October 4, 2023Donations: Special Situations (v24 & Newer)In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023
October 5, 2023Donations: Handling Duplicates (v24 & Newer)In this document or video, learn how to fix multiple entries for the same person. Presented on 10/05/2023.
December 20, 2023Payroll: How to add HSA to the W2In this document, learn how to handle a HSA fully paid by the church or conference.
February 21, 2024Donations: Transfer to Accounting (v25 & Newer)In this video, verify Default Account Links are correct and view Posted Transfers. Presented on 02/21/2024.