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.
October 13, 2017

Donations: Entering Donations (v17 & Newer)

In this video, learn how to enter donations and about the other options and features such as batch codes, account order, edit and delete items from the batch. Also how to print batch reports and posting the batch. From workbook D102, pgs 2 - 17. Presented 10/4/2017.
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.