February 11, 2014

Donations: Donations Cleanup (v16.13.2 and Newer)

This movie is a walk-through covering Donations module cleanup items
June 19, 2015

Membership: Empty Household Transfer & Cleanup (v17- v19)

This movie walks through cleaning up Membership households that do not contain any individuals.
June 9, 2016

Accounting: Deleting Accounts and Accounting Years (v17 & Newer)

How to clean up the chart of accounts by deleting unused or unwanted accounts and years. Presented on 6/9/2016.
February 21, 2017

Membership: Handling Terminations & Cleanup Tips (v17-v19)

In this video, learn how to indicate when people leave the church and including additional record cleanup hints. Presented 12/08/2016.
December 18, 2017

Membership: People leaving church, cleanup tips (v20 and Newer)

In this video, learn what to do when a family leaves the church. From workbook M102, pages 7 - 8. Presented 12/5/2017.
May 28, 2019

Donations: Handling Duplicates (v19 & Newer)

How to fix multiple entries for the same individual.  Presented on 05/28/2019.