DONATIONS: Reports, Lists, and Labels
Tue, Dec 4, 2pm ET
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Giver Number Labels, Balances, Report Options

Donations Workbook D106 – pg 26 – 40
(Optional Purchase)

MEMBERSHIP: Printing Labels – Selecting People
Wed, Dec 5, 12pm ET
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Choosing those for whom you want Labels: Giving/Pledging, Accounts Sort and Options Tabs

Membership Workbook M203 – pg 2 – 5
(Optional Purchase)

ACCOUNTING: Fund Accounting Defined
Thu, Dec 6, 1pm ET
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Components of a Fund and comparing Funds to Assets

Accounting Workbook A101 – pg 2 – 4
(Optional Purchase)

ACCOUNTING: Chart of Accounts Wizard
Fri, Dec 7, 11am ET
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Initial entry of your Chart of Accounts

Accounting Workbook A101 – pg 4 – 23
(Optional Purchase)

MEMBERSHIP: Standard Directory
Mon, Dec 10, 12pm ET
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Easy and quick Default Templates

Membership Workbook M204 – pg 23 – 25
(Optional Purchase)

DONATIONS: Browse Donations Transactions
Thu, Dec 13, 1pm ET
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Find Errors and Correct

Donations Workbook D104 – pg 15 – 20
(Optional Purchase)

ACCOUNTING: Advanced Manage Years
Fri, Dec 14, 11am ET
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Close, Delete unused Accounts and Years

Accounting Workbook A202 – pg 41 – 47
(Optional Purchase)

MEMBERSHIP: Label Layouts
Tue, Dec 18, 11am ET
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What names appear on labels

Membership Workbook M203 – pg 6 – 10
(Optional Purchase)

ACCOUNTING: End-of-Year and New Year Prep & Help
Wed, Dec 19, 1pm ET
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Steps to open a New Year

Based on the free Support Center document at the New Year Prep & Help website page:
Accounting New Year Prep Steps

DONATIONS: End-of-Year and New Year Prep & Help
Thu, Dec 20, 2pm ET
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Steps to open a New Year

Based on the free Support Center document at the New Year Prep & Help website page:
Donations New Year Prep Steps

PAYROLL: Payroll End-of-Year
Fri, Dec 28, 2pm ET
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End-of-Year and W-2s

Based on the free Support Center document at the New Year Prep & Help website page:
Payroll EOY Steps

DONATIONS: Donations Statements
Fri, Jan 4, 11:30am ET
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Producing Year-End Tax Statements

Donations Workbook D106 – pg 2 – 17
(Optional Purchase)