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Image | Title | Summary | Categories | hf:categories | hf:tax:support_type | |
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Membership: Labels (v25 & Newer) | In this document or video, learn to generate customizable labels for different criteria. Presented on 03/13/2024. | v24, v25, Membership | View | version-24 v25 membership version module | recorded-webinar | |
Membership: Directories (v25 & Newer) | In this video, learn how to create and generate customizable directories. Presented on 03/12/2024. | v24, Membership | View | version-24 membership version module | recorded-webinar | |
Payroll: Tax Form Amendments (v25 & Newer) | In this video, learn how to make and submit changes to previously filed tax forms. Presented on 03/07/2024. | v24, v25, Payroll | View | version-24 v25 payroll version module | recorded-webinar | |
Payroll: History Reports (v25 & Newer) | In this video, learn about the History Report, Payee Detail Hours Report, & Federal Taxable Earning, Withholding, & Net Pay Detail Report. Presented on 03/05/2024. | v25, v24, Payroll | View | v25 version-24 payroll version module | recorded-webinar | |
Accounting: New Year Cleanup (v25 & newer) | In this video, learn tips to work through first Bank Rec, Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/29/2024. | v25, v24, v22, v21, v20, Accounting, v19, v18, v17 | View | v25 version-24 version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Donations: Transfer to Accounting (v25 & Newer) | In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024. | v24, v25, v23, v22, Donations, Accounting | View | version-24 v25 version-23 version-22 donations accounting version module | recorded-webinar | |
Payroll: Paid Time Off | In this video, learn about Learn different setup options for Paid Time Off and how to use it during Calculate Pay. Presented on 02/08/2024. | Payroll, v25 | View | payroll v25 module | recorded-webinar | |
Membership: Annual Reports (v25 & Newer) | In this video, learn how to run commonly used reports for annual reporting purposes. Presented on 02/06/2024. | v24, v25, v23, Membership | View | version-24 v25 version-23 membership version module | recorded-webinar | |
Accounting & Payroll: Merging1099 (v25 & Newer) | In this video, learn how to merge 1099s from Accounting and Payroll to file together. | v25, v24, Payroll | View | v25 version-24 payroll version module | recorded-webinar | |
Payroll: W2 Filing Instructions | In this document or video, learn how to generate W2s using Aatrix.. Presented 01/4/2024. | v25, v24, Payroll | View | v25 version-24 payroll version module | recorded-webinar document | |
Payroll: 1099 Filing Instructions | In this document or video, learn about 1099 Filing. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix. | v25, v24, Payroll | View | v25 version-24 payroll version module | recorded-webinar document | |
Donations: Statement Designer (v25 & Newer) | In this video, learn how to customize a Donation Statement with the many features in the Report Designer. Presented on 12/28/2023. | v24, v25, Donations | View | version-24 v25 donations version module | recorded-webinar | |
Payroll: New Year Prep (v25 & Newer) | In this document or video, learn how Learn how to Prepare for the New Year. Presented on 12/20/2023. | v24, v25, End-of-Year | View | version-24 v25 end-of-year version other | recorded-webinar document | |
Payroll: 941 Filing Instructions | In this document or video, learn about 941 Filing. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix. Presented on 01/16/2024. | v25, v24, Payroll | View | v25 version-24 payroll version module | recorded-webinar document | |
Payroll: How to add HSA to the W2 | In this document, learn how to handle a HSA fully paid by the church or conference. | v24, v25, Payroll | View | version-24 v25 payroll version module | document | |
Donations: Corrections (v25 & Newer) | In this video learn when to use Browse Donations or Posted Batches. Presented on 12/19/2023. | v24, v25, v23, v22, Donations, v21 | View | version-24 v25 version-23 version-22 donations version-21 version module | recorded-webinar | |
Donations: Generating Statements (v25 & Newer) | In this document or video, learn about the Receives Statement checkbox. The Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Choosing a Statement Layout. Presented on 12/12/2023. | v24, v25, v23, v22, Donations, v21, v20 | View | version-24 v25 version-23 version-22 donations version-21 version-20 version module | recorded-webinar document | |
Version 25: What’s New | In this video, learn the new features in 25.23. Presented on 12/07/2023. | v25, End-of-Year, Accounting | View | v25 end-of-year accounting other module | recorded-webinar | |
Accounting: Manage Years (v24 & Newer) | In this video, learn how to Change/Create/View/Copy/Close/Delete an Accounting Year, Update Beg Balances, Change Calendar Years and Delete Unused Accounts. Presented on 12/06/2023. | v23, v22, End-of-Year, v21, v20, Accounting, v19, v18, v17 | View | version-23 version-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other module | recorded-webinar | |
Membership: Children’s Report (v24 & Newer) | In this video, learn how to run a report of kids and include parent and family information. Presented on 11/29/2023. | Membership, v23, v22, v21, v20, v19, v18, v17 | View | membership version-23 version-22 version-21 version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: End of Year Cleanup (v24 & Newer) | In this document or video, learn about reworking the Chart of Accounts, Budgets, and Cleaning up Vendors. Presented on 11/16/2023. | v24, v23, End-of-Year, v22, v21, Accounting | View | version-24 version-23 end-of-year version-22 version-21 accounting version other module | recorded-webinar document | |
System: Unable to Print | In this document, learn how to remedy issues with the Print Preview. After clicking Print on a Report if the Print Preview does not open right away or the program appears locked. Follow the directions in the document below. | v23, v22, System | View | version-23 version-22 system version other | document | |
Donations: New Year Prep (v24 & Newer) | In this document or video, learn about different options to prepare for the new Donations year. Presented on 11/09/2022. | v24, v23, End-of-Year, v22, v21, Donations | View | version-24 version-23 end-of-year version-22 version-21 donations version other module | recorded-webinar document | |
Donations: Pledges & Prepaids (v24 & Newer) | In this document or video, learn how to create pledge campaigns and enter prepaid donations. Presented on 11/08/2023. | v24, v23, v22, End-of-Year, v21, Donations, v20, v19, v18 | View | version-24 version-23 version-22 end-of-year version-21 donations version-20 version-19 version-18 version other module | document recorded-webinar | |
Accounting: New Year Prep (v24 & Newer) | In this document or video, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Account. Presented on 10/19/2023. | v24, v23, End-of-Year, v22, v21, Accounting | View | version-24 version-23 end-of-year version-22 version-21 accounting version other module | recorded-webinar document | |
Payroll: Draft Copy W2 (v24 & Newer) | In this video, learn to Print the Draft Copy W2 in Church Windows Payroll to examine them and ensure they are correct well before the end of the year. Presented 10/17/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar document | |
Thinkific – Church Windows Training Community | In this video, learn about our new Church Windows community with lots of training options. Presented on 10/11/2023. | v24, v23, v22, v21, v20, How Do I Start | View | version-24 version-23 version-22 version-21 version-20 how-do-i-start version other | recorded-webinar | |
Membership: Exporting Email Addresses (v24 & Newer) | In this document, learn how to export email addresses. Presented on 10/10/2023. | v24, v23, Membership, v22 | View | version-24 version-23 membership version-22 version module | recorded-webinar document | |
Donations: Handling Duplicates (v24 & Newer) | In this document or video, learn how to fix multiple entries for the same person. Presented on 10/05/2023. | v24, Membership, v23, v22, Donations | View | version-24 membership version-23 version-22 donations version module | recorded-webinar document | |
Donations: Special Situations (v24 & Newer) | In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023 | v24, v23, v22, Donations, v21, v20 | View | version-24 version-23 version-22 donations version-21 version-20 version module | recorded-webinar | |
Payroll: Error Running Tax Forms that Reference ‘mfc140.dll’ | In this document, learn how to remedy an error when attempting to run Tax Reports in Payroll. The error is, “The code execution cannot proceed because mfc140.dll was not found. Reinstalling the program may fix the problem.” | Known Issues v24, v24, Payroll | View | known-issues-v24 version-24 payroll version module | recorded-webinar document | |
Payroll: Error Running Tax Reports – ‘Entry Point Not Found’ | If you are getting an error when trying to run tax reports you will need to install the Tax Forms from Aatrix. The Error is AatrixForms.exe – Entry Point Not Found. | v24, Known Issues v24, Payroll | View | version-24 known-issues-v24 payroll version module | recorded-webinar document | |
Membership: Advancing School Grade (v24 & Newer) | In this video, learn how to Advance School Grades in Special Functions for the New School Year. Presented 08/15/2023. | v24, v23, Membership, v22, v21, v20 | View | version-24 version-23 membership version-22 version-21 version-20 version module | recorded-webinar | |
Accounting: Quick Pay/View Outstanding Bills (v24 & Newer) | In this document or video, learn how to remove paid bills that still show under Quick Pay/View Outstanding Bills. Presented on 08/08/2023. | v24, v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-24 version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | document | |
Accounting: Reports Formatting (v24 & Newer) | In this video, learn about Tab Definitions and Options when Generating Reports. Presented on 07/25/2023. | v24, v23, v22, v21, Accounting, v20 | View | version-24 version-23 version-22 version-21 accounting version-20 version module | recorded-webinar | |
Membership: Report Designer (v24 & Newer) | In this video, learn about Standard Controls and Data Controls. Presented on 07/20/2023. | v24, v23, v22, v21, Donations, v20, v19 | View | version-24 version-23 version-22 version-21 donations version-20 version-19 version module | recorded-webinar | |
