Support Center

Type a Search Term and Search within a Category to the right, or click a Category below to find the desired topic.

May 23, 2019

Payroll: Calculate Bonus Payment

In this document or video, learn how to produce a bonus check.  Presented on 05/23/2017.
May 22, 2019

Scheduler: Using Scheduler (v19 & Newer)

In this video, learn how to open and create a new event, set re-occurrences, setup conflict and set conflict colors.  Presented on 05/22/2019.
May 16, 2019

Membership: Standard Reports (v20 & Newer)

In this video, learn how to run the Standard Membership Reports; Birth Date, Anniversary, Groups/Classes and Skills/Interests Reports. Presented on 05/16/2019.
May 16, 2019

Membership: How to Setup a New Family (v20 & Newer)

In this document, learn how to create a new family in Membership.
May 16, 2019

Payroll: Handling Entry of Partial Hours

In this document, learn what to do when hourly pay is calculated, partial hours are often submitted. We recommend using the following increments to enter partial hours.
May 15, 2019

Accounting: Capitalizing an Asset (v19 & Newer)

In this document or video, learn how to post a direct purchase of an Asset.
May 7, 2019

Donations: Special Donation Situations (v19 & Newer)

In this video, learn about Donation transfers, how to Inactive/Terminate a Giver, a Gift from an Estate and how to a Change Giver #. Presented on 05/07/2019.
April 30, 2019

Accounting: Changing Banks using the Donations Module (v19 & Newer)

In this document or video, learn what steps to follow when the church decides to change banks. Presented on 04/30/2019.
April 24, 2019

Payroll: Reissue Lost Payroll Check

In this document, learn what to do when someone needs reissued a lost payroll check.
April 24, 2019

CW Web: Creating a Backup (Using Citrix or RDWeb/RDP)

Using Church Windows Web you can quickly and easily back up the data to your local computer or a thumb/flash drive in much the same way you did in the desktop version.
April 24, 2019

System: Email Setup (v19 & Newer)

In this video, learn how to setup Church Windows to email directly from Membership and Donations.  Presented on 04/24/2019.
April 24, 2019

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.
April 24, 2019

Payroll: 2019 State Taxes Special Situations

These documents will help handling states who have special tax or payroll situations for Church Windows Payroll 2019.
April 24, 2019

Accounting: Outstanding Bills Still Listed (v19 & Newer)

In this document, learn about Outstanding Bills and how to clear them from under Quick Pay/View Outstanding Bills.
April 24, 2019

Accounting: Fund Types (v19 & Newer)

In this document, learn when and how to create different funds.
April 24, 2019

Accounting: Fund Theory (v19 & Newer)

In this document, learn what Fund Accounting means.
April 24, 2019

Accounting: Fixed Assets (v19 & Newer)

In this document or video, learn how to setup fixed assets in Church Windows Accounting.
April 24, 2019

Accounting: First Bank Reconciliation (v19 & Newer)

In this document, learn the steps to complete the first Bank Reconciliation in Church Windows Accounting.
April 24, 2019

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.
April 24, 2019

Accounting: Converting From or To a Calendar Year (v19 & Newer)

In this document, learn how to switch from a calendar year to a fiscal year, or vice versa.
April 24, 2019

Accounting: Individual Loan Repaid by Payroll Deduction (v19 & Newer)

In this document, learn what to do when the Church loans money to an Individual and a Payroll deduction is used to repay the Church.
April 24, 2019

Accounting: Suggested Audit Procedures (v19 & Newer)

In this document or video, learn different steps to review in preparation for an audit. 
April 24, 2019

Accounting: Voiding Checks (v19 & Newer)

In this document or video, learn how to void a damaged check or one written in error.
April 23, 2019

Accounting: A Report showing Bills & Payments in a Month (v19 & Newer)

In this document or video, learn how to report on Bills and Payments for a particular month.
April 23, 2019

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.
April 23, 2019

Accounting: Credit Card Purchases (v19 & Newer)

In this document or video, learn how to track Credit Card purchases in Church Windows Accounting.
April 23, 2019

Accounting: Reports List (v19 & Newer)

In this document, learn about the function and purpose to each of the reports in Church Windows Accounting.
April 23, 2019

Accounting: Payroll Journal Entry (v19 & Newer)

In this document, learn how to complete a Payroll Journal Entry in the Accounting Module.  This process is for customers who do not use Church Windows Payroll.
April 23, 2019

Payroll: Ohio City Taxes for Clergy

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.
April 23, 2019

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.
April 17, 2019

Accounting: Loan Given to an Individual by the Church (v19 & Newer)

In this document, learn how to setup a loan given to an individual from the church.
April 17, 2019

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.
April 17, 2019

Acct, Dona, & Payroll: Withhold Giving through Payroll (v19 & Newer)

In this document, learn how to withhold donations to the church through Payroll using Accounting.
April 17, 2019

Acct, Contr, & Payroll: Withhold Giving through Payroll (v16 & Older)

In this document, learn how to withhold contributions to the church through Payroll using Accounting.
April 17, 2019

Accounting: Grocery Scrip Setup (v19 & Newer)

In this document, learn how to setup grocery scrip fundraising.
April 16, 2019

Accounting: Issue Payment for Payroll Taxes (v19 & Newer)

In this document, learn how to issue checks for Payroll taxes due and other withholding.
April 11, 2019

Donations: Posted Batches (v19 & Newer)

In this video, learn how to view and print Posted Batches. Correct or reverse a batch after posting. Refresh and reactivate a batch for re-posting. Presented on 04/11/2019.
April 10, 2019

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.
April 9, 2019

Membership: Transferring Individuals (v21 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. Transfer Membership individuals to Donations. Presented on 04/09/2019.
April 4, 2019

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.
April 3, 2019

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.
April 1, 2019

Membership: Children’s Directory (v19 & later)

In this video, learn how to setup a children's directory showing the parent's information.  Presented on 03/29/2019.
March 27, 2019

Microsoft Windows™ Update Causing Error (Desktop Versions 19 & Older)

Microsoft has issued a patch 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.
March 27, 2019

Accounting: Paying One Vendor with Two Checks (v19 & Newer)

In this video, learn how to pay one vendor, with two checks at the same time. Presented on 03/27/2019.
March 14, 2019

Donations: Compare & Analyze Reports (v19 & Newer)

In this video, learn about the Pledge/Giving Analysis. Campaign Comparison. Giving Comparison. Step Report. Statistical Report. Presented on 03/14/2019.
March 12, 2019

