July 13, 2016Accounting: Chart of Accounts Corrections and Deletions (v17 & Newer)In this video, learn how to clean up your chart of accounts, including inactive status. Presented 7/13/2016.
April 24, 2019Accounting: How to Correct Check Numbers (v19 & Newer)In this document, learn how to make a correction to a payment with the wrong check number.
September 4, 2019Donations: Using Browse Donations Filters (v19 & Newer)In this video, learn how to use the Filter, Group & Sort, Columns, Fonts Tabs and Print Donations. Presented on 09/04/2019.
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.
February 24, 2022Donations: Browse Donations (v22 & Newer)In this video, learn how to Browse, Correct, Reverse, and Handle NSF Donations. Presented on 02/24/2022.
May 4, 2022Donations: Posted Batches (v22 & Newer)In this video, learn how to view, correct, reverse, or reactive a batch after posting. Presented on 05/04/2022.
July 21, 2022Accounting: Adding a New Fund and its Accounts (v22 and newer)In this video, learn the Process for Adding a New Fund and the Related Accounts. Presented on 07/21/2022.
August 17, 2022Membership: Editing, Deleting or Copying Attendance (v22 & Newer)In this video, learn to Change Information for an Entry, Edit Event/Class/Date, Delete and Copy Attendance, Reports/Labels/Email, and Transfer Attendance. Presented on 08/17/2022.
September 22, 2022Donations & Accounting: How to Handle a NSF Donation (v22 & Newer)In this document or video, learn the Process for Handling a Non Sufficient Funds Donation. Presented on 09/22/2022.
December 19, 2023Donations: Corrections (v25 & Newer)In this video learn when to use Browse Donations or Posted Batches. Presented on 12/19/2023.