April 9, 2019

Membership: Transferring Individuals (v21 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. Transfer Membership individuals to Donations. Presented on 04/09/2019.
May 28, 2019

Payroll & Accounting: Showing Payroll Deduction Payments after Payroll is Transferred

In this document, learn how to handle Payroll deductions in Accounting.
August 27, 2019

Donations: Transfer to Accounting (v19 & Newer)

In this video, learn how to Link Donations to Accounting. Transfer Donations to Accounting. Transfer Batch using Backup and Restore. Export Donation Batch File.  Presented on 08/27/2019.