Membership: Editing, Deleting or Copying Attendance (v19 & Newer)

In this video, learn to change information for an entry. Edit event/class/date. Delete and copy attendance. Reports/Labels/Email. Transfer attendance. Presented on 03/12/2019.
March 7, 2019

Membership: Using the Find Grid (v20 & Newer)

In this video, learn how to use Person Lookup, Find, Finding on a code, Find Inactive people, Find on a Criteria and Find on a range combined with other information. Save a Find. Re-use or delete a Saved Finds.  Presented on 03/07/2019.
March 6, 2019

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.
March 1, 2019

Donations: Givers (v19 & Newer)

In this video, learn how to add membership individuals and donations givers. Presented on 2/27/2019.
March 1, 2019

Membership: Visits (V19 & Newer)

In this video, learn how to setup, record, edit, delete and create reports from the Visits section.  Presented on 2/26/2019.
March 1, 2019

Payroll: Tax Forms

In this video, learn about the tax forms in Payroll and how to generate them. Presented on 2/25/2019.
March 1, 2019

Membership: Exporting Data (v19 & Newer)

In this video, learn about exporting data criteria and field selections. Presented on 2/22/2019.
March 1, 2019

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
March 1, 2019

Accounting: Audit Preparation (v19 & Newer)

In this document or video, learn about areas you may want to review to prepare for an audit. Presented on 2/14/2019.
March 1, 2019

Donations: Donation Reports (v19 & Newer)

In this video, learn to create and modify the Donations Log Report, Giving Summary and Deposit Slip. Presented on 2/21/2019.
November 16, 2018

Donations: New Year Setup (v19 & Newer)

In this video, learn how to prepare for the new year with reassigning Giver #s and entering new pledge campaigns.  Presented on 11/14/2018.
November 14, 2018

Donations: Auto Assign Giver Numbers (19 & Newer)

In this video, learn how to quickly assign next years Giver #s. Presented on 11/8/2018.
November 6, 2018

Membership: Creating Labels (v19 & Newer)

In this document, learn how to create labels for postal mailings.
November 6, 2018

Membership: Adding Cell & Email to Directory (v19 & Newer)

In this document, learn how to add Cell Phone Numbers and Email Addresses to the Membership Directory.
November 6, 2018

Membership & Donations: Transfer People Between Modules (v21 & Newer)

In the document, learn how to transfer people between the Membership and Donations Modules. 
November 2, 2018

Membership: Attendance Reporting Additions (v19 & Newer)

In this video, learn about using the attendance worksheet, summaries by person, events or classes reports and options. Presented on 10/31/2018.
November 2, 2018

Membership: Skills and Interests Setup (v19 & Newer)

In this video, learn about setting up the Skills and Interests, also known as Time and Talents. Presented on 10/30/2018.
November 2, 2018

Payroll: Payroll Reports

In this video, learn about the payroll reports, including deductions and earnings. Presented on 10/29/2018.
November 2, 2018

Donations: Browse (v19 & Newer)

In this video, learn about the browse features to filter, find, print and other options. Presented on 11/1/2018.
October 26, 2018

Accounting: Donations Income (v19 & Newer)

In this video, learn about linking and transferring donations to accounting. Presented on 10/24/2018.
October 19, 2018

Accounting: Enter Bill & Pay Bill (v19 & Newer)

In this video, learn about entering bills and paying bills. Presented on 10/16/2018.
October 19, 2018

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.
October 19, 2018

Membership: Attendance Entry Features (v19 & Newer)

In this video, learn about the attendance entry features to relabeling fields, tracking communion and adding comments. Presented on 10/5/2018.
October 19, 2018

Accounting: Liability Payments (v19 & Newer)

In this video, learn how to make payments to pass-through accounts, 941 and other payables. Presented on 10/4/2018.
October 19, 2018

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.
October 4, 2018

Donations: Entry Slowdown after Updating to v21.18.1

Using Church Windows Desktop, you can quickly and easily back up the data to your local computer or a thumb/flash drive.
September 18, 2018

Membership: Families (v20 & Newer)

In this video, learn about the family record and editing or deleting records. Presented on 9/17/2018.
September 18, 2018

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.
September 18, 2018

Membership: Mass Edit (v20 & Newer)

In this video, learn how to use this powerful tool to enter or edit data on multiple records with a few clicks of the mouse. Presented on 9/12/2018.
September 18, 2018

Membership: Advancing School Grades & Groups/Classes (v19 & Newer)

In this video, learn how to advance school grades and groups and classes. Presented on 9/7/2018.
September 18, 2018

Accounting: Accounts Receivable Income (v19 & Newer)

In this video, learn how to enter collections and create statements for your accounts receivable clients.  Presented on 9/11/2018.
September 4, 2018

System: Access Denied after Microsoft Windows™ Updates (v17 & Newer)

Using Church Windows Desktop, you can quickly and easily back up the data to your local computer or a thumb/flash drive.
September 4, 2018

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.
August 31, 2018

Membership: Individual Record Buttons (v19 & Newer)

In this video, learn about the buttons for printing, mapping and copying. Presented on 8/29/2018.
August 31, 2018

Membership: Setting up Groups & Classes (v19 & Newer)

In this video, learn how to set up and organize groups/classes. Presented on 8/30/2018.
August 31, 2018

Accounting: Dashboard Preview (v21 & Newer)

In this video learn about the new dashboard feature to create pie and bar graphs from the accounting data. Presented on 9/25/2018.
August 24, 2018

Donations: Statement Designer (v19 & Newer)

In this video, learn how to customize Donations Statements. Presented on 8/23/2018.
August 24, 2018

Donations: Dashboard Preview (v21 & Newer)

In this video, learn about the new dashboard feature to create pie, bar and other graphs from the Donations data. Presented on 8/22/2018.
August 17, 2018

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.
August 17, 2018

Membership: Dashboard Preview (v21 & Newer)

In this video, learn about the new dashboard feature to create pie and bar graphs from the Membership data. Presented on 8/15/2018.
August 10, 2018

Payroll: Voiding Payroll

In this video, learn how to void, correct, and reactivate payroll transactions. Presented on 7/30/2018.
August 8, 2018

Church Windows: Contributions to Donations Conversion Movie

Contributions to Donations Conversion Movie visually walks through the steps in converting from the old Contributions module to Donations.
August 8, 2018

Church Windows: Financial to Accounting Conversion Movie

Financial to Accounting Conversion Movie visually walks through the steps in converting from the old Financial module to Accounting.
July 27, 2018

