August 20, 2015

System: Open File Security Warning

See how to set Internet Explorer browser options to avoid the Open File Security Warning.
April 14, 2017

Accounting: Financial Reports Overview (v17 & Newer)

In this video, learn where to find and descriptions of uses of reports in Accounting. Presented 3/29/2017.
October 19, 2018

Donations: Report Options (v19 & Newer)

In this video, learn about the report options available to create reports that show the information you need to see. Presented on 10/17/2018.
October 19, 2018

Membership: Data Setup (v20 & Newer)

In this video, learn about the portal and special functions, settings and options for data entry. Presented on 10/9/2018.
November 2, 2018

Membership: Skills and Interests Setup (v19 & Newer)

In this video, learn about setting up the Skills and Interests, also known as Time and Talents. Presented on 10/30/2018.
November 2, 2018

Membership: Attendance Reporting Additions (v19 & Newer)

In this video, learn about using the attendance worksheet, summaries by person, events or classes reports and options. Presented on 10/31/2018.
November 14, 2018

Donations: Auto Assign Giver Numbers (19 & Newer)

In this video, learn how to quickly assign next years Giver #s. Presented on 11/8/2018.
September 4, 2019

Donations: Using Browse Donations Filters (v19 & Newer)

In this video, learn how to use the Filter, Group & Sort, Columns, Fonts Tabs and Print Donations. Presented on 09/04/2019.
September 10, 2019

Donations: Browse Donation Transactions (v19 & Newer)

In this video, learn how to use Browse, Correct, Reverse and NSF Donations.  Presented on 08/10/2019.