PAYROLL: Linking Payroll with Accounting
Wed, May 30, 1pm ET
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Using the account number setup so that the 2 modules talk with each other

Payroll Workbook P101 – pg 2 – 11, 21 – 23
(Optional Purchase)

MEMBERSHIP: Inactive/Terminated People
Wed, Jun 6, 1pm ET
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Use of Inactive, persons leaving the church, Terminations vs Status

Membership Workbook M101 – pgs 27 – 28, M102 – pgs 7 – 8
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MEMBERSHIP: Find Individuals or Many People
Wed, Jun 13, 2pm ET
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Using Person Lookup and Find

Membership Workbook M102 – pgs 9 – 13
(Optional Purchase)

MEMBERSHIP: Transfers
Mon, Jun 18, 2pm ET
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Transferring people to new or existing households

Membership Workbook M101 – pgs 32 – 34
(Optional Purchase)

ACCOUNTING: Petty Cash
Tue, Jun 19, 12pm ET
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How to set up and use petty cash

Based on the free Support Center document
Accounting: Petty Cash

PAYROLL: Reprint or Renumber Check
Wed, Jun 20, 2pm ET
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How to correct printed checks

Payroll Workbook P101 – pgs 36 – 41
(Optional Purchase)

DONATIONS: Mid-Year Donation Statements
Thu, Jun 21, 2pm ET
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How to easily send out mid-year statements

Donations Workbook D106 – pg 2 – 16
(Optional Purchase)

ACCOUNTING: Credit Card Transactions
Mon, Jun 25, 3pm ET
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Dividing bill and payment for credit card purchases

Based on the free Support Center document
Accounting: Tracking Credit Card Purchases

DONATIONS: Vanco Payment Solutions Import
Tue, Jun 26, 2pm ET
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Dividing bill and payment for credit card purchases

MEMBERSHIP: Categories vs Members & Visitors
Wed, Jun 27, 1pm ET
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How to set up and utilize categories including color-coding

Membership Workbook M102 – pg 12 – 13
(Optional Purchase)