April 25, 2014

Payroll: Setting Up a Donation as a Payroll Deduction

Here are the suggested methods for handling an employee who wishes to donate his/her pay as a donation to the church.
March 26, 2015

Donations: Giver Types

Click to view or print PDF.
May 5, 2016

Membership & Donations: Adjustments for Divorce (v17-v19)

What changes need to be made in both modules when a couple divorces? Check it out! Presented on 5/5/2016.
July 19, 2016

Membership & Donations: Reports with Combined Data (v17 & Newer)

In this video, learn how to setup reporting criteria using both Membership & Donations data. Presented on 7/19/2016.
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: Manage Givers (v17 & Newer)

In this video, learn about gives with family, giver numbers and view/edit/remove givers. Presented 3/9/2017
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.
March 17, 2017

Donations: Additional Report Options (v17 & Newer)

In this video, learn how to Show Reversed, Suppress Repeating Transactions, Show Long Date and Time, Save Selections as Default, Export Information and Printing. Presented 3/14/2017.
June 14, 2017

Donations: Transfers, Changing Numbers and Estates (v17 & Newer)

In this video, learn how to transfer donations, Terminate/inactive givers, gifts from estates and change giver #. Presented 5/10/2017.
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.