November 12, 2019

Payroll: End of Year Procedure

In this video, learn how to Prepare for End of Year and New Year Setup. Presented on 11/12/2019.
November 13, 2019

Donations: New Year Setup (v19 & Newer)

In this video, learn how to run Labels for Giver # Envelopes. Starting New Campaign. Copy Campaign. Handling Prepaid Pledges. Presented on 11/13/2019.
November 14, 2019

Accounting: New Year Setup (v19 & Newer)

In this video, learn how to prepare for Opening New Year, Updating Budget Amounts, and Updating Beginning Balances. Presented on 11/14/2019.
December 4, 2019

Accounting: 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.