Training Workbooks: Downloadable & Preprinted

The Training Workbooks available here are a teaching tool. So they are written as if a trainer is walking you through each process!

The Training Workbooks are available for purchase in two ways: either as a downloadable, searchable PDF file or in the traditional, printed format.

These workbooks provide step-by-step training through every topic covered in our training classes.

Each workbook is available for $12 in Downloadable form and $22 in Pre-Printed and binder-ready (mailed to you.) Upon purchase, watch for (and click) the Download link next to each item purchased. There will also be  a link in the purchase confirmation email that will be immediately sent.

Below is a listing of each books and a listing of major topic contents.

WORKBOOK TOPICS

MEMBERSHIP

Nov 2017: As we are nearing the release of Church Windows v20.17.0 which contains major enhancements to the Membership module, the purchase of any Membership book or package will include both the Version 19 and Version 20 workbooks at no additional cost!

PACKAGE: All Membership Workbooks

PACKAGE: All Membership 100-Level Workbooks

PACKAGE: All Membership 200-Level Workbooks

M101 - Membership 101

Membership Data Entry, Program Version and Portal, Special Functions/Settings & Options, People Screen, Blank Data Entry Form, Categories, Adding a Family & Family Record tabs, Adding Individuals, Person Lookup, Individual Record Tabs, Groups/Classes & Skills/Interests Setup, Photo, Printer/Map/Address/Clipboard Buttons, Transfers

M102 - Membership 102

Types of Fields; Special List Fields; Customizing Fields: Add, Delete, Hide, Field Order; When a Family or Someone Leaves the Church: Searches using Find: Person Lookup, Find on a Code, Save a Find;  Working with the Grid, Using Mass Edit

M201 - Membership 201

Setting Up Groups & Classes and Skills & Interests, Assigning People into Groups/Classes and Skills/Interests, Advancing Groups/Classes & School Grades, Recording & Reporting on Visits

M202 - Membership 202

Entering & Reporting on Attendance, Track Communion, Viewing Attendance by Event/Group/Class, Editing/Deleting/Copying Attendance Information, Transfer & Browse Attendance, Attendance Reports

M203 - Membership 203

Printing Labels, Selecting People for Labels, Save Criteria, Sample Labels, Sending Emails , View Sent Email, Church Windows’ Compliance with USPS Requirements, CASS Certification, USPS Requirements & NCOA  files, Printing Bar Codes on Labels, Mail Merge/Export, Exporting CW Membership Data to Outlook & to Constant Contact

M204 - Membership 204

Membership Reporting: Reports/Directory/Export; People, Giving/Pledging, Accounts, & Sort Tabs; Standard Report Formats (including Directory); Standard CW Reports: Birth Date, Anniversary, Groups/Classes or Skills/Interests

M205 - Membership 205

Using the Report Designer, Sample Reports: Children’s Directory showing Parents’ Information, Report of No Attendance and No Donations, Report using And/Or Buttons and the Use of Parentheses

EMailCW - Emailing from Church Windows

Entering Email Addresses, Setting Up Email Settings, Emailing from Membership & Donations, Emailing Reports & Donation Statements

SCHEDULER

PACKAGE: All Scheduler Workbooks

S101 - Scheduler 101

Setup, Linking to Membership, Categories/Duties/Equipment/Locations, Opening and Creating a New Event, Recurrence, Schedule Conflicts

S102 - Scheduler 102

Reports, Page Setup, Content/Format/Selections Tabs, Preview, Reports: Calendar, Event, Conflict, Duties, People, Equipment, and Location

DONATIONS

PACKAGE: All Donations Workbooks

D101 - Donations 101

Setup, Adding Donations Givers, Adding Membership Givers, Assign a Giver #, Gives with Family, View/Edit/Remove Giver Information, Setting up Donation Giving Accounts, Manage Accounts Screen, Order Accounts, Setting up Subtotals