Membership: Send Emails (v19 & Newer)

In this video, learn how to setup email and send to groups or individuals and view sent emails. Presented on 7/26/2018.
July 27, 2018

Membership: Working with the Grid (v20 & Newer)

In this video, learn how to work with the grid and toggle between the grid and records and other helpful features to allow you to use the grid to view, edit and create reports. Presented on 7/24/2018.
July 27, 2018

Accounting: Recurring Transactions (v19 & Newer)

In this video, learn how to setup and use the recurring transactions feature. Presented on 7/25/2018.
July 20, 2018

Donations: Manage Givers (v20 & Newer)

In this video, learn about the features to assign envelope numbers, gives with family and other available options. Presented on 7/20/2018.
July 13, 2018

Accounting: Custom Account Groups (v19 & Newer)

In this video, learn how to setup and use the Custom Account Groups for your reporting. Presented on 7/12/2018.
July 13, 2018

Membership: Family Section Fields and Tabs (v20 & Newer)

In this video, learn about the new features in the family record section fields and tabs. Presented on 7/11/2018.
July 2, 2018

Membership: Photo and Custom Directory (v20 & Newer)

In this video, learn how to create a directory with your own fields and a photo. Presented 3/22/2018.
June 29, 2018

Donations: Vanco Import (v20 & Newer)

In this video, a joint presentation with Vanco, learn how to use the new import feature from Vanco into Donations to easily import online giving. Presented on 6/26/18.
June 29, 2018

Membership: Member and Visitors Category (v20 & Newer)

In this video, learn about the changes to categories, set-up and utilizing the color-coding. Presented on 6/27/18.
June 21, 2018

Membership: Using the Search Features (v20 or Newer)

In this video, learn how to use the person lookup and find features in the Membership module. Presented on 6/13/18.
June 21, 2018

Membership: People Leaving Church – Termination vs Status Code (v20 & Newer)

In this video learn how to use the Inactive for persons leaving the church and the distinction between termination and status. Presented on 6/6/18.
June 5, 2018

Membership: Exporting Data (v19 & Newer)

In this video, learn about selecting and saving the criteria for reporting and exporting the desired data fields. Presented on 10/25/2017.
May 25, 2018

Donations: Duplicates (v17 & Newer)

In this video learn how to resolve multiple entries or person with donations. From the document on our website. Presented on 4/26/2018.
April 20, 2018

Membership: Directory Templates (v20 & Newer)

In this video, learn how to use the new templates for directories and additional fields like email and cell phone. Presented 3/21/2018.
April 13, 2018

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.
April 13, 2018

Membership: Find Grid (v20 & Newer)

In this video, learn how to toggle between grid and record, tagging records, display fields, set column order and sort by field. Presented 11/21/2017.
April 13, 2018

Donations: Lists & Labels Reports (v17 & Newer)

In this video, learn how to create donations reports for account balance, list giver numbers and labels. From workbook D106, pages 27 - 33. Presented 4/13/2018.
March 26, 2018

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.
March 26, 2018

Membership: Individuals (v20 & Newer)

In this video, learn about the capabilities of the Individual records. Presented 3/13/2018.
March 26, 2018

Membership: Families (v20 & Newer)

In this video, learn about the capabilities of the family records. Presented 3/12/2018.
March 26, 2018

Payroll: Setup Employees and Independent Contractors

In this video, learn how to enter employees and independent contractors in to the Payroll program. Presented 3/9/2018.
March 25, 2018

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.
March 25, 2018

Donations: Typical Committee Reports (v17 & Newer)

In this video, learn about the Donations log report, giving summary and deposit slip. Presented 3/6/2018.
March 23, 2018

Donations: Adding New Givers (v17-v19)

In this video, learn about adding individuals, families and groups. From workbook D101, pgs 5 - 10. Presented 10/24/2017.
March 22, 2018

Accounting: Bank Reconciliation (v17 & Newer)

In this video, learn how to make reconciling your checking account easy. From workbook A203, pages 12 - 22. Presented 2/22/2018.
March 21, 2018

Membership: Creating a Label Layout (v17 & Newer)

In this video, learn how to create or modify label templates. From workbook M203, pages 6 - 10. Presented 2/21/2018.
March 6, 2018

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.
February 20, 2018

CW Web: Exporting Membership Data (Summit Hosting)

For Church Windows Web users, this document outlines the steps for exporting data and reports for local printing.
February 20, 2018

CW Web: Exporting Accounting Data (RDWeb/RDP, Summit Hosting, Citrix)

For Church Windows Web users, this document outlines the steps for exporting data and reports for local printing.
February 20, 2018

CW Web: Exporting Donations Data (RDWeb/RDP, Summit Hosting, Citrix)

For Church Windows Web users, this document outlines the steps for exporting data and reports for local printing.
February 7, 2018

CW Web: Exporting the Directory (Citrix, Summit Hosting, & RDWeb)

For Church Windows Web users, this document outlines the steps for exporting data and reports for local printing.
January 26, 2018

Help Files: Version 20.17.0 Getting Started Help Files

Help files for version 20.17.0
January 17, 2018

Payroll: SSA E-Filing Statement

Starting in Payroll 2018 SR1 you will find expanded free electronic filing capabilities for State returns. Federal Social Security Administration (SSA) file generation has been in-cluded in Payroll for a long time, but various State files have now been modified so that the same SSA file can be submitted to the State.
December 22, 2017

Payroll: Reprint Checks, Stubs and Numbering

In this video, learn how to reprint check stubs and renumber checks. From P101 workbook, pgs. 24, 36-41. Presented 8/22/2017.
December 22, 2017

Payroll: Payroll end of year and W2’s

In this video, learn how install the payroll update, produce the W2's and running the end of year. Presented 12/21/2017.
December 22, 2017

Payroll: Calculate Adjustments

In this video, learn about posting accrued vacation/sick leave or adjustment for housing allowance. From workbook P102, pgs 11 - 16. Presented 10/26/2017.
December 22, 2017

Donations: Year-end Giving Statement (v17 & Newer)

In this video, learn how to set up and produce year-end-statements. From workbook D106, pages 2 - 17. Presented 12/19/2017.
December 18, 2017

Donations: CW to Vanco Interface (v17 & Newer)

In this video, learn about Give+ powered by Vanco works seamlessly with Church Windows Donations module. Presented 11/9/2017.
December 18, 2017

Membership: Mass Edit (v20 & Newer)