Membership: Reporting Part 3 | In this video, learn about the Directory, Mail Merge/Export, and Directory Export. Presented on 07/19/2023. | v24, Membership, v23, v22, v21, v20, v19 | View | version-24 membership version-23 version-22 version-21 version-20 version-19 version module | recorded-webinar | |
Membership: Reporting Part 2 | In this video, learn about Step 2; Editing a Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 07/13/2023. | v24, Membership, v23, v22, v21, v20, v19 | View | version-24 membership version-23 version-22 version-21 version-20 version-19 version module | recorded-webinar | |
Membership: Reporting Part 1 | In this video, learn about Step 1; Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 07/11/2023. | v24, Membership, v23, v22, v21, v20, v19 | View | version-24 membership version-23 version-22 version-21 version-20 version-19 version module | recorded-webinar | |
How Do I Start? | Helpful videos and documents to get you started using Church Windows. | Membership, v23, v22, Scheduler, Donations, How Do I Start, v20, Accounting, Payroll | View | membership version-23 version-22 scheduler donations how-do-i-start version-20 accounting payroll module version other | recorded-webinar | |
Donations: Report Selections (v24 & Newer) | In this video, learn about reporting and filter options. Presented on 07/06/2023. | Donations, v21 | View | donations version-21 module version | recorded-webinar | |
Donations: Receives Statement (v24 & Newer) | In this document or video, learn about the importance of the Receives Statement checkbox and how to check Givers to receive a Donations Statement. Presented on 06/29/2023. | v24, v23, v22, v21, Donations, v20, v19, v18, v17 | View | version-24 version-23 version-22 version-21 donations version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Payroll: Tax Tables | In this document, learn about possible issues in version 24 with the Federal Tax Tables not calculating correctly. If you discover a problem with Federal Tax, please review the PDF below. | v24, Known Issues v24, Accounting, Payroll | View | version-24 known-issues-v24 accounting payroll version module | document | |
Move CW to a New Computer (v20 & Newer) | In this document, learn how to easily move the Church Windows program to a new computer. | v24, v23, v22, v21, v20, System | View | version-24 version-23 version-22 version-21 version-20 system version other | document | |
CW Web: Connection Problems | If you have trouble accessing your Church Windows on the Web, please contact your host provider directly. | CW Web, System | View | cw-web system other | ||
Membership & Donations: Transferring Individuals (v24 & Newer) | In this video or document, learn how to Transfer Individual(s) and/or Families to New or Existing Households and Transfer Individuals to Donations. Presented on 06/15/2023. | Membership, v22, Donations, v21, v20 | View | membership version-22 donations version-21 version-20 module version | recorded-webinar document | |
Payroll & Accounting: Payroll Benefits Payment (v24 & Newer) | In this video, learn about Payroll Benefits Payment that is Part Employer and Part Employee Paid. Presented on 06/13/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
Accounting: Converting From or To a Calendar Year (v24 & Newer) | In this document or video, learn how to switch from a calendar year to a fiscal year, or vice versa. Presented on 06/12/2023. | v24, v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-24 version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Payroll: Payroll Reports | In this video, learn about select Payroll reports and general reporting conventions. Presented on 05/30/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
UMC Disaffiliation | In this document or video, learn how Project Helper can help if your church is disaffiliating from the UMC. Presented on 05/25/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar document | |
Membership: Directory (v22 & Newer) | In this document or video, learn how to add cell phones to the Directory Template. Presented on 05/11/2023. | v24, Membership, v23, v22 | View | version-24 membership version-23 version-22 version module | document recorded-webinar | |
Donations: Statement Troubleshooting (v24 & Newer) | In this document or video, learn tips to ensure your statements will print correctly. Presented on 05/04/2023. | v23, v22, v21, Donations, v20 | View | version-23 version-22 version-21 donations version-20 version module | recorded-webinar document | |
Accounting: Adjust Asset (v24 & Newer) | In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023. | v24, v23, v22, v21, v20, Accounting, v19, v18, v17 | View | version-24 version-23 version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
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. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
Membership: Specialty Reports (v24 & Newer) | In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 04/18/2023. | v24, v23, Membership, v22, v21, v20 | View | version-24 version-23 membership version-22 version-21 version-20 version module | recorded-webinar | |
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. | v24, v23, Membership, v22 | View | version-24 version-23 membership version-22 version module | recorded-webinar | |
Payroll: Checkup | In this video, verify your tax attributes allowances and deductions are setup correctly. Presented 03/22/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
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. | v24, v23, v22, v21, v20, Accounting, v19, v18, v17 | View | version-24 version-23 version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
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. | v24, v23, v22, Donations, v21, v20 | View | version-24 version-23 version-22 donations version-21 version-20 version module | recorded-webinar | |
Membership: Basic Reports (v24 & Newer) | In this document or video, learn how to use this columnar report for most of your reporting needs. Presented on 03/07/2023. | v24, v23, Membership, v22 | View | version-24 version-23 membership version-22 version module | recorded-webinar document | |
Payroll: Paying Direct Deposit | In this video, learn about running payroll as a direct deposit and submitting the file to the bank. Presented 03/02/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
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. | v24, v23, v22, v21, v20, Accounting | View | version-24 version-23 version-22 version-21 version-20 accounting version module | recorded-webinar | |
Payroll: How to Calculate an Adjustment | In this document or video, learn how to use Calculate Adjustment when you need to make changes to a person’s pay history. Presented on 02/15/2023. | v24, Payroll | View | version-24 payroll version module | recorded-webinar document | |
Donations: Manage Givers (v24 & Newer) | In this video, learn about Individuals & Families, Adding Donations Individuals & Groups, Assign a Giver #, and Gives with Family. Presented on 02/09/2023. | v22, Donations, v21, v20 | View | version-22 donations version-21 version-20 version module | recorded-webinar | |
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. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
Payroll: Duplicate Payroll Transfers in Accounting | In this document, learn how to remedy multiple payroll transfers in Accounting. This is a known issue in 24.22.x. This will be corrected in sr2. | v24, Known Issues v24, Accounting, Payroll | View | version-24 known-issues-v24 accounting payroll version module | document | |
Payroll: Separating EIT from LST in 2022 | In this document, learn the different options available if you do not want to see EIT and LST combined. | v24, Payroll | View | version-24 payroll version module | document | |
CW Web Customers Only: Cannot Connect to RDP | In this document, learn how to remedy connection issues with RDP. After a recent Microsoft Windows update, your connection now hangs and you are unable to connect to access your Church Windows. | CW Web | View | cw-web other | recorded-webinar | |
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. | v24, Accounting, Payroll | View | version-24 accounting payroll version module | document | |
Payroll: Group Term Life is Doubling in Box 12 of W2 | In this document, learn what to do if you your Group Term Life amounts appear doubled. | v24, Known Issues v24, Payroll | View | version-24 known-issues-v24 payroll version module | document | |
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. | v24, Known Issues v24, Accounting, Payroll | View | version-24 known-issues-v24 accounting payroll version module | document | |
Installation Interrupted (v25 & Newer) | In this document, learn how to remedy the installation interruption. Typically the installation starts, but you receive a message that the installation could not be completed because it was interrupted. | v24, System | View | version-24 system version other | document | |
Payroll: Conversion Error with a Letter, such as E or A | In this document, learn how to correct the error when converting Payroll. The error includes a specific letter, such as E or A. | v24, Known Issues v24, Payroll | View | version-24 known-issues-v24 payroll version module | document | |
Payroll: Error Printing Checks – Conversion from type ‘DBNull’ to type ‘Boolean’ is not valid. | After the release of 24.22.1, a problem was found. While attempting to print payroll checks an error occurs. The error refers to an Exception Message of, Conversion from type ‘DBNull’ to type ‘Boolean’ is not valid. | v24, Known Issues v24, Payroll | View | version-24 known-issues-v24 payroll version module | bug | |
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. | v24, Known Issues v24, Payroll | View | version-24 known-issues-v24 payroll version module | recorded-webinar | |
Error Opening Payroll v2022 | In this document, learn about the new release of Payroll v24 and the error occurring when opening the original Payroll program. Presented on 12/23/2022. | v24, Known Issues v24, Payroll | View | version-24 known-issues-v24 payroll version module | document | |
Version 24.22.0 Known Issues | In these documents, learn about two known issues in the new release of v24 and how to handle them in the interim due to our office closure from Winter Storm Elliott. Presented on 12/23/2022. | v24, Known Issues v24, Donations, Accounting, Payroll | View | version-24 known-issues-v24 donations accounting payroll version module | document | |
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. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