D102 - Donations 102

Default Settings, Batch Codes, Entering Donations: Entering Process, Account Order, Working with the Batch, Edit Item, Delete Entry, Print Batch Reports, Post the Batch; Special Donations: In-Kind, Gifts of Stock; Giving Distribution, Add Giving Account, Add New Donor, Prior System Donations; Posted Batches: View, Print, Correct, Refresh, Reactivate

D103 - Donations 103

Transfer to Accounting: Link, Transfer, Transfer using Backup & Restore, Import, Export to Batch File; Pledges & Campaigns: Edit or Remove Pledge Info, Edit or Delete a Campaign, Start New Campaign, Pledges by Giver Tab; View, Change and or Edit Pledge Info

D104 - Donations 104

Special Donations Situations: Transfer between Individuals, Inactivating/Terminating a Giver, Gift from an Estate, Change a Giver #; Auto-Assign Giver #s, Stop Using Giver #s; Donations Transactions: Browse, Correcting, Reversing, NSF Correcting; Browse Filter & Sort; Browse Change Dates, Filter, and Sort; New Year Prep

D105 - Donations 105

Report Options: Filter, Group & Sort, Columns, Fonts, Givers, Accounts, and Options Tabs; Show Reversed, Suppressing Repeating Transaction Data, Show Lang Date & Time, Save Selections as Default, Export; Donation Reports: Log Report, Giving Summary, Deposit Slip; Compare & Analyze: Pledge/Giving Analysis, Campaign Comparison, Giving Comparison, Step Report, Statistical Report

D106 - Donations 106

Donations Statements: Receiving, Setting Up, Tabs on Donations Statement screen, Statement Designer; Emailing Donations Statements; Lists & Labels: List Account Balances, List Giver #s, Labels

ACCOUNTING

PACKAGE: All Accounting Workbooks

PACKAGE: All Accounting 100-Level Workbooks

PACKAGE: All Accounting 200-Level Workbooks

A101 - Accounting 101

Fund Accounting Definition, Components, Ratio of Funds to Assets; Chart of Accounts Wizard: Setting Fiscal Year, Using Account Numbers, Designing Structure; Assets & Liabilities; Setting Balances

A102 - Accounting 102

User-Interface Screen; Chart of Accounts Screen: Search plus Account Information, Detail, Balance, Tree View, & Vendor/Payee Tabs; Adding/Deleting/Editing an Account; Creating/Editing/Deleting Subtotals; Sub Funds & Sub Accounts

A103 - Accounting 103

Basic Transactions: Transaction Types & Numbers, Dual Entry, Effects of Debits and Credits; Transfer Donations to Accounting; Other Income: Entering, Multi-Lined Transaction, Income to Expense, Income to Liability; Entering and Paying Expenses, Adding Vendors on Enter Bills Screen, Posting Credit Memos, Show Running Balance; Pay Bills and Quick Pay; Paying from a Liability and Pass-Through Liabilities; Paying 941 Tax Deposit; Print Checks

A201 - Accounting 201

Budget Entering; Custom Account Groups; Financial Reports; Report Format Tabs: Custom Account Group, Columns, Detail, Funds, Fonts, Print Options; Getting Ready for Meetings: Balance Sheet, Treasurer’s Report, Fund Activity Report, Summary of Cash Activity, Check Register, Other Accounting Reports; Exporting Financial Data including Transactions, Accounts, Vendors, & A/R Clients

A202 - Accounting 202

Other Transactions: Transfers & Journal Entry; Recurring Transactions: Setting Up, Using, Editing; Corrections & Browsing Transactions Filter & Sort: Filter, Vendors/Payees, Group & Sort, Columns; Making Corrections, Marking a Bill as Paid; Manage Years: Change to another existing, Set New, View Year Information, Recopy Chart of Accounts from Prior, Update Begninning Balances, Close Accounting Year, Convert to Non-Calendar Year, Convert from Non-Calendar to Calendar Year

A203 - Accounting 203

Adjust Asset; Manual Payroll Journal Entry: Setting Up, Using, Editing; Voiding Checks; Prior System Checks; Bank Reconciliation

ACRV - Accounting Accounts Receivable

Invoices A/R Clients; Print Invoices; Design an Invoice; Collect Accounts Receivable; Print A/