January 24, 2023
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.
February 7, 2023
In this video, learn how to setup direct deposit and create a file to pay employee’s electronically. Presented 02/07/2023.
February 21, 2023
In this video, learn how to setup and utilize Custom Account Groups within reports. Presented on 02/21/2023.
March 15, 2023
In this video, learn how to run List Account Balances, List Giver #s, Report Options, and Labels. Presented on 03/15/2023.
March 16, 2023
In this video, learn about Paying a Single Vendor, but Printing Two Separate Checks. Presented on 03/16/2023.
March 28, 2023
In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout. Presented on 03/28/2023.
April 20, 2023
In this video or Help Files, learn how to edit the designer to fit checks properly. Presented on 04/20/2023.
April 26, 2023
In this video, learn about Adjust Asset, NSF, Stock Valuation Changes and Void Outstanding Check. Presented on 04/26/2023.
May 25, 2023
In this document or video, learn how Project Helper can help if your church is disaffiliating from the UMC. Presented on 05/25/2023.
May 30, 2023
In this video, learn about select Payroll reports and general reporting conventions. Presented on 05/30/2023.
June 12, 2023
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.
June 13, 2023
In this video, learn about Payroll Benefits Payment that is Part Employer and Part Employee Paid. Presented on 06/13/2023.