March 26, 2018Donations & Accounting (v17 & Newer): Giving v Income Acct DifferencesIn this video, learn about the difference between a Donation giving account and an Accounting income account and how they relate. Presented 2/15/2018.
July 31, 2019Membership: People Screen (v20 & Newer)In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.
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.
March 31, 2021Membership: Creating Individuals (v20 & Newer)In this video, learn about Adding Individuals, Name and Information Fields, and Deleting an individual. Presented on 03/31/2021.
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.
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.
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.