Payroll: v24 Conversion Help | In this document, learn how to convert your Payroll Data into Church Windows version 24.22.0. For Desktop Installations. Presented on 12/19/2022. | v24, Payroll | View | version-24 payroll version module | document | |
Payroll: v24 Conversion Help for Payroll Only | In this document, learn how to convert your Payroll Data into Church Windows version 24.22.0. These instructions are for Desktop Installations that only use the Payroll Module. Presented on 12/19/2022. | v24, Payroll | View | version-24 payroll version module | recorded-webinar | |
Payroll: Conversion Help on CWW – Summit & Kloud9 | In this document, learn how to convert your Payroll Data into Church Windows version 24.22.0. Presented on 12/19/2022. | v24, CW Web, Payroll | View | version-24 cw-web payroll version other module | recorded-webinar | |
Payroll: Conversion Help on CWW – RDI | In this document, learn how to access Payroll after a Church Windows Technician converts your Payroll Data. Presented on 12/19/2022. | v24, CW Web, Payroll | View | version-24 cw-web payroll version other module | document | |
Donations: Emailing Donation Statements (v22 & Newer) | In this document or video, learn how to set up and send Donation Statements. Presented on 12/14/2022. | v24, v23, End-of-Year, v22, Donations, v21, v20 | View | version-24 version-23 end-of-year version-22 donations version-21 version-20 version other module | recorded-webinar document | |
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. | v24, v23, Accounting | View | version-24 version-23 accounting version module | recorded-webinar | |
Payroll: Verifying Tax Setup | In this video, learn how to Check all Tax Attributes are Setup Correctly in New Payroll Version 24. Presented on 10/20/2022. | Payroll | View | payroll module | recorded-webinar | |
Payroll: Conversion & Security | In this document or video, learn how to Convert your Current Data into the New Payroll Software and Setup Security in New Payroll Version 24. Presented on 12/14/2022. | Payroll | View | payroll module | recorded-webinar document | |
Payroll: Allowances & Deductions | In this video, learn how to Setup and Use for Different Situations in New Payroll Version 24. Presented 10/18/2022. | Payroll | View | payroll module | recorded-webinar | |
Payroll: Calculate Payroll | In this video, learn how to Complete a Payroll from Start to Finish in New Payroll Version 24. Presented 10/13/2022. | Payroll | View | payroll module | recorded-webinar | |
Payroll: Setup Employees | In this video, learn the Process for Entering New Employees and Contractors in New Payroll Version 24. Presented 10/11/2022. | Payroll | View | payroll module | recorded-webinar | |
Payroll: Enhancements | In this video, learn the New Features in the New Version 24 of Payroll. Presented 10/06/2022. | Payroll | View | payroll module | recorded-webinar | |
Payroll: Introducing the New Payroll Program! | In this video, learn the New Screens an how they Compare to the Current Payroll Program. Presented 09/29/2022. | Payroll | View | payroll module | recorded-webinar | |
System: System Specifications & System Requirements for Church Windows | In this document, learn what system specifications and requirements are needed for Church Windows. | v23, v22, System | View | version-23 version-22 system version other | document | |
Donations & Accounting: How to Handle a NSF Donation (v22 & Newer) | In this document or video, learn the Process for Handling a Non Sufficient Funds Donation. Presented on 09/22/2022. | v23, v22, Donations, v21, v20, Accounting, v19 | View | version-23 version-22 donations version-21 version-20 accounting version-19 version module | recorded-webinar document | |
Accounting: Capitalizing an Asset (v22 & Newer) | In this document or video, learn how to post a direct purchase of an Asset. Presented on 09/15/2022. | v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Membership & Donations: How to Setup a New Family, Gives with Family & Assign Giver # (v22 & Newer) | In these documents or video, learn the Process to Check Gives with Family and Assign a Giver # to the Family Unit. Presented on 09/13/2022. | v23, Membership, v22, v21, Donations, v20 | View | version-23 membership version-22 version-21 donations version-20 version module | recorded-webinar document | |
Membership: Advancing Groups/Classes (v22 & Newer) | In this video, learn how to set Classes to Advance and Use Special Functions to Advance Groups & Classes. Presented on 09/07/2022. | v23, Membership, v22, v21, v20 | View | version-23 membership version-22 version-21 version-20 version module | recorded-webinar | |
Membership, Donations & Accounting: Attaching Files and Documents (v22 & Newer) | In this video, learn to Attach Files or Documents throughout the Software. Presented on 08/30/2022. | Membership, v23, v22, Donations, Accounting | View | membership version-23 version-22 donations accounting module version | recorded-webinar | |
Accounting: Correcting DONA Transactions (v22 & Newer) | In this video, learn Options to Correct Donations Transferred to the Wrong Debit or Credit Account. Presented on 08/25/2022. | v23, v22, v21, Donations, v20, Accounting | View | version-23 version-22 version-21 donations version-20 accounting version module | recorded-webinar | |
Membership: Editing, Deleting or Copying Attendance (v22 & Newer) | In this video, learn to Change Information for an Entry, Edit Event/Class/Date, Delete and Copy Attendance, Reports/Labels/Email, and Transfer Attendance. Presented on 08/17/2022. | Membership, v23, v22, v21, v20 | View | membership version-23 version-22 version-21 version-20 module version | recorded-webinar | |
Membership: Entering Attendance (v22 & Newer) | In this video, learn to Enter Attendance by Count or Person, Add New Individuals, Track Communion, Relabel Fields, Add Comments, and View Attendance Lists by Event/Group/Class. Presented on 08/16/2022. | Membership, v23, v22, v21, v20 | View | membership version-23 version-22 version-21 version-20 module version | recorded-webinar | |
System: Church Windows Desktop Backup | In this document or video, learn to Make a Backup and Proper Backup Procedures. Presented on 08/11/2022. | v23, v22, v21, v20, System, v19, v18 | View | version-23 version-22 version-21 version-20 system version-19 version-18 version other | recorded-webinar document | |
System: Church Windows Security | In this video, learn to Create Usernames with Specific Access and how to Adjust Usernames for New Staff. Presented on 08/10/2022. | v23, v22, v21, v20, System, v19, v18 | View | version-23 version-22 version-21 version-20 system version-19 version-18 version other | recorded-webinar | |
Accounting: Vanco Report Troubleshooting Part 2 (v22 & Newer) | In this document or video, learn how to understand Vanco Reports and compare them to Accounting. Presented on 07/28/2022. | v23, v22, Donations, Accounting, v20 | View | version-23 version-22 donations accounting version-20 version module | recorded-webinar document | |
Accounting: Adding a New Fund and its Accounts (v22 and newer) | In this video, learn the Process for Adding a New Fund and the Related Accounts. Presented on 07/21/2022. | v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Payroll Helper Service | In this video, learn about a Service from Church Windows that Helps you Manage your Payroll Program! Presented on 07/14/2022. | Membership, v23, v22, Donations, v21, Accounting, How Do I Start, v20, Payroll | View | membership version-23 version-22 donations version-21 accounting how-do-i-start version-20 payroll module version other | recorded-webinar | |
Project Helper Service | In this video, learn about a Service from Church Windows that Tackles Large Projects for You! Presented on 07/12/2022. | Membership, v22, v21, Donations, How Do I Start, v20, Accounting, Payroll | View | membership version-22 version-21 donations how-do-i-start version-20 accounting payroll module version other | recorded-webinar | |
Membership: Picture Directory (v22 & Newer) | In this video, learn how to Customize a Photo Directory Template. Presented on 07/07/2022. | Membership, v23, v22, v21, v20 | View | membership version-23 version-22 version-21 version-20 module version | recorded-webinar | |
Donations: Delete Historical Data (v22 & Newer) | In this video, learn how to Delete Old Giving Data. Presented on 07/06/2022. | v23, v22, Donations, v21, v20 | View | version-23 version-22 donations version-21 version-20 version module | recorded-webinar | |
Membership: Adding Families (v22 & Newer) | In this video, learn about the Blank Data Entry Form and Creating New Families with Individuals. Presented 06/29/2022. | v23, Membership, v22, How Do I Start, v20 | View | version-23 membership version-22 how-do-i-start version-20 version module other | recorded-webinar | |
Accounting: Corrections and Reversals (v20 & Newer) | In this video Learn how to Correct or Reverse Transactions in Accounting. Presented on 06/15/2022. | v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Browse Transactions (v20 & Newer) | In this video, learn how to browse accounting transactions to research information. From workbook A202, pages 15 – 31. Presented on 06/14/2022. | v23, v22, v21, v20, Accounting, v19 | View | version-23 version-22 version-21 version-20 accounting version-19 version module | recorded-webinar | |
Donations: Mid-Year Donation Statement (v20 & Newer) | In this video, learn how to run mid-year giving statements to include pledge comparisons. Presented on 06/09/2022. | v23, v22, v21, Donations, v20, v19, v18, v17 | View | version-23 version-22 version-21 donations version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Membership & Donations: Adjustments for Divorce (v22 & Newer) | In this document or video, learn the Changes Required to Separate their Records. Presented on 06/08/2022. | Membership, v23, v22, v21, Donations, v20 | View | membership version-23 version-22 version-21 donations version-20 module version | recorded-webinar document | |
Membership & Donations: Emailing with Gmail (v20 & Newer) | In this document, learn how to use your Gmail Account with Church Windows using the App Password Generator that went into effect May 30, 2022. Gmail will no longer support the use of third-party apps or devices which ask you to sign in to your Gmail Account using only your username and password. This will effect anyone using a Gmail Account within Church Windows for emailing. | Membership, v22, Donations, v21, v20 | View | membership version-22 donations version-21 version-20 module version | document | |
