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.
November 3, 2017Accounting: Chart of Accounts Wizard (v17 & Newer)In this video, learn how to use the Chart of Accounts Wizard to create a new chart of accounts and entering beginning balances. From workbook A101, pgs 4 - 23. Presented 9/26/2017.
September 9, 2020Accounting: Basic Transactions (v20 & Newer)In this video, learn about Transaction Types and Numbers, Dual Entry, and the Effects of Debits and Credits. Presented on 09/09/2020.
November 25, 2020Donations: Giver # Labels (v20 & Newer)In this document or video, learn how to Generate Labels with Giver #s included. Presented on 11/25/2020.
December 9, 2020Contributions: New Year Prep Steps for 2021In these documents, learn how to Manage Envelope #s, Print Labels with Next Year's Numbers, Pledges, Run End-of-Year, and Handle Prepaid Pledges.
December 17, 2020Donations: Export Giver #s for Envelope Company (v20 & Newer)In this document or video, learn about Exporting Giver #s for Envelope Company. Presented on 12/17/2020.
August 5, 2021Donations: Overview (v22 & Newer)In this video, learn the basic features of the Donations Module. Presented on 08/05/2021.
November 9, 2021Accounting: New Year Prep Steps for 2022In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021.
December 21, 2021Donations: List Giver # Report does not show anything in Next # ColumnKnown Issue in v23: List Giver # Report not showing Next #s.
March 31, 2022Accounting: Print Checks (v22 and Newer)In this video, learn how to print checks. Presented 03/31/2022.
June 8, 2022Membership & Donations: Adjustments for Divorce (v22 & Newer)In this document or video, learn the Changes Required to Separate their Records. Presented on 06/08/2022.
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.