February 23, 2017Membership: Saved Selections & Custom Reports Prior to Updating from v16 or Older (v17 & Newer)In this document, learn that when coming from older Church Windows versions (16 & Older), Saved Selections and Custom Reports will need to be recreated after updating Church Windows to the current version.
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.
October 31, 2023Accounting: New Year Prep (v24 & Newer)In this document or video, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Account. Presented on 10/19/2023.
November 16, 2023Accounting: End of Year Cleanup (v24 & Newer)In this document or video, learn about reworking the Chart of Accounts, Budgets, and Cleaning up Vendors. Presented on 11/16/2023.
December 20, 2023Payroll: New Year Prep (v25 & Newer)In this document or video, learn how Learn how to Prepare for the New Year. Presented on 12/20/2023.