Donations & Accounting: Vanco Audit (v22 & Newer) | In these documents or video, learn helpful tips for balancing between Church Windows and Vanco. Presented on 05/25/2022. | v23, v22, Donations, v20 | View | version-23 version-22 donations version-20 version module | recorded-webinar document | |
Membership: Family Record Tabs (v22 & Newer) | In this video, learn about the Name, Family Info, Comments, Photo, Other, and Files/Documents Tabs. Presented on 05/17/2022. | v23, Membership, v22, v21, v20 | View | version-23 membership version-22 version-21 version-20 version module | recorded-webinar | |
Accounting: Dashboard Preview (v22 & Newer) | In this video, learn about the Dashboard to Create Different Graphs. Presented on 05/10/2022. | v23, v22, v21, Accounting | View | version-23 version-22 version-21 accounting version module | recorded-webinar | |
Donations: Batch Reports (v22 & Newer) | In this video, learn how to run the Donation Batch Report in Different Formats. Presented on 05/05/2022. | v23, v22, v21, Donations, v20, v19, v18, v17 | View | version-23 version-22 version-21 donations version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Donations: Posted Batches (v22 & Newer) | In this video, learn how to view, correct, reverse, or reactive a batch after posting. Presented on 05/04/2022. | v23, v22, Donations, v21, v20, v19, v18, v17 | View | version-23 version-22 donations version-21 version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Individual Loan (v20 & Newer) | In this document or video, learn how to set up a loan given to an individual from the church. Presented on 04/26/2022. | v23, v22, v21, v20, Accounting, v19, v18 | View | version-23 version-22 version-21 version-20 accounting version-19 version-18 version module | recorded-webinar document | |
Donations: Comparison Reports (v22 & Newer) | In this video, learn about the Pledge/Giving Analysis. Campaign Comparison. Giving Comparison. Step Report. Statistical Report. Presented on 04/12/2022. | v23, v22, Donations, v21, v20, v19, v18, v17 | View | version-23 version-22 donations version-21 version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Using the Search Features (v22 or Newer) | In this video, learn how to use the person lookup and find features in the Membership module. Presented on 04/06/2022. | Membership, v23, v22, v21, v20 | View | membership version-23 version-22 version-21 version-20 module version | recorded-webinar | |
Accounting: Print Checks (v22 and Newer) | In this video, learn how to print checks. Presented 03/31/2022. | v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Donations: Giving Accounts (v22 & Newer) | In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022. | v23, v22, Donations, v21, v20, v19, v18, v17 | View | version-23 version-22 donations version-21 version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Enter Bills & Pay Bills (v20 & Newer) | In this document or video, learn the Process of Entering Bills and Paying Bills. Presented on 03/15/2022. | v23, v22, v21, v20, Accounting | View | version-23 version-22 version-21 version-20 accounting version module | recorded-webinar document | |
Donations: Vanco & Church Windows (v22 & Newer) | In this special presentation video, learn about e-giving options powered by Vanco and how to import giving into Donations. Presented on 03/10/2022. | v23, v22, Donations, v20 | View | version-23 version-22 donations version-20 version module | recorded-webinar | |
Membership: Printing Labels (v24 & Older) | In this document or video, learn about selecting People and a Layout. Presented on 03/09/2022. | v23, Membership, v22, v21 | View | version-23 membership version-22 version-21 version module | recorded-webinar document | |
Donations: Browse Donations (v22 & Newer) | In this video, learn how to Browse, Correct, Reverse, and Handle NSF Donations. Presented on 02/24/2022. | v23, v22, v21, Donations, v20 | View | version-23 version-22 version-21 donations version-20 version module | recorded-webinar | |
Accounting: Change Account Number Structure (v22 and Newer) | In this video, learn the Process of Re-Numbering your Chart of Accounts. Presented on 02/15/2022. | v23, v22, Accounting | View | version-23 version-22 accounting version module | recorded-webinar | |
Donations: Multi-Year Campaign (v20 & Newer) | In this Church Windows video, you will learn how to set up a multi-year pledge campaign and enter pledges. Presented 02/10/2022. | v23, v22, v21, Donations, v20, v19, v18, v17 | View | version-23 version-22 version-21 donations version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Handling Inactive People and Cleanup Tips (v22 & Newer) | In this video, learn how to Inactivate People when they Leave the Church and Tips for Cleaning up the Membership Database. Presented on 02/09/2022. | Membership, v23, v22, v21, v20 | View | membership version-23 version-22 version-21 version-20 module version | recorded-webinar | |
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. | v24, Payroll | View | version-24 payroll version module | document | |
Accounting: Report Spacing is Wider | Known Issue in v23: Longer Reports in Accounting. | v23, Known Issues v23, Accounting | View | version-23 known-issues-v23 accounting version other module | bug | |
Donations: List Giver # Report does not show anything in Next # Column | Known Issue in v23: List Giver # Report not showing Next #s. | v23, Known Issues v23, Donations | View | version-23 known-issues-v23 donations version other module | bug | |
Donations: Gifts from a Vanco Download import Claim they are already Imported | Known Issue in v23: Donations From Vanco download Import claim they have already been Imported. | v23, Donations, Known Issues v23 | View | version-23 donations known-issues-v23 version module other | bug | |
Donations: Auto Assign Giver #s (23 & Newer) | In this video, learn how to use the New Auto Assign Feature for Giver #s. Presented 11/23/2021. | v23, Donations | View | version-23 donations version module | recorded-webinar | |
Accounting: New Year Prep Steps for 2022 | In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021. | v23, End-of-Year, v22, v21, v20, Accounting | View | version-23 end-of-year version-22 version-21 version-20 accounting version other module | recorded-webinar document | |
Membership: Booklet Directory (v20 & Newer) | In this document or video, learn how to create a Directory in a Booklet Format. Presented 10/27/2021. | v23, Membership, v22, v21, v20 | View | version-23 membership version-22 version-21 version-20 version module | recorded-webinar document | |
Accounting: Chart of Accounts Revisions (v22 and Newer) | In this video, learn Steps and Best Practices for Reworking and Revising the Chart of Accounts. Presented on 10/13/2021. | v23, v22, Accounting | View | version-23 version-22 accounting version module | recorded-webinar | |
Membership: Dashboard (v22 & Newer) | In this video, Explore the Available Graphs. Presented on 10/07/2021. | v23, Membership, v22 | View | version-23 membership version-22 version module | recorded-webinar | |
Accounting: Subtotal or Subaccounts (v22 and Newer) | In this video or document, learn the differences. Presented on 09/30/2021. | v23, v22, Accounting | View | version-23 version-22 accounting version module | recorded-webinar document | |
Donations: Dashboard (v22 & Newer) | In this video, Explore the Available Graphs. Presented on 09/21/2021. | v23, v22, Donations | View | version-23 version-22 donations version module | recorded-webinar | |
Membership: Fields & Customizing (v22 & Newer) | In this video, learn about Types of Fields and Special List Fields, Relabel/Hide, Add/Delete/Rearrange Fields, Adding List Field and Codes, and Delete/Hide Custom Fields. Presented 09/01/2021. | v23, Membership, v22 | View | version-23 membership version-22 version module | recorded-webinar | |
Membership: Visits (V22 & Newer) | In this video, learn about Setup, Recording, Editing, Deleting, Changing Screen Appearance, and Reports. Presented on 08/25/2021. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Scheduler: Overview (v22 & Newer) | In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021. | v22, Scheduler, v21, v20, v19, v18, v17 | View | version-22 scheduler version-21 version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Overview (v22 & Newer) | In this video, learn basic features of the Accounting Module. Presented on 08/12/2021. | v22, v21, v20, Accounting, v19, v18, v17 | View | version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
System: Renamed Computer SQL Error for Church Windows (v20 & Newer) | This document will explain how to fix errors caused by the host computer getting renamed. | v22, v21, v20, System, v19, v18, v17 | View | version-22 version-21 version-20 system version-19 version-18 version-17 version other | document | |
Donations: Overview (v22 & Newer) | In this video, learn the basic features of the Donations Module. Presented on 08/05/2021. | v22, v21, Donations, How Do I Start, v20, v19, v18, v17 | View | version-22 version-21 donations how-do-i-start version-20 version-19 version-18 version-17 version module other | recorded-webinar | |
Membership: Basics (v22 & Newer) | In this video, learn the basic features of the Membership Module. Presented on 08/04/2021. | Membership, v22, v20, How Do I Start, v19, v18, v17 | View | membership version-22 version-20 how-do-i-start version-19 version-18 version-17 module version other | recorded-webinar | |
Accounting: Accounts Payable Reporting (v20 & Newer) | In this video, see the many Features of A/P Reporting. Presented on 07/29/2021. | v22, v21, v20, Accounting, v19, v18, v17 | View | version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Accounts Receivable Overview (v20 & Newer) | In this video, a Simple Overview of the Functionality of A/R. Presented 07/28/2021. | v22, v21, v20, Accounting, v19, v18, v17 | View | version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Donations: Importing Donations from a Text File (v22 & Newer) | This document or video, learn about Importing Giving using a .CSV or .TXT File. Presented on 07/13/2021. | v22, Donations, v21, v20, v19, v18, v17 | View | version-22 donations version-21 version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Accounting: Petty Cash (v21 & Newer) | In this document or video, learn how Options for Setup and Use. Presented on 06/10/2021. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Membership: Attendance Reports (v20 & Newer) | In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report. Presented on 06/03/2021. | Membership, v22, v21, v20, v19 | View | membership version-22 version-21 version-20 version-19 module version | recorded-webinar | |
