June 14, 2015Accounting: Chart of Accounts Revision (v19 and Newer)In this video, we walk through of steps and best practices for reworking/revising the financial chart of accounts in Church Windows Accounting.
June 8, 2017Accounting: Chart of Accounts (v17 and Newer)In this video, learn how to use the flexibility of the chart of accounts to achieve your financial reporting goals. Presented 6/6/2017.
September 11, 2017Scheduler: Setup (v17 & Newer)In this video, learn how to setup the Scheduler module and link it to the Membership module. Presented 8/11/2017.
December 18, 2017Membership: 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.
April 4, 2019Membership: Family & Individual Photos (v20 & Newer)In this video, learn how to attach photos to family and/or individual records. Presented on 04/04/2019.
July 31, 2019Membership: People Screen (v20 & Newer)In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.
December 4, 2019Accounting: End of Year Cleanup Ideas (v19 & Newer)In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.
February 24, 2020Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer)In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.
March 12, 2020Donations: Other Enter Donations Information (v22 & Newer)In this video, learn about Giving Distribution, Account Order, Add Giving Account, Add New Giver, and Prior System Donations. Presented on 03/12/2020.
December 9, 2020Contributions: New Year Prep Steps for 2021In these documents, learn how to Manage Envelope #s, Print Labels with Next Year's Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.
March 31, 2021Membership: Creating Individuals (v20 & Newer)In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.
April 14, 2021Membership: Assigning Groups/Classes & Skills/Interests (v20 & Newer)In this video, learn how to Enter Codes and Descriptions. Levels and Comments. Assigning people. Presented on 04/14/2021.