In this video, learn how to use mass edit to change many records with only a few clicks. From workbook M102, pages 20 - 25. Presented 11/29/2017.
December 18, 2017

Donations: Vanco Presentation (v17 & Newer)

In this special presentation video, learn about e-giving options powered by Vanco. Presented 11/8/2017.
December 18, 2017

Membership: People leaving church, cleanup tips (v20 and Newer)

In this video, learn what to do when a family leaves the church. From workbook M102, pages 7 - 8. Presented 12/5/2017.
December 18, 2017

Membership: Customizing Fields. (v20 & Newer)

In this video, learn about adding new fields and terminating persons. From workbook M102, pages 2 - 9. Presented 11/14/2017.
December 18, 2017

Membership: Transfer Families and Individuals (v20 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. From workbook M101, pages 32 - 34. Presented 12/6/2017.
December 18, 2017

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.
December 18, 2017

Membership: Tabs, Options and Transfer (v20 & Newer)

In this video, learn about the tabs for groups, classes and comments. Also covered is transferring. From workbook M101, pages 30 - 34. Presented 11/7/2017.
December 18, 2017

Membership: Adding Individuals (v20 & Newer)

In this video, learn about the individual fields and options. From workbook M101, pages 22 - 30. Presented 11/6/2017.
December 18, 2017

Membership: Adding Families (v20 & Newer)

In this video, learn about the blank data entry form and field choices in data entry. From workbook M101, pages 9 - 21. Presented 11/2/2017.
December 18, 2017

Accounting: New Year Setup (v17 & Newer)

In this video, learn how to prepare for the new year for opening the new accounting year, updating budget amounts and updating beginning balances. From NYPAH Doc. Presented 11/15/2018.
December 18, 2017

Payroll: Washington Sick Time Earned Based on Weeks/Hours Worked

Washington workers earn 1 hour of Sick Time for every 40 hours worked.  This document shows how to record it within Payroll.
December 18, 2017

Membership: Edit Attendance (v19 & Newer)

In this video, learn how to edit, copy and delete attendance data. From workbook M202, pages 12 - 16. Presented 12/11/2017.
December 18, 2017

Payroll: New York Disability Benefit Law Paid Family Leave Law

Employers that are subject to New York’s disability benefit law are also subject to paid family leave law. The deduction is based on a percentage of the employee’s salary up to a maximum of New York State’s average weekly wage. This average weekly wage is recalculated annually by the state Department of Labor. Generally, the employer secures paid family leave insurance and the premiums are funded by the deductions from the employee’s wages.
December 18, 2017

Install: General Instructions

This document provides general steps needed to be performed to update Church Windows
December 18, 2017

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.
December 18, 2017

Donations and Membership: Handling Duplicates (v17 & Newer)

Have people in your system more than once? Find out how to clean them up. Presented on 5/18/2016.
December 18, 2017

Membership: Data Setup (v20 & Newer)

In this video, learn about setting up the basic options for data entry - portal, date, sort, attendance, age and marriage date options. From workbook M101 - pages 2 - 9. Presented on 11/1/2017.
December 15, 2017

Accounting: New Year Budget (v17 & Newer)

In this video, learn how to enter your 2018 budget. From workbook A201, pages 2 - 6. Presented 11/16/2017.
November 8, 2017

CW Help: CW Version 19 & Payroll 2017 Help Files Online

View Online: CW Help Files: Version 19 & Payroll 2017
November 3, 2017

Accounting: Adjust Assets (v17 & Newer)

In this video, learn how to adjust assets for NSF checks, stock valuations and statement corrections. From workbook A203, pgs 2 - 3. Presented 10/3/2017.
November 3, 2017

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.
November 3, 2017

Membership: Send Emails (v17 & Newer)

In this video, learn about Email Setup. Email an individual or group, re-using a saved message or signature and view sent emails. From workbook M203, pgs 2 - 14. Presented 10/12/2017.
October 16, 2017

Membership: Church Windows v20 Sneak Preview

In this video, see some of the new features in the Membership and Visitors screens. Presented 05/24/2017.
October 13, 2017

Donations: Auto Assign Giver Numbers (v17 & Newer)

In this video, learn how to auto assign or end numbers for givers. From workbook D104, pgs 8 - 14. Presented 9/29/2017.
October 13, 2017

Membership: Visits Setup (v18 & Newer)

In this video, learn how to setup, edit and customize the Visit section of the Membership module. From workbook M201, pgs 26 - 35. Presented 9/20/2017.
October 13, 2017

Scheduler: Features (v17 & Newer)

In this video, learn about the Categories, Duties, Equipment, Locations and Options.  Presented 10/12/2017.
October 13, 2017

Donations: Entering Donations (v17 & Newer)

In this video, learn how to enter donations and about the other options and features such as batch codes, account order, edit and delete items from the batch. Also how to print batch reports and posting the batch. From workbook D102, pgs 2 - 17. Presented 10/4/2017.
September 11, 2017

Scheduler: Report Features (v17 & Newer)

In this video, learn how to setup the reports. Presented 8/16/2017.
September 11, 2017

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.
September 11, 2017

Donations: Report Options (v17 & Newer)

In this video, learn how to use the report options to get the data you prefer to see. Presented 8/23/2017.
September 11, 2017

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.
August 23, 2017

Donations: Browse (v17 & Newer)

In this video, learn how to filter information in the browse donations screen to get the data you you need. Presented 8/15/2017.
August 21, 2017

Payroll: Setting up Direct Deposit

In this video, learn how to setup direct deposit, including the pre-notification. Presented 7/12/2017.
August 21, 2017

Payroll: Calculate Payroll

In this video, learn how run a payroll for your employees, both lay and ministers. Presented 6/28/2017.
August 21, 2017

Donations: Transfer to Accounting (v17 & Newer)

In this video, learn how to set up and transfer donations to accounting void a damaged check or one written in error. Presented 7/25/2017.
August 21, 2017

Payroll: Pay Period Deductions and History Reports

In this video, learn how to use the reports of earnings, deductions and history. Presented 7/28/2017.
August 21, 2017

Membership: Standard Report Formats (v17 & Newer)

In this video, learn about the different options to use - basic, all information, directory, custom and export. Presented 8/3/2017.
July 24, 2017

Donations: Entry Options (v17 & Newer)

In this video, learn about the variety of options available on the Donation Entry screen. Presented 7/13/2017.
July 24, 2017

Accounting: Subaccounts or Subtotals (v17 and Newer)