Accounting: Budget (v20 & Newer) | In this video, learn about Entering the Budget. Presented on 05/25/2021. | v22, v21, v20, Accounting | View | version-22 version-21 version-20 accounting version module | recorded-webinar | |
Membership: Working with the Grid (v20 & Newer) | In this video, learn how to Toggle between Grid and Record, Tagging Records, Display Fields, Display new Fields, Set Column Order, Sort by field, and Add/Edit/Delete Data Quickly. Presented on 05/11/2021. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Accounting: Paying From a Liability (v20 & Newer) | In this video, learn about 941 Deposit and Pass Throughs. Presented on 05/05/2021. | v22, v21, v20, Accounting | View | version-22 version-21 version-20 accounting version module | recorded-webinar | |
Donations: Vanco Direct Donation Import Process (v20.17.2 & Newer) | In this video, learn how to use the new quick and easy import feature for on-line donations from Vanco into Church Windows. Presented 5/23/2018. | v22, Donations, v21, v20 | View | version-22 donations version-21 version-20 version module | recorded-webinar | |
Membership: Assigning Groups/Classes & Skills/Interests (v20 & Newer) | In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021. | Membership, v22, v21, v20, How Do I Start | View | membership version-22 version-21 version-20 how-do-i-start module version other | recorded-webinar | |
Membership: Setting Up Groups/Classes & Skills/Interests (v19 & Newer) | In this video, learn about the Hierarchical Structure, Entering, Track Additional Info, Editing a Name, Deleting, and Moving. Presented on 04/13/2021. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Accounting: Financial Reports Basics (v20 & Newer) | In this video, learn Where to Find the Reports and What they Do. Presented 04/07/2021. | v22, v21, Accounting, v20 | View | version-22 version-21 accounting version-20 version module | recorded-webinar | |
Membership: Creating Individuals (v20 & Newer) | In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021. | Membership, v22, v21, How Do I Start, v20 | View | membership version-22 version-21 how-do-i-start version-20 module version other | recorded-webinar | |
Accounting: Credit Card Purchases (v20 & Newer) | In this document or video, learn how to Divide the Bill and Payment. Presented on 03/17/2021. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Donations: Donation Reports (v20 & Newer) | In this video, learn about the Donations Log Report, Giving Summary, and Deposit Slip. Presented on 03/09/2021. | v22, Donations, v21, v20 | View | version-22 donations version-21 version-20 version module | recorded-webinar | |
Accounting: Financial to Accounting Transition Help (v20 & Newer) | In this video, learn helpful tips after converting to the Accounting Module. Presented on 03/02/2021. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Audit Procedures (v20 & Newer) | In this document or video, learn about suggested areas to review. Presented on 02/25/2021. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Payroll: Connecticut Paid Family & Medical Leave Act | Beginning January 1, 2021, in Connecticut, employers are required to collect contributions for Paid Family & Medical Leave. | Payroll | View | payroll module | document | |
Donations: Export Giver #s for Envelope Company (v20 & Newer) | In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020. | End-of-Year, v22, Donations, v21, v20 | View | end-of-year version-22 donations version-21 version-20 other version module | recorded-webinar document | |
End of Year: Back Up | In this document, learn how to Back Up your Data for Year End. | End-of-Year, v22, v21, v20, v19, System, v18 | View | end-of-year version-22 version-21 version-20 version-19 system version-18 other version | document | |
Contributions: New Year Prep Steps for 2021 | In these documents, learn how to Manage Envelope #s, Print Labels with Next Year’s Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges. | Contribution, End-of-Year, v22, v21, v20 | View | contribution end-of-year version-22 version-21 version-20 legacy other version | document | |
Accounting: Closing Accounting Year (v20 & Newer) | In this document, learn how to permanently close an accounting year. | v22, v21, Accounting, v20, v19 | View | version-22 version-21 accounting version-20 version-19 version module | document | |
Donations: Giver # Labels (v20 & Newer) | In this document or video, learn how to Generate Labels with Giver #s included. Presented on 11/25/2020. | v22, Donations, v21, v20 | View | version-22 donations version-21 version-20 version module | document recorded-webinar | |
Donations: Pledges & Campaigns (v20 & Newer) | In this video, learn about the Campaign Tab. Edit or Remove Campaign Pledge Info. Edit or Delete Campaign. Starting a new Campaign. Pledges by Giver Tab. View, Change and/or Remove Pledge Info. Presented on 11/19/2020. | v22, v21, Donations, v20, v19, v18, v17 | View | version-22 version-21 donations version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Manage Years Part 2 (v20 & Newer) | In this video, learn how to Delete Unused Accounts and Delete Accounting Years. Presented on 11/11/2020. | v22, End-of-Year, v21, v20, Accounting, v19, v18, v17 | View | version-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other module | recorded-webinar | |
Accounting: Manage Years Part 1 (v20 & Newer) | In this video, learn how to Change to another Existing Year. Setup New Year. View Year Information. Recopy Chart of Accounts. Update Beginning Balances. Close Accounting Year. Calendar and Non Calendar Year. Presented on 11/10/2020. | v22, End-of-Year, v21, v20, Accounting, v19, v18, v17 | View | version-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other module | recorded-webinar | |
Membership: CASS Certification and NCOA Processing (v20 & Newer) | In this video, learn how to Create a File and Install the Output from Lorton. Presented on 11/04/2020. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
System: Creating a New Microsoft Windows™ Profile | In this document, learn how to Create a New Admin User to Install Church Windows when a Regular Profile rolls back. | v22, v21, v20, System | View | version-22 version-21 version-20 system version other | document | |
Financial End-of-Life | In this document, 2020 is the end of the life cycle for the Church Windows Financial module, as the software will not advance into the 2021 fiscal year. The Church Windows Accounting module was released in 2008 as an upgrade to Financial, and thousands of customers have been enjoying its features and flexibility for the last 12 years. | Financial, v18, v17, v16 and Older | View | financial version-18 version-17 versions-16-and-older legacy version | document | |
Accounting: Changing Banks using the Donations Module (v20 & Newer) | In this document or video, learn what to do when the Church Changes Banks. Presented on 10/20/2020. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Membership: When an Individual or Family Leaves the Church (v22 & Newer) | In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date. Presented on 09/22/2020. | Membership, v22, v21, Donations, v20 | View | membership version-22 version-21 donations version-20 module version | recorded-webinar | |
Accounting: Basic Transactions (v20 & Newer) | In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits. Presented on 09/09/2020. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Family Categories (v22 & Newer) | In this video, Adding, Editing or Deleting a Category and Color Coding. Presented on 09/03/2020. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Accounting: Advanced Transactions (v20 & Newer) | In this video, learn how to Complete Transfers and Journal Entries. Presented 08/18/2020. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
CW Web: Exporting Donations Data (RDI, Summit Hosting & Kloud9) | In these documents, learn the steps for exporting data and reports for local printing. | CW Web, Donations | View | cw-web donations other module | document | |
CW Web: Exporting Accounting Data (RDI, Summit Hosting, & Kloud9) | In this document, learn the steps for exporting data and reports for local printing. | CW Web, Accounting | View | cw-web accounting other module | document | |
CW Web: Exporting the Directory (RDI, Summit Hosting & Kloud9) | In these documents, learn the steps for exporting data and reports for local printing. | Membership, CW Web | View | membership cw-web module other | document | |
CW Web: Creating a Backup (Using Citrix or RDWeb/RDP) | In these documents, learn how to make a backup on Church Windows Web. | CW Web, System | View | cw-web system other | document | |
Accounting: Recurring Transactions (v20 & Newer) | In this video, learn how to Setup, Use, and Edit. Presented on 08/06/2020. | v22, v21, v20, Accounting | View | version-22 version-21 version-20 accounting version module | recorded-webinar | |
Accounting: Make the Switch from QuickBooks to Church Windows Accounting (v20 & Newer) | In this video, a special joint webinar with Steeple Accounting. Presented on 07/30/2020. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Voiding Checks (v20 & Newer) | In this document or video, learn how to Void a Check in Different Situations. Presented on 07/16/2020. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Donations: Multiple Vanco IDs (v22 & Newer) | In this video, learn how to add more than one ID for Importing Donations from Vanco. Presented on 07/07/2020. | v22, Donations | View | version-22 donations version module | recorded-webinar | |
Accounting: Fund Types (v20 & Newer) | In this document, learn when and how to create different funds. | v23, v22, v21, Accounting, v20, v19, v18, v17 | View | version-23 version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | document | |
Accounting: Fund Theory (v19 & Newer) | In this document, learn what Fund Accounting means. | v22, v21, v20, Accounting, v19, v18, v17 | View | version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | document | |
Accounting: Bills & Payments for a Particular Period (v19 & Newer) | In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period. Presented 03/03/2020. | v22, v21, v20, Accounting, v19, v18, v17 | View | version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar document | |
