April 3, 2019Donations: Special Donation Gifts (v19 & Newer)In this video, learn how to handle In Kind Gifts and Gifts of Stock. Presented on 04/03/2019.
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.
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.
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.
November 23, 2021Donations: Auto Assign Giver #s (23 & Newer)In this video, learn how to use the New Auto Assign Feature for Giver #s. Presented 11/23/2021.
February 9, 2023Donations: Manage Givers (v24 & Newer)In this video, learn about Individuals & Families, Adding Donations Individuals & Groups, Assign a Giver #, and Gives with Family. Presented on 02/09/2023.
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.