In this video, learn about the differences, when and how to them setup. Presented 6/19/2017.
July 24, 2017

Donations: Subtotals (v17 & Newer)

In this video, learn how to add, manage and order accounts. Also creating subtotals. Presented 4/26/2017.
July 24, 2017

Accounting: Liability Payments, 941 and Pass Thrus (v17 & Newer)

In this video, learn how to pay directly from a liability, i.e. 941 deposits and pass-through monies. Presented 6/22/2017.
July 24, 2017

Accounting: Subtotals (v17 and Newer)

In this video, learn how to setup and arrange your subtotals in order to achieve the desired clarity your financial reporting. Presented 6/12/2017.
July 24, 2017

Accounting: Print Checks (v17 and Newer)

In this video, learn how to print checks. Presented 7/20/2017.
July 24, 2017

Scheduler: Reports (v17 & Newer)

In this video, learn about the options to generate reports about your scheduled events. Presented 6/23/2017.
July 23, 2017

Accounting: Journal Entry Transactions (v17 & Newer)

In this video, learn how to use journal entries and transfer transactions. Presented 4/27/2017.
June 23, 2017

Membership: New! KidCheck (v19 & Newer)

In this video, learn how Church Windows shares information with KidCheck. Presented on 8/30/2016.
June 23, 2017

Payroll: Voiding Payroll

In this video, learn how to remove or void payroll that was run in error. Presented 5/15/2017.
June 23, 2017

Membership: Visits Reporting (v18 & Newer)

In this video, learn how to setup and report information that has been entered in the Visits. Presented 6/21/2017.
June 14, 2017

Accounting: Accounts Receivable Overview (v17 & Newer)

In this video, learn how to set up and use the features in accounts receivable. Presented 5/9/2017.
June 14, 2017

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.
June 14, 2017

Donations: Setup and Enter Pledges (v17 & Newer)

In this video, learn about the Campaign tab. Add, edit and/or remove campaign pledge. Also the Pledges by Giver tab, view, change and/or remove pledge information. Presented 5/29/2017.
June 14, 2017

Donations: Transfers, Changing Numbers and Estates (v17 & Newer)

In this video, learn how to transfer donations, Terminate/inactive givers, gifts from estates and change giver #. Presented 5/10/2017.
April 14, 2017

Payroll: Enter People – Employees and Independent Contractors

In this video, learn how to Enter People - Employees and Independent Contactors. Presented 4/07/2017.
April 14, 2017

Payroll: Setup Payroll

In this video, learn how to link Accounting/Payroll using the Account Number Set Up in Payroll. Presented 3/24/2017.
April 14, 2017

Membership: Standard Report Formats (v17 & Newer)

In this video, learn how to create reports for Birth date, Anniversary and Groups/Classes/Skills/Interests. Presented 3/20/2017.
April 14, 2017

Membership: Attendance Reporting Additions (v19 & Newer)

In this video, learn how to use the Worksheet, Summary by Person, Summary by event/group/class & Attendance Report. Presented 4/10/2017.
April 14, 2017

Membership: Attendance Entry Features (v18 & Newer)

In this video, learn how to Track communion, Relabeling fields, Adding Comments and Viewing Attendance Lists by Event/Group/Class. Presented 3/30/2017.
April 14, 2017

Accounting: Financial Reports Overview (v17 & Newer)

In this video, learn where to find and descriptions of uses of reports in Accounting. Presented 3/29/2017.
March 29, 2017

Payroll: Arizona Sick Time

This document outlines how to pay for sick time earned based on weeks or hours worked for employees in the State of Arizona. Presented on 8/9/2016.
March 25, 2017

Accounting: Reports Formatting (v17 & Newer)

In this video, learn about the Accounting reports. From workbook A201, pages 10-21. Presented 3/14/2018.
March 17, 2017

Membership: Label Criteria Options (v17 and Newer)

In this video, learn how to use the reports on People, Giving/Pledging, Accounts, Sort and Options Tabs and Save Criteria. Presented 3/15/2017.
March 17, 2017

Donations: Additional Report Options (v17 & Newer)

In this video, learn how to Show Reversed, Suppress Repeating Transactions, Show Long Date and Time, Save Selections as Default, Export Information and Printing. Presented 3/14/2017.
March 17, 2017

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.
March 17, 2017

Payroll: Overview

In this video, see the many features available in the Payroll program. Presented 3/17/2017
March 10, 2017

Membership: Reports for No Attendance and No Giving (v17 & Newer)

In this video learn how to create a list of persons that have not attended nor donated. From workbook M205, pages 26 - 31. Presented 4/25/2018.
March 10, 2017

Donations: Capabilities of Comparison Reports (v17 & Newer)

In this video, learn about the capabilities of Pledge/Giving Analysis, Campaign & Giving Comparison, Step & Statistical Reports. Presented 2/22/2017.
March 10, 2017

Donations: Manage Givers (v17 & Newer)

In this video, learn about gives with family, giver numbers and view/edit/remove givers. Presented 3/9/2017
March 9, 2017

Membership: Zip Code Summary using a Pivot Table (v17 & Newer)

Here are the steps to create a zip code summary report.
February 23, 2017

Membership: Saved Selections & Custom Reports Prior to Updating from v16 or Older (v17 & Newer)

When coming from older Church Windows versions (16 & Older), Saved Selections and Custom Reports will need to be recreated after updating Church Windows to the current version.
February 21, 2017

Membership: Report Criteria and Output Options (v17 and Newer)

In this video, learn how to use the report criteria and the output options within Membership reporting. Presented 11/29/2016.
February 21, 2017

Membership: Handling Terminations & Cleanup Tips (v17-v19)

In this video, learn how to indicate when people leave the church and including additional record cleanup hints. Presented 12/08/2016.
February 21, 2017

Donations: Mid-year Giving Statement (v17 & Newer)

In this Church Windows video, you’ll learn how to run mid-year giving statements to include pledge comparisons. Presented on 6/29/2016.
February 21, 2017

Accounting: Manage Years (v17 & Newer)

In this video, learn how to open a new year and copy and edit the chart of accounts. Presented 11/21/2016.
February 21, 2017

Accounting: Donations Links & Transfers (v17 & Newer)

In this video, learn how link and transfer Donations to Accounting. Presented 2/10/2017.
December 6, 2016

Payroll & Accounting:Tax Payments in Accounting (v17 & Newer)

This document walks you through how to show Payroll tax payments in the Accounting module.
November 14, 2016