Membership: Standard Report Formats (v22 and Newer) | In this video, learn about the Directory, Custom, and Directory Export. Presented on 05/28/2020. | Membership, v22, v21, v20, v19, v18, v17 | View | membership version-22 version-21 version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: Handling Online Giving Fees (v20 & Newer) | In these documents or video, learn how to handle processing fees from online giving. Presented on 05/26/2020. | v22, v21, Donations, v20, Accounting | View | version-22 version-21 donations version-20 accounting version module | document recorded-webinar | |
Accounting: Electronic Giving / Credit Card Fees (v19 & Newer) | In this video or document, learn how to handle credit card processing fees from online giving. Presented on 04/10/2019. | v22, v21, Donations, Accounting, v20, v19, v18, v17 | View | version-22 version-21 donations accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Accounting: Starting Over for the New Year in Accounting (V19 & Newer) | In this document, learn how to continue using the existing Chart of Accounts or how to create a completely new one for the new year. | v22, v21, Accounting, v20, v19 | View | version-22 version-21 accounting version-20 version-19 version module | document | |
Accounting: Meeting Reports (v20 & Newer) | In this video, learn about the Balance Sheet, Fund Activity Report, Treasurers Report, and how to send via email. Presented on 04/22/2020. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Donations: Online Giving (v21 & Newer) | In this video, learn about online giving options and how to integrate with Donations. Presented on 04/08/2020. | v22, Donations, v20, v19, v18, v17 | View | version-22 donations version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Using Parentheses (v20 & Newer) | In this video, learn how to use the parentheses for reporting. Presented on 05/04/2018. | Membership, v21, v20, v19, v18, v17 | View | membership version-21 version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Basic Reports (v20-21) | In this document, the Basic Report Option is in column format, which allows you to create a report that displays the information you need to see. The Basic Layout can be used for most reports. | Membership, v21, v20 | View | membership version-21 version-20 module version | document | |
Remote Access Information for Church Windows Desktop | In this document, even though Church Windows Web was specifically designed to allow staff members the ability to access Church Windows remotely, it is possible to access Church Windows Desktop from home or a different location when using a third-party remote login service. | Membership, v22, Donations, v21, Accounting, Payroll, System | View | membership version-22 donations version-21 accounting payroll system module version other | document | |
Donations: Other Enter Donations Information (v22 & Newer) | In this video, learn about Giving Distribution, Account Order, Add Giving Account, Add New Giver, and Prior System Donations. Presented on 03/12/2020. | v22, Donations, v21, v20, v19, v18, v17 | View | version-22 donations version-21 version-20 version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Mass Edit (v20 & Newer) | In this video, learn about Cautions, Entering Data, Changing Data and Undo options within Mass Edit. Presented on 03/05/2020. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer) | In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020. | v22, End-of-Year, v21, v20, Accounting, v19, v18, v17 | View | version-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other module | recorded-webinar | |
Membership: How to Setup a New Family (v22 & Newer) | In this document or video, learn how to Enter a New Family in People. Presented on 02/11/2020. | Membership, v22 | View | membership version-22 module version | recorded-webinar document | |
Membership: Year End Reports (v22 & Newer) | In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Accounting: End of Year Cleanup Ideas (v19 & Newer) | In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019. | v22, End-of-Year, v21, v20, Accounting, v19, v18, v17 | View | version-22 end-of-year version-21 version-20 accounting version-19 version-18 version-17 version other module | recorded-webinar | |
Accounting: Subtotals (v19 and Newer) | In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019. | v22, v21, v20, Accounting, v19, v18, v17 | View | version-22 version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Payroll: Setup FAQs | In this document, find standard setup situations for Pastoral and Lay Staff. | How Do I Start, Payroll | View | how-do-i-start payroll other module | document | |
Accounting: Collect Accounts Receivable (v19 & Newer) | In this video, learn about entering payments and printing statements. Presented on 10/08/2019. | v22, v21, Accounting | View | version-22 version-21 accounting version module | recorded-webinar | |
Accounting: Invoice Accounts Receivable Clients (v19 & Newer) | In this video, learn how to Invoice, Design, and Print. Presented on 10/03/2019. | v22, v21, Accounting | View | version-22 version-21 accounting version module | recorded-webinar | |
Donations: Giving to Stay with Surviving Spouse (v20 & Newer) | In this document, learn how to keep giving with the surviving spouse after their spouse passes away. | v23, v22, v21, Donations, v20, v19, v18, v17 | View | version-23 version-22 version-21 donations version-20 version-19 version-18 version-17 version module | document | |
Donations: Using Browse Donations Filters (v19 & Newer) | In this video, learn how to use the Filter, Group & Sort, Columns, Fonts Tabs and Print Donations. Presented on 09/04/2019. | v21, Donations, v20, v19, v18, v17 | View | version-21 donations version-20 version-19 version-18 version-17 version module | recorded-webinar | |
CW Web: VOS Setup Instructions using Citrix on Firefox | In this document, learn the setup steps for Church Windows Web users on VOS/Citrix Receiver who are using Mozilla Firefox as their browser. | CW Web | View | cw-web other | document | |
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Firefox | In this document, learn the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Mozilla Firefox as their browser. | CW Web | View | cw-web other | document | |
CW Web: VOS Citrix Receiver Permissions | In this document, learn how to overcome the Export Access Denied message. | System | View | system other | document | |
CW Web: Exporting Membership Data (RDI, Summit Hosting, & Kloud9) | In this document, learn the steps for exporting data and reports for local printing. | Membership, CW Web | View | membership cw-web module other | document | |
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Chrome | In this document, learn the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Chrome as their browser. | CW Web | View | cw-web other | document | |
Scheduler: Scheduler Options (v19 & Newer) | In this video, learn about the Categories, Duties, Equipment, Locations, Shaded Areas, and Options. Presented 08/07/2019 | Scheduler, v21, v20, v19, v18, v17 | View | scheduler version-21 version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Membership: People Screen (v20 & Newer) | In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019. | Membership, v21, How Do I Start, v20 | View | membership version-21 how-do-i-start version-20 module version other | recorded-webinar | |
Accounting: Payroll Journal Entry Transactions (v19 & Newer) | In this document or video, learn how to post Payroll without the Church Windows Payroll Module. Presented on 07/11/2019. | v22, v21, Accounting, v20, v19, v18, v17 | View | version-22 version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Donations: Donation Statement (v19 & Newer) | In this video, learn about receiving and setting up a Donation Statement. Giving/Pledging, Givers, Accounts, Sort & Options Tabs. Step 2 Screen. Presented on 07/08/2019. | End-of-Year, v21, Donations, v20, v19, v18, v17 | View | end-of-year version-21 donations version-20 version-19 version-18 version-17 other version module | recorded-webinar | |
Donations: Statement Designer (v19 & Newer) | In this video, learn how to customize a Donation Statement. Presented on 06/27/2019. | Donations, v21, v20, v19 | View | donations version-21 version-20 version-19 module version | recorded-webinar | |
Accounting: Bank Reconciliation (v19 & Newer) | In this document or video, learn the basic tips for Bank Reconciliations. Presented on 06/25/2019. | v21, Accounting, v20, v19, v18, v17 | View | version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
System: Version Upgrade Chart | In this document, view the Church Windows Version upgrade chart. Learn what versions can up upgraded directly to current. | How Do I Start, System | View | how-do-i-start system other | document | |
Donations: Enter Donations & Unposted Batches (v19 & Newer) | In this video, learn about Entering Donations, Batch Codes, Account Order, Working with the Batch, Edit an item in Batch, Delete an Entry, Print Batch Report, Post Batch and Unposted Batches. Presented on 06/11/2019. | Donations, v21, v20, v19, v18, v17 | View | donations version-21 version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: Reissue Lost Payroll Check (v19 & Newer) | In this document or video, learn how to handle a lost Payroll check in Accounting. Presented on 06/06/2019. | v21, Accounting, v20, v19 | View | version-21 accounting version-20 version-19 version module | recorded-webinar document | |
Membership: Sample Reports (v19 & Newer) | In this video, learn how to generate a No Giving/No Attendance Report. Presented on 06/04/2019. | Membership, v21, v20, v19, v18, v17 | View | membership version-21 version-20 version-19 version-18 version-17 module version | recorded-webinar | |
System: Workstation asking for a Network Username & Password after Windows 10 | In this document, learn what to do after the Server has been upgraded to Windows 10 and the workstation is now asking for Network Username and Password. | v21, v20, v19, System | View | version-21 version-20 version-19 system version other | document | |
Accounting: When Bank Reconciliation Does Not Reconcile | In this document, learn pointers to get the Difference To Reconcile to be $0. | v21, Accounting, v20 | View | version-21 accounting version-20 version module | document | |
Donations: Handling Duplicates (v21 & Older) | In this document or video, learn how to fix multiple entries for the same individual. Presented on 05/28/2019. | Membership, Donations, v21, v20, v19, v18, v17 | View | membership donations version-21 version-20 version-19 version-18 version-17 module version | document recorded-webinar | |
