June 10, 2021Accounting: Petty Cash (v21 & Newer)In this document or video, learn how Options for Setup and Use. Presented on 06/10/2021.
August 4, 2021Membership: Basics (v22 & Newer)In this video, learn the basic features of the Membership Module. Presented on 08/04/2021.
August 18, 2021Scheduler: Overview (v22 & Newer)In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021.
October 13, 2021Accounting: Chart of Accounts Revisions (v22 and Newer)In this video, learn Steps and Best Practices for Reworking and Revising the Chart of Accounts. Presented on 10/13/2021.
November 9, 2021Accounting: New Year Prep Steps for 2022In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021.
February 15, 2022Accounting: Change Account Number Structure (v22 and Newer)In this video, learn the Process of Re-Numbering your Chart of Accounts. Presented on 02/15/2022.
March 17, 2022Donations: Giving Accounts (v22 & Newer)In this video, learn about Adding an Account, the Manage Accounts Screen, Ordering Accounts, and Creating Subtotals. Presented on 03/17/2022.
June 29, 2022Membership: Adding Families (v22 & Newer)In this video, learn about the Blank Data Entry Form and Creating New Families with Individuals. Presented 06/29/2022.
February 29, 2024Accounting: New Year Cleanup (v25 & newer)In this video, learn tips to work through first Bank Rec, Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/29/2024.