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.
November 9, 2016

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.
November 1, 2016

Membership: Send Emails (v17 & Newer)

In this video, learn how to set up and send emails to individuals or groups and using saved messages or signatures. Presented 11/1/2016.
October 28, 2016

System: Renamed Computer SQL Error for Church Windows (v17 & Newer)

This document will explain how to fix errors caused by the host computer getting renamed.
October 28, 2016

Donations: Importing Donations from a Text File (v17 & Newer)

This document and recorded webinar video how to set up Church Windows Donations to import a file of giving from a company such as Vanco.
October 28, 2016

CW Web: Church Windows Web Summit Hosting Setup Instructions

Once a Church Windows Technician has done the initial Summit Hosting (formerly NovelAspect) set up, follow these instructions to set up additional computers.
October 21, 2016

Membership: Transfer Families and Individuals (v17-v19)

In this video, learn how to transfer families and individuals. Presented on 10/03/2016.
October 21, 2016

Accounting: Browse Transactions (v17 & Newer)

In this video learn how to browse accounting transactions to research information. From workbook A202, pages 14 - 30. Presented 5/8/2018.
October 18, 2016

Payroll: Paying by Direct Deposit

In this video, learn how to set up and pay employees using direct deposit. Presented 10/18/2016.
October 13, 2016

Accounting: Reports for financial meetings (v17 & Newer)

In this video, learn how to produce the balance sheet, treasurers report and fund activity report for meetings from Church Windows Accounting module. Presented on 10/13/2016.
September 27, 2016

Accounting: Correct Errors in Transactions (v17 & Newer)

In this video, learn how to delete or correct your errors in Church Windows Accounting. Presented on 9/27/2016.
September 20, 2016

Membership: Exporting Directory (v17 or Newer)

In this video, learn how create a directory and then export it. Presented on 9/20/2016.
September 15, 2016

Donations: Corrections (v17 & Newer)

Errors to people’s records or errors to the entire batch are easily fixed. Presented on 9/15/2016.
September 9, 2016

Donations: Batch Reports (v17 & Newer)

In this video, learn how to run Donations batch reports. Presented on 11/9/2015.
September 9, 2016

Church Windows and KidCheck: Child Safety (v19 & Newer)

This child safety webinar is presented in conjunction with our partners from KidCheck, Alex Smith and Angela Lewton. Presented on 12/13/2016
August 23, 2016

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.
August 22, 2016

Accounting: Recurring Transactions (v17 & Newer)

In this video, learn how to enter recurring transaction to make entry faster and easier. Presented on 8/22/2016.
August 18, 2016

Membership: Attendance reporting options (v19 & Newer)

In this video, you will learn about the new options for communion and comment reporting. Presented on 8/18/2016.
August 18, 2016

Membership: Attendance Reporting Additions (v19 & Newer)

In this video, you will learn about the new options for communion and comment reporting. Presented on 8/18/2016.
August 9, 2016

Payroll: Pay Period Deductions and History Reports

In this video, see the powerful and flexible features of the Pay period deductions and history reports on option 3. Presented on 8/9/2016.
July 26, 2016

Accounting: Accounts Payable Reporting (v17 & Newer)

In this video, see the powerful and flexible features of the Accounts Payable Reporting. Presented on 7/26/2016.
July 19, 2016

Membership & Donations: Reports with Combined Data (v17 & Newer)

In this video, learn how to setup reporting criteria using both Membership & Donations data. Presented on 7/19/2016.
July 7, 2016

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.
June 28, 2016

Payroll Mid-Year W2 Checkup

In this Church Windows video, see how to print off a W-2 now to make sure everything is setup properly. Don't wait till January to discover there is an error. Presented on 6/28/2016.
June 24, 2016

Donations: Multi-Year Campaign (v17 & Newer)

In this Church Windows video, you will learn how to set up a multi-year capital campaign and enter pledges to it. Presented 6/24/2016.
June 23, 2016

Membership: Browse Attendance (v18 & Newer)

In this video, learn how to use the browse attendance and generate trending reports for individuals and entire groups. Presented 6/14/2017.
June 16, 2016

Payroll: Deductions and Allowances

In this Church Windows "How do I Start" video, you will see how to add a new allowance or deduction in Payroll and then add it to a new or existing employee. Presented on 6/16/2016.
June 15, 2016

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.
June 10, 2016

Membership: Adding Families and People (v17-v19)

In this Church Windows "How do I Start" video, you'll see how to add new families and people to your Church Windows database. Presented on 6/10/2016.
June 9, 2016

Accounting: Deleting Accounts and Accounting Years (v17 & Newer)

How to clean up the chart of accounts by deleting unused or unwanted accounts and years. Presented on 6/9/2016.
June 6, 2016

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.
May 26, 2016

All Modules: Exporting to Excel (v17 & Newer)

This webinar will demonstrate how to easily export your Church Windows data and reports to Excel. Presented on 5/24/2016
May 11, 2016

Membership: Directory in a Booklet (v17 & Newer)

Come and see how to design a booklet-sized directory. Presented on 5/11/2016.
May 5, 2016

Membership & Donations: Adjustments for Divorce (v17-v19)

What changes need to be made in both modules when a couple divorces? Check it out! Presented on 5/5/2016.
April 28, 2016

Donations: Enhancements (v17)

This video covers many of the enhancements and new features seen in Church Windows Donations, Version 17.
April 22, 2016

Membership: Mass Edit (v17-v19)

In this video, learn how to edit data on many records at one time. Presented 2/28/2017.
April 20, 2016

Payroll: Transfer to Accounting

Be assured through your reports that Payroll and Accounting agree and how to fix if they don’t. This was presented on 4/20/2016.
April 14, 2016

Membership: Report Queries (v17 & Newer)

This webinar will demonstrate how to enter multiple queries and then save them for future use and was presented on 4/14/2016.
April 6, 2016

Membership: Database Design (v17-v19)

This video covers adding and arranging Church Windows Membership fields, plus controlling list fields. This was presented on 4/6/2016.
April 5, 2016

Donations & Accounting: NSF Check Procedures (v17 & Newer)

In this video learn how to browse the donations, make corrections and reversals. From workbook D104, pages 15 - 20. Presented 5/9/2018.
April 4, 2016

Accounting: Corrections and Reversals (v17 & Newer)

In this video learn how to correct or reverse transactions in Accounting. From workbook A202, pages 31 - 36. Presented on 5/2/2018.
January 25, 2016

Membership: Report Types (v17 – v19)

