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: Families (v20 & Newer)

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

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.
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.
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.
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 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.
May 30, 2019

Payroll: Calculate Adjustments

In this document or video, learn about posting accrued vacation/sick leave or adjustment for housing allowance.