November 13, 2019Payroll: Setup FAQsIn this document, find standard setup situations for Pastoral and Lay Staff.
December 4, 2019Accounting: End of Year Cleanup Ideas (v19 & Newer)In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.
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.
February 29, 2024Accounting: New Year Cleanup (v25 & newer)In this video, learn tips to work through first Bank Rec, Balance Sheet, Vendor Balances, and Beginning Balances. Presented on 02/29/2024.