Donations & Accounting: Posting A Gift Of Stock (v19 and Newer) | In this document or video, learn how to handle stock donations in the Donations Module and how to transfer the gift into the Accounting Module. | Donations, v21, v20, Accounting, v19 | View | donations version-21 version-20 accounting version-19 module version | recorded-webinar document | |
Accounting: Fixed Assets (v19 & Newer) | In this document or video, learn how to setup fixed assets in Church Windows Accounting. | v21, v20, Accounting, v19, v18, v17 | View | version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar document | |
Accounting: First Bank Reconciliation (v19 & Newer) | In this document, learn the steps to complete the first Bank Reconciliation in Church Windows Accounting. | Accounting | View | accounting module | document | |
Accounting: First Bank Reconciliation after Conversion from Financial to Accounting | In this document, learn how to complete your first Bank Reconciliation in Accounting after converting from Financial. | v21, Accounting, v20, v19 | View | version-21 accounting version-20 version-19 version module | document | |
Accounting: How to Correct Check Numbers (v19 & Newer) | In this document, learn how to make a correction to a payment with the wrong check number. | v20, Accounting, v19, v18, v17 | View | version-20 accounting version-19 version-18 version-17 version module | document | |
Accounting: When a Person Loans Money to the Church (v19 & Newer) | In this document, learn how handle an individual loaning money to the church in the Accounting Module. | v21, Accounting, v20, v19, v18, v17 | View | version-21 accounting version-20 version-19 version-18 version-17 version module | document | |
Accounting: Journal Entry and Transfers (v19 & Newer) | In this document or video, learn how to use journal entries and transfers to make adjustments to account balances | v21, v20, Accounting, v19, v18, v17 | View | version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar document | |
Accounting: Reports List (v19 & Newer) | In this document, learn about the function and purpose to each of the reports in Church Windows Accounting. | v21, Accounting, v20, v19, v18, v17 | View | version-21 accounting version-20 version-19 version-18 version-17 version module | document | |
Payroll: Ohio City Taxes for Clergy | In this document, learn how the Ohio House Bill 5 (passed December 10, 2014) standardized many aspects of municipal taxation across the state of Ohio, but it also changed one provision relevant to us: Clergy wages are subject to withholding for city taxes beginning January 1, 2016. | Payroll | View | payroll module | document | |
Accounting: Loans or Mortgages (v19 & Newer) | In this video or document, learn the different ways to set up a Loan or Mortgage. Based on the free Support Center document, Loans or Mortgages. Presented on 04/02/2019. | v21, Accounting, v20, v19, v18, v17 | View | version-21 accounting version-20 version-19 version-18 version-17 version module | recorded-webinar document | |
Accounting: Investment Setup & Changes in Value (v19 & Newer) | In this document or video, learn how to make adjustments in Accounting when the value of church investments fluctuate. | v21, v20, Accounting, v19, v18, v17 | View | version-21 version-20 accounting version-19 version-18 version-17 version module | recorded-webinar document | |
Accounting: Grocery Scrip Setup (v19 & Newer) | In this document, learn how to setup grocery scrip fundraising. | v21, v20, Accounting, v19 | View | version-21 version-20 accounting version-19 version module | document | |
Membership: Family & Individual Photos (v20 & Newer) | In this video, learn how to attach photos to family and/or individual records. Presented on 04/04/2019. | Membership, v21, v20 | View | membership version-21 version-20 module version | recorded-webinar | |
Donations: Special Donation Gifts (v19 & Newer) | In this video, learn how to handle In Kind Gifts and Gifts of Stock. Presented on 04/03/2019. | Donations, v20, v19, v18, v17 | View | donations version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Microsoft Windows™ Update Causing Error (Desktop Versions 19 & Older) | In these documents, learn about the patch that Microsoft has issued that corrects the problem in the previous update causing catastrophic errors in older versions of Church Windows Desktop. If you are receiving an exception error message that references a Catastrophic Error, then the patches below will likely correct that problem for you. | System, v19, v18 | View | system version-19 version-18 other version | document | |
Accounting: Adding, Deleting, and Editing Accounts (v19 & Newer) | In this video, learn how to make changes to accounts within the Chart of Accounts. Presented on 03/06/2019. | v21, Accounting | View | version-21 accounting version module | recorded-webinar | |
Donations: Givers (v19 & Newer) | In this video, learn how to add membership individuals and donations givers. Presented on 2/27/2019. | Donations, v21 | View | donations version-21 module version | recorded-webinar | |
Membership: Exporting Data (v19 & Newer) | In this video, learn about exporting data criteria and field selections. Presented on 2/22/2019. | Membership, v21 | View | membership version-21 module version | recorded-webinar | |
Accounting: Sub Accounts and Sub Funds (v19 & Newer) | In this video, learn about comparing and adding Sub Accounts and Sub Funds. Presented on 2/20/2019 | v21, Accounting | View | version-21 accounting version module | recorded-webinar | |
Membership: Data Setup (v20 & Newer) | In this video, learn about the portal and special functions, settings and options for data entry. Presented on 10/9/2018. | Membership, v21 | View | membership version-21 module version | recorded-webinar | |
Donations: Report Options (v19 & Newer) | In this video, learn about the report options available to create reports that show the information you need to see. Presented on 10/17/2018. | v21, Donations | View | version-21 donations version module | recorded-webinar | |
Membership: Families (v20 & Newer) | In this video, learn about the family record and editing or deleting records. Presented on 9/17/2018. | Membership, v21 | View | membership version-21 module version | recorded-webinar | |
Accounting: Exporting Data (v19 & Newer) | In this video, learn how to export transactions, vendors, accounts receivable clients and the chart of accounts. Presented on 9/18/2018. | v21, Accounting | View | version-21 accounting version module | recorded-webinar | |
System: Access Denied after Microsoft Windows™ Updates (v17 & Newer) | In this document, learn that while using Church Windows Desktop, you can quickly and easily back up the data to your local computer or a thumb/flash drive. | v21, v20, v19, System, v18, v17 | View | version-21 version-20 version-19 system version-18 version-17 version other | document | |
System: Restore Accounting Only (v19 & Newer) | In this document, learn how Church Windows Desktop Users can quickly and easily restore Accounting data only to your local computer. | Accounting, System, v19, v18, v17 | View | accounting system version-19 version-18 version-17 module other version | document | |
Membership: Individual Record Buttons (v19 & Newer) | In this video, learn about the buttons for printing, mapping and copying. Presented on 8/29/2018. | Membership, v21 | View | membership version-21 module version | recorded-webinar | |
Membership: Individual Record Tabs (v20 & Newer) | In this video, learn about the groups/classes, addresses, comments, photo and other tabs on the individual record. Presented on 8/16/2018. | Membership, v22, v21, v20 | View | membership version-22 version-21 version-20 module version | recorded-webinar | |
Membership: Standard Directories (v20 & Newer) | In this video, learn how to create a directory with just a few clicks of the mouse. Presented 3/20/2018. | Membership, v20, v19, v18, v17 | View | membership version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Label Criteria Options (v20 & Newer) | In this video, learn how to select the criteria for your labels. From workbook M203, pages 2 – 5. Presented 2/14/2018. | Membership, v20 | View | membership version-20 module version | recorded-webinar | |
Donations & Accounting (v17 & Newer): Giving v Income Acct Differences | In this video, learn about the difference between a Donation giving account and an Accounting income account and how they relate. Presented 2/15/2018. | Donations, v20, Accounting, v19, v18, v17 | View | donations version-20 accounting version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: Posting other income (v17 & Newer) | In this video, learn about entering non-donations income. From workbook A103, pages 11 – 16. Presented 3/1/2018. | v20, Accounting, v19, v18, v17 | View | version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Printer, Label, Compass, etc. (v20 & Newer) | In this video, learn about the buttons for the printer, label, compass and copy. From workbook M101, pages 31 – 32. Presented 12/1/2017. | Membership, How Do I Start, v20 | View | membership how-do-i-start version-20 module other version | recorded-webinar | |
Payroll: Washington Sick Time Earned Based on Weeks/Hours Worked | In this document, learn that Washington workers earn 1 hour of Sick Time for every 40 hours worked. This document shows how to record it within Payroll. | Payroll | View | payroll module | document | |
Install: General Instructions | In these documents general steps are provided that need to be performed to install Church Windows. | v22, v21, v20, System | View | version-22 version-21 version-20 system version other | document | |
Accounting: Chart of Accounts Clean-Up (v17 & Newer) | In this video, learn how to add and delete accounts. From workbook A102, pages 15 – 22. Presented 12/15/2017. | v20, Accounting, v19, v18, v17 | View | version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Chart of Accounts Wizard (v17 & Newer) | In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and entering beginning balances. From workbook A101, pgs 4 – 23. Presented 9/26/2017. | Accounting, How Do I Start, v20, v19, v18, v17 | View | accounting how-do-i-start version-20 version-19 version-18 version-17 module other version | recorded-webinar | |
Membership: Church Windows v20 Preview | In this video, see some of the new features in the Membership and Visitors screens. Presented 05/24/2017. | Membership, v20 | View | membership version-20 module version | recorded-webinar | |
