May 14, 2026
In this document or video, learn how to create a family record and add individuals. Presented on 05/14/2026.
May 12, 2026
In this video, learn options to correct donations transferred to the wrong debit or credit account.. Presented on 05/12/2026.
May 6, 2026
In this document or video, learn how to post a direct purchase of an asset. Presented on 05/14/2026.
April 14, 2026
In this video, learn about the difference between giving accounts and income accounts. Presented 04/14/2026.
March 10, 2026
Learn how to toggle between the grid, and a record, display field new fields, set column order, sort by field, and add/edit/delete data quickly. Presented on 03/10/2026.
March 10, 2026
In this document or video, learn how to enter criteria and build a basic report layout. Presented on 03/05/2026.
February 25, 2026
In this video, learn how to properly structure clergy compensation and tax withholding. Presented on 02/25/2026.
February 25, 2026
In this video, learn how to properly amend previously completed tax forms. Presented on 02/19/2026.
February 17, 2026
In this video, learn how to properly amend previously completed tax forms. Presented on 02/17/2026.
December 29, 2025
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.
December 29, 2025
In this document or video, learn how to generate W2s. Whether you are paper filing or e-filing you will go through our third party tax company, Aatrix. Presented 01/09/2025.
December 29, 2025
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 04/22/2025.