August 20, 2015System: Open File Security WarningIn this document, see how to set your Internet Explorer browser options to avoid the Open File Security Warning.
October 19, 2018Donations: 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, 2018Membership: 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.
June 11, 2019Donations: Enter Donations & Unposted Batches (v19 & Newer)In this video, learn about Entering Donations, Batch Codes, Account Order, Working with the Batch, Edit an item in Batch, Delete an Entry, Print Batch Report, Post Batch and Unposted Batches. Presented on 06/11/2019.
September 4, 2019Donations: 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.
April 7, 2021Accounting: Financial Reports Basics (v20 & Newer)In this video, learn Where to Find the Reports and What they Do. Presented 04/07/2021.
June 3, 2021Membership: Attendance Reports (v20 & Newer)In this video, learn about the Attendance Worksheet, Summary by Person, Summary by Event/Group/Class, and Attendance Report. Presented on 06/03/2021.
November 23, 2021Donations: Auto Assign Giver #s (23 & Newer)In this video, learn how to use the New Auto Assign Feature for Giver #s. Presented 11/23/2021.
February 24, 2022Donations: Browse Donations (v22 & Newer)In this video, learn how to Browse, Correct, Reverse, and Handle NSF Donations. Presented on 02/24/2022.
July 6, 2023Donations: Report Selections (v24 & Newer)In this video, learn about reporting and filter options. Presented on 07/06/2023.