Here's a great overview of the types of reports available in the Church Windows Membership module.
January 25, 2016

System: Portals Screen (v17 & Newer)

This video reviews the areas of the main home screen of Church Windows, also known as the portals screen.
December 30, 2015

Donations: Giver Number Export (v17 & Newer)

Here's a recorded webinar that demonstrates the process of exporting envelope numbers in Church Windows Donations.
December 18, 2015

Membership: Attendance Entry (v18 & Newer)

In this video learn about the options for attendance entry for events, groups and classes. From workbook M202, pages 2 - 17. Presented 5/4/2018.
December 18, 2015

Membership: Add Photos (v17 – v19)

When adding a family or individual photo is desired in Church Windows Membership, here are some pointers.
December 18, 2015

Donations: Emailing Donations Statements (v18 & Newer)

Saving postage and printing costs has never been easier. Here's a look at emailing giving statements out of Church Windows Donations.
December 18, 2015

System: Installation Steps (v17 & Newer)

Here's a recorded webinar walk-through for installing Church Windows Version 18.
December 18, 2015

Accounting: Fund Accounting Basics (v17 & Newer)

This recorded webinar is a great overview of the basics and nuances of fund accounting.
December 18, 2015

Payroll: Calculate Bonus

Here's a visual walk-through of how to calculate a bonus using Church Windows Payroll.
December 18, 2015

Membership: Customize Fields (v17 – v19)

Here's a look at customizing Church Windows Membership fields for custom and denominational reports.
December 4, 2015

System: Restarting SQL Server on Windows© 10 (v17 & Newer)

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.
November 5, 2015

CW Web: Host-Based Printers

Host-based printers rely completely on the computer to perform all printer processing rather than containing processors of their own. They do not work well, if at all, with Church Windows Web. This document contains more detail.
November 4, 2015

System: Removing & Recreating Firewall Exceptions (Win 8)

Error opening Membership on a Workstation; Membership Error after a Church Windows Update
November 4, 2015

System: Removing & Recreating Firewall Exceptions (Win 7)

Error opening Membership on a Workstation; Membership Error after Church Windows Update
November 4, 2015

System: Windows® 10 Firewall Instructions

Allowing Church Windows to run as an exception through the Windows® 10 Firewall
October 15, 2015

CW Web: Installing Microsoft Remote Desktop Client for Mac Computers

Prior to using Church Windows Web with VOS on a MAC computer, it is essential to install the Microsoft Remote Desktop Client from the Mac App Store.
October 13, 2015

Payroll: 941 Reports

This video present an overview of the creation and use of 941 Reports from Church Windows Payroll.
October 13, 2015

Membership: Cleanup (v17 – v19)

When it's time to clean up Membership and Visitors databases, here's a great visual overview of where to start.
October 8, 2015

Membership: Visits (v18 & Newer)

The revamped Visits section of Church Windows v18 contains new flexibility and power. Here's a look.
October 6, 2015

Membership: Directory Templates (v18 & v19)

Here's a sneak peek at Church Windows Version 18s built-in directory templates.
September 23, 2015

Membership: Parents Info on Custom Report (v17 & Newer)

This video is a great tutorial for those wishing to have parental information appear on a custom report in Church Windows Membership.
September 21, 2015

Membership & Donations: Labels (v17 – v18)

Here's a look at both simple and more advanced label creation in the Church Windows Membership and Donations Modules.
September 18, 2015

Donations: Version 17 Enhancements (v17 & Newer)

This movie highlights the new and enhanced features of Donations in Church Windows v17.
September 18, 2015

Membership: Birthday and Anniversary Report Export (v17 & Newer)

Looking to export the birthday or anniversary report in version 17? Here's a great visual tutorial.
September 18, 2015

Membership: Advance School Grade and Groups Classes (v17 – v19)

When it's time to advance school grades or groups & classes, here are the steps to accomplish these tasks easily.
September 11, 2015

Donations: Donations Basics (v17 & Newer)

Here is a visual walk-through of the "getting started" steps for Church Windows Donations.
September 10, 2015

Accounting: Exporting Accounting Reports (v17 and Newer)

How to export reports in Accounting for Church Windows.
September 10, 2015

Membership: Basic Reports (v17 & Newer)

Here is a look at defining queried criteria and establishing report layouts in Church Windows Membership.
September 8, 2015

Accounting: Enhancements in CW Version 17 (v17 & Newer)

Here is a visual highlight of enhancements in Church Windows version 17.
August 20, 2015

System: Open File Security Warning

See how to set Internet Explorer browser options to avoid the Open File Security Warning.
August 14, 2015

System: Uninstall & Reinstall SQL 2008 R2 on Windows® 7

For computers having SQL issues, here are the steps for uninstalling and reinstalling SQL.
July 23, 2015

Payroll: Handling the California Paid Sick Leave Law

This document helps Church Windows Payroll users in California process pays in compliance with the 2015 Paid Sick Leave Law.
July 16, 2015

Membership: Directory adding Email and Cell Phone (v17 & later)

When you want a directory that includes email and cell phone fields, this document will help you through.
July 16, 2015

Membership: Creating a Label Layout (v16 & Earlier)

This document will help you through creating labels.
June 19, 2015

System: Network Server & Workstation Setup (v17 & Newer)

This document walks through setting up servers and workstations in various Microsoft Windows Operating Systems for use with Church Windows.
June 19, 2015

Membership: Empty Household Transfer & Cleanup (v17- v19)

This movie walks through cleaning up Membership households that do not contain any individuals.
June 14, 2015

Accounting: Chart of Accounts Revision (v17 and Newer)

Here is a walk-through of steps and best practices for reworking/revising the financial chart of accounts in Church Windows Accounting.
June 4, 2015

CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Firefox

Here is a visual walk-through of the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Mozilla Firefox as their browser.
June 4, 2015

CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Chrome

Here is a visual walk-through of the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Chrome as their browser.
June 4, 2015

CW Web: VOS Setup Instructions using Remote Desktop (RD Web) Internet Explorer

Here is a visual walk-through of the setup steps for Church Windows Web users on the Remote Desktop (RD Web) who are using Internet Explorer as their browser.
May 12, 2015

Membership: Exporting Directory (v16 & Earlier)

For Church Windows Desktop users, this document walks through the steps for exporting the directory.
May 12, 2015

Membership: Exporting Membership Data (v16 & Earlier)

When the need to export Membership data to Microsoft Outlook from Church Windows Desktop arises, this document will help you through.
May 12, 2015