Scheduler: Report Features (v17 & Newer) | In this video, learn how to setup the reports. Presented 8/16/2017. | Scheduler, v20, v19, v18, v17 | View | scheduler version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Scheduler: Setup (v17 & Newer) | In this video, learn how to setup the Scheduler module and link it to the Membership module. Presented 8/11/2017. | Scheduler, v20, v19, v18, v17 | View | scheduler version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: Advanced Manage Years (v19 & Newer) | In this video, learn how to close a year, change to a fiscal or calendar year and delete unused accounts. From workbook A202, pgs 41 – 47. Presented 8/31/2017. | End-of-Year, v20, Accounting, v19, v18, v17 | View | end-of-year version-20 accounting version-19 version-18 version-17 other version module | recorded-webinar | |
Accounting: Fund Accounting Defined (v17 & Newer) | In this video, learn what makes fund accounting unique from personal or business accounting. From workbook A101, pgs. 2 – 4. Presented 9/7/2017. | Accounting, v20, v19, v18, v17 | View | accounting version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Scheduler: Reports (v17 & Newer) | In this video, learn about the options to generate reports about your scheduled events. Presented 6/23/2017. | Scheduler, v20, v19, v18, v17 | View | scheduler version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Membership: KidCheck (v19 & Newer) | In this video, learn how Church Windows shares information with KidCheck. Presented on 8/30/2016. | Membership, v20, v19 | View | membership version-20 version-19 module version | recorded-webinar | |
Accounting: Internal Office Reports (v17 & Newer) | In this video, learn how to use the best reports to help you, including the General Ledger and Transactions Journal. From workbook A201, pages 26-27. Presented on 3/16/2018. | Accounting, v20, v19, v18, v17 | View | accounting version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: Chart of Accounts (v17 and Newer) | In this video, learn how to use the flexibility of the chart of accounts to achieve your financial reporting goals. Presented 6/6/2017. | v20, Accounting, v19, v18, v17 | View | version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Accounting: Exporting Accounting Data (v17 and Newer) | In this video, learn how to export the chart of accounts, vendors, accounts/receivable clients, transactions. Presented 3/16/2017. | Accounting, v20, v19, v18, v17 | View | accounting version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Saved Selections & Custom Reports Prior to Updating from v16 or Older (v17 & Newer) | In this document, learn that when coming from older Church Windows versions (16 & Older), Saved Selections and Custom Reports | v23, Membership, v22, v21, v20, v19, System, v18, v17 | View | version-23 membership version-22 version-21 version-20 version-19 system version-18 version-17 version module other | document | |
Accounting: Internal Office Reports (v17 & Newer) | In this video, learn how to generate the check register, cash activity and other helpful reports for the bookkeeper. Presented 11/14/2016. | v20, Accounting, v19, v18, v17 | View | version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Find Grid (v17 – v19) | In this video, learn about the capabilities within the find grid for data entry and reporting. Presented 11/9/2016. | Membership, v19, v18, v17 | View | membership version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Transfer Families and Individuals (v17-v19) | In this video, learn how to transfer families and individuals. Presented on 10/03/2016. | Membership, v19, v18, v17 | View | membership version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Exporting Directory (v17 – v19) | In this video, learn how create a directory and then export it. Presented on 9/20/2016. | Membership, v20, v19, v18, v17 | View | membership version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Church Windows and KidCheck: Child Safety (v19 & Newer) | In this video, a child safety webinar is presented in conjunction with our partners from KidCheck, Alex Smith and Angela Lewton. | Membership, v20, v19 | View | membership version-20 version-19 module version | recorded-webinar | |
Membership: Terminating and Deleting People (v17-v19) | In this video, learn the process for terminating or deleting people from your database. Presented on 8/23/2016. | Membership, v19, v18, v17 | View | membership version-19 version-18 version-17 module version | recorded-webinar | |
Accounting: Chart of Accounts Corrections and Deletions (v17 & Newer) | In this video, learn how to clean up your chart of accounts, including inactive status. Presented 7/13/2016. | v20, Accounting, v19, v18, v17 | View | version-20 accounting version-19 version-18 version-17 version module | recorded-webinar | |
Membership: Assigning People to Groups & Classes (v17-v19) | In this video, learn how to assign persons to groups, classes/skills, interests. Use find and its assign button. Labels from grid and labels for a group. Presented 5/5/2017. | Membership, How Do I Start, v19, v18, v17 | View | membership how-do-i-start version-19 version-18 version-17 module other version | recorded-webinar | |
Membership: Skills/Interests Setup and Assignment (v17-v19) | In this video, learn how to setup skills & interests, enter the codes and descriptions, levels and comments. Presented 5/16/2017. | Membership, v19, v18, v17 | View | membership version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Adding Families and People (v17-v19) | In this video, Church Windows “How do I Start”, you’ll see how to add new families and people to your Church Windows database. Presented on 6/10/2016. | Membership, How Do I Start, v19, v18, v17 | View | membership how-do-i-start version-19 version-18 version-17 module other version | recorded-webinar | |
Membership: Setting up Groups & Classes (v17-v19) | In this video, learn how to design your list of groups & classes and enter them in to Church Windows in a logical manner for ease of reporting. Presented 5/4/2017. | Membership, How Do I Start, v19, v18, v17 | View | membership how-do-i-start version-19 version-18 version-17 module other version | recorded-webinar | |
All Modules: Exporting to Excel (v17 & Newer) | In this video, we will demonstrate how to easily export your Church Windows data and reports to Excel. Presented on 5/24/2016. | Membership, Donations, Accounting, v20, v19, v18, v17 | View | membership donations accounting version-20 version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Mass Edit (v17-v19) | In this video, learn how to edit data on many records at one time. Presented 2/28/2017. | Membership, v19, v18, v17 | View | membership version-19 version-18 version-17 module version | recorded-webinar | |
Membership: Database Design (v17-v19) | In this video, we cover adding and arranging Church Windows Membership fields, plus controlling list fields. This was presented on 4/6/2016. | Membership, v19, v18, v17 | View | membership version-19 version-18 version-17 module version | recorded-webinar | |
System: Portals Screen (v17 & Newer) | In this video, we review the areas of the main home screen of Church Windows, also known as the portals screen. | v20, System, v19, v18, v17 | View | version-20 system version-19 version-18 version-17 version other | recorded-webinar | |
Accounting: Fund Accounting Basics (v19 & Newer) | In this video, we overview the basics and nuances of fund accounting. | Accounting, v19, v18, v17 | View | accounting version-19 version-18 version-17 module version | recorded-webinar | |
System: Restarting SQL Server on Windows© 10 (v17 & Newer) | In this document, you will learn that sometimes after a batch of Microsoft Windows updates, Church Windows will not open and you will get an error that reads “Object reference not set to an instance of an object”. This indicates that the SQL server for Church Windows was stopped and did not restart. | v20, System, v19, v18, v17 | View | version-20 system version-19 version-18 version-17 version other | document | |
System: Windows® 10 Firewall Instructions (v19-22) | In these documents, you will learn how to allow different versions of Church Windows to run as an exception through the Windows® 10 Firewall. | System | View | system other | document | |
Accounting: Exporting Accounting Reports (v19 and Newer) | In this video, learn how to export reports in Accounting for Church Windows. | Accounting, v20, v19, v18, v17 | View | accounting version-20 version-19 version-18 version-17 module version | recorded-webinar | |
System: Open File Security Warning | In this document, see how to set your Internet Explorer browser options to avoid the Open File Security Warning. | System | View | system other | document | |
System: Uninstall & Reinstall SQL 2008 R2 on Windows® 7 | In this document , you will learn the steps for uninstalling and reinstalling SQL. | System | View | system other | document | |
System: Safelist Email Programs or Security Software | This document walks through setting up a Windows® 8 workstation for use with Church Windows. | v23, v22, v21, v20, System, v19, v18, v17 | View | version-23 version-22 version-21 version-20 system version-19 version-18 version-17 version other | ||
System: Network Server & Workstation Setup (v19 & Newer) | In these documents we walk you through setting up servers and workstations in various Microsoft Windows Operating Systems for use with Church Windows. | v22, v21, v20, v19, System, v18, v17 | View | version-22 version-21 version-20 version-19 system version-18 version-17 version other | document | |
Accounting: Chart of Accounts Revision (v19 and Newer) | In this video, we walk through of steps and best practices for reworking/revising the financial chart of accounts in Church Windows Accounting. | Accounting, v19, v18, v17 | View | accounting version-19 version-18 version-17 module version | recorded-webinar | |
CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Internet Explorer | In this document, we walk through the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Internet Explorer as their browser. | CW Web | View | cw-web other | document | |
System: MAC® Exporting from Church Windows WEB | In this document, you learn the steps for exporting data from Church Windows Web from a MAC computer. | System | View | system other | document | |
Accounting: Sample Chart of Accounts | In this document, learn to setup a new Chart of Accounts or revamp your current one. | Accounting, How Do I Start | View | accounting how-do-i-start module other | document | |
Accounting: Manually-Computed Payroll (v17 & Newer) | In this document, learn how to manually compute payroll checks from Accounting. | Accounting | View | accounting module | document |