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.
June 25, 2019Accounting: Bank Reconciliation (v19 & Newer)In this document or video, learn the basic tips for Bank Reconciliations. Presented on 06/25/2019.
April 29, 2020Accounting: Electronic Giving / Credit Card Fees (v19 & Newer)In this video or document, learn how to handle credit card processing fees from online giving. Presented on 04/10/2019.
May 26, 2020Accounting: Handling Online Giving Fees (v20 & Newer)In these documents or video, learn how to handle processing fees from online giving. Presented on 05/26/2020.
March 17, 2021Accounting: Credit Card Purchases (v20 & Newer)In this document or video, learn how to Divide the Bill and Payment. Presented on 03/17/2021.
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 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.
December 7, 2022Accounting: Bank Rec & Old Transactions (v23 & Newer)In this video, learn what to do when Bank Rec Reconciles, but Report Shows a Difference. Presented on 12/07/2022.
February 21, 2024Donations: Transfer to Accounting (v25 & Newer)In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.