September 11, 2017Scheduler: Setup (v17 & Newer)In this video, learn how to setup the Scheduler module and link it to the Membership module. Presented 8/11/2017.
November 19, 2019Accounting: Subtotals (v19 and Newer)In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.
December 4, 2019Accounting: End of Year Cleanup Ideas (v19 & Newer)In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.
February 11, 2020Membership: How to Setup a New Family (v22 & Newer)In this document or video, learn how to Enter a New Family in People. Presented on 02/11/2020.
February 24, 2020Accounting: Match Accounts & Updating Beginning Balances (v22 & Newer)In this video, learn about the Match Accounts feature and how it relates to Beginning Balances. Presented on 02/20/2020.
November 4, 2020Membership: CASS Certification and NCOA Processing (v20 & Newer)In this video, learn how to Create a File and Install the Output from Lorton. Presented on 11/04/2020.
November 19, 2020Donations: Pledges & Campaigns (v20 & Newer)In this video, learn about the Campaign Tab. Edit or Remove Campaign Pledge Info. Edit or Delete Campaign. Starting a new Campaign. Pledges by Giver Tab. View, Change and/or Remove Pledge Info. Presented on 11/19/2020.
August 18, 2021Scheduler: Overview (v22 & Newer)In this video, learn the Basic Features of the Scheduler Module. Presented on 08/18/2021.
March 9, 2022Membership: Printing Labels (v24 & Older)In this document or video, learn about selecting People and a Layout. Presented on 03/09/2022.
June 29, 2022Membership: Adding Families (v22 & Newer)In this video, learn about the Blank Data Entry Form and Creating New Families with Individuals. Presented 06/29/2022.
September 13, 2022Membership & Donations: How to Setup a New Family, Gives with Family & Assign Giver # (v22 & Newer)In these documents or video, learn the Process to Check Gives with Family and Assign a Giver # to the Family Unit. Presented on 09/13/2022.
November 8, 2023Donations: Pledges & Prepaids (v24 & Newer)In this document or video, learn how to create pledge campaigns and enter prepaid donations. Presented on 11/08/2023.