Membership: Custom Report (v16 & Earlier)

Here's help for creating a Custom Report in Church Windows Membership.
May 12, 2015

Membership: Cross-Reference Stepchildren in the Church Directory (v17 – v19)

This document will help those who wish to have a child with a different last name appear in a separate listing that includes the parents' names.
May 12, 2015

Membership: Custom Pictorial Directory (v16 & Earlier)

How to create a photo directory in the Membership module of Church Windows.
April 25, 2015

Membership: Custom Report that looks like a Directory (v16 & Earlier)

If your church directory requires selection of a specific criteria that steers you to Report/Lists, you can use a Custom Report to replicate the look of a Directory.
April 25, 2015

Membership: Custom Directory (v16 & Earlier)

How to create a Custom Directory in Church Windows.
April 23, 2015

System: Screen Appears to be Locked

When creating a report, the system seems to lock up or the reporting window never opens. Try Reset Screen Sizes and Positions!
April 1, 2015

Membership: Basic Reports (v17 & Newer)

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.
April 1, 2015

Payroll & Accounting: Showing Tax Payments in Accounting

Setting up Tax Transfers from Payroll and making payments in Accounting
March 30, 2015

Install: Moving Church Windows and Payroll to a New Computer

This document walks through the steps for moving Church Windows and Payroll to a new computer.
March 30, 2015

Membership & Donations: Labels with Giver Numbers (v17 & Newer)

How to build a label with the Giver # and Mailing Name & Address in Church Windows versions 17.14 and earlier.)
March 30, 2015

Membership & Donations: Labels with Giver Numbers (v16 & Earlier)

How to build a label with the Giver # and Mailing Name & Address in Church Windows versions 16.13.3 and earlier.)
March 30, 2015

Donations: Converting from Contributions Preparation Help

Click to view or print PDF.
March 26, 2015

Donations: Giver Types

Click to view or print PDF.
March 26, 2015

Donations: Export for Envelope Company

Whether exporting all giver numbers or a limited selection of numbers, here are the steps to accomplish the task.
March 26, 2015

Install: Internet Explorer Smart Screen Filter

When downloading and installing a Church Windows update using Internet Explorer, you may encounter ominous messages from the Smart Screen Filter. The attached document instructs work-around steps to continue with the download and installation normally.
March 11, 2015

Payroll: Pay Advance (When also Using Financial)

When using both the Payroll and Financial modules, here are the steps for handling a Payroll Advance.
March 11, 2015

Payroll: Pay Advance (When also Using Accounting)

When using both the Payroll and Accounting modules, here are the steps for handling a Payroll Advance.
March 11, 2015

CW Web: Church Windows Web VOS Setup Instructions (Citrix)

Once a Church Windows Technician has done the initial VOS set up, follow these instructions to set up additional computers.
February 20, 2015

Software Update: Reasons to Update to Version 17.14.3

The attached document is a printable list of the many reasons for the church to install Church Windows version 17.14.3.
December 4, 2014

Church Windows Web: VOS Citrix Receiver Permissions

For Church Windows Web users, this document outlines how to overcome the Export Access Denied message.
May 28, 2014

Payroll & Accounting: Showing Payroll Deduction Payments in Accounting after Payroll is Transferred

Showing Payroll Deduction Payments in Accounting after Payroll is Transferred
April 25, 2014

Payroll: Setting Up a Donation as a Payroll Deduction

Here are the suggested methods for handling an employee who wishes to donate his/her pay as a donation to the church.
April 25, 2014

System: MAC® Exporting from Church Windows WEB

Steps for exporting data from Church Windows Web from a MAC computer.
April 25, 2014

Payroll: Posting Accrued Vacation/Sick Leave

Click to view or print PDF.
March 3, 2014

Payroll: Understanding Payroll Reports (v2014 SR1 and Newer)

This is a visual walk-through of the expansive array of easy-to-produce Payroll Reports in Church Windows Payroll.
February 11, 2014

Donations: Donations Cleanup (v16.13.2 and Newer)

This movie is a walk-through covering Donations module cleanup items
December 17, 2013

Accounting: Report Showing Monthly Bills/Payments

How to create a Report showing Bills/Payments for a specific month.
November 21, 2013

System: Networking Church Windows

Networking Church Windows is a must-read prior to beginning to run Church Windows on more than one computer, for those who have purchased a network license of Church Windows.
September 5, 2013

Webinars: Accessing Using iPad/iPhone

Church Windows uses GoToMeeting/GoToWebinar from Citrix for its remote access meetings. According to Citrix, iPads and iPhones may be used to access these webinars.
May 29, 2013

Windows XP, Vista, and Server 2003 Life Cycle Termination

Microsoft is no longer updating XP, Vista, and Server 2003.
April 17, 2013

Payroll: Error 6404; Automation Error

Learn steps to remedy this error.
April 1, 2013

Accounting: Sample Chart of Accounts

Are you setting up a new Chart of Accounts or looking to revamp the church's present one? Look no further! Just click the link, view, and print.
February 24, 2013

Contribution: Posting A Gift Of Stock

View or print PDF: Contribution: Posting A Gift Of Stock.
February 23, 2013

Contribution: Handling NSF Checks (using Financial)

Click to view or print PDF.
February 22, 2013

Contribution: Exporting Envelope Numbers

View or Print PDF: Exporting Envelope Numbers & Names for Envelope Company.
February 21, 2013

Contribution: Handling NSF Checks (using Accounting)

Print or View PDF: How to handle a NSF check (using Accounting).
February 13, 2013

Accounting: Reasons to Convert from Financial

View or Print PDF: Reasons to Convert to Accounting
February 12, 2013

Accounting: Setup & Valuating Investments

View or Print PDF: Setting up & Showing Change in Investments Value
February 12, 2013

Accounting: Manually-Computed Payroll (v17 & Newer)

View or Print PDF: Manually-Computed Payroll, Checks Printed from Accounting
December 1, 2011

Church Windows Accounting and Payroll Webinar

This webinar is a great walk-through of the basics of Accounting and Payroll. Presented December 2011.
December 1, 2011

Payroll & Accounting: Basics

This webinar is a great walk-through of the basics of Accounting and Payroll - Presented Dec 2011.
May 17, 2010

Church Windows Fraud Prevention Webinar

On May 17th, 2010, Church Windows sponsored a free webinar for our customers and anyone interested in preventing fraud in their organization. By request of those who may have been unable to attend, we have reposted the webinar for online viewing!