September 9, 2016

Donations: Batch Reports (v17 & Newer)

In this video, learn how to run Donations batch reports. Presented on 11/9/2015.
September 15, 2016

Donations: Corrections (v17 & Newer)

Errors to people’s records or errors to the entire batch are easily fixed. Presented on 9/15/2016.
March 10, 2017

Donations: Capabilities of Comparison Reports (v17 & Newer)

In this video, learn about the capabilities of Pledge/Giving Analysis, Campaign & Giving Comparison, Step & Statistical Reports. Presented 2/22/2017.
July 24, 2017

Donations: Entry Options (v17 & Newer)

In this video, learn about the variety of options available on the Donation Entry screen. Presented 7/13/2017.
August 23, 2017

Donations: Browse (v17 & Newer)

In this video, learn how to filter information in the browse donations screen to get the data you you need. Presented 8/15/2017.
March 25, 2018

Donations: Typical Committee Reports (v17 & Newer)

In this video, learn about the Donations log report, giving summary and deposit slip. Presented 3/6/2018.
April 11, 2019

Donations: Posted Batches (v19 & Newer)

In this video, learn how to view and print Posted Batches. Correct or reverse a batch after posting. Refresh and reactivate a batch for re-posting. Presented on 04/11/2019.
April 24, 2019

Accounting: How to Correct Check Numbers (v19 & Newer)

In this document, learn how to make a correction to a payment with the wrong check number.