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.
December 18, 2017

Accounting: Chart of Accounts Clean-Up (v17 & Newer)

In this video, learn how to add and delete accounts. From workbook A102, pages 15 - 22. Presented 12/15/2017.
December 18, 2017

Membership: Adding Individuals (v20 & Newer)

In this video, learn about the individual fields and options. From workbook M101, pages 22 - 30. Presented 11/6/2017.
December 18, 2017

Membership: Tabs, Options and Transfer (v20 & Newer)

In this video, learn about the tabs for groups, classes and comments. Also covered is transferring. From workbook M101, pages 30 - 34. Presented 11/7/2017.
March 26, 2018

Membership: Individuals (v20 & Newer)

In this video, learn about the capabilities of the Individual records. Presented 3/13/2018.
November 19, 2019

Accounting: Subtotals (v19 and Newer)

In this video, learn how to add edit, and delete subtotals. Presented on 11/19/2019.