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.
August 18, 2020Accounting: Advanced Transactions (v20 & Newer)In this video, learn how to Complete Transfers and Journal Entries. Presented 08/18/2020.
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.
August 25, 2022Accounting: Correcting DONA Transactions (v22 & Newer)In this video, learn Options to Correct Donations Transferred to the Wrong Debit or Credit Account. Presented on 08/25/2022.
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.
October 4, 2023Donations: Special Situations (v24 & Newer)In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023
May 7, 2024Accounting: Posting Other Income (v25 & Newer)In this video, learn how to enter income that is not a donation. Presented 05/07/2024.