that offer Earned Sick Time Based on Weeks or Hours Worked. Workers earn 1 hour of Sick Time for every 30 or 40 hours worked, depending on their state.
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May 21, 2024

Payroll: States with Miscellaneous Taxes

In this document, learn how to setup miscellaneous taxes for your state.
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May 22, 2024

Accounting: 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.
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June 3, 2024

Accounting: Vanco Fees (v25 & Newer)

In this document or video, learn how to cleanup the holding asset account for online giving donations and about the ‘No Transfer’ method.  Presented on 12/12/2024.
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June 11, 2024

Accounting: Reissue Lost Payroll Check (v25 & Newer)

In this document or video, learn how to handle a lost Payroll check in Accounting.  Presented on 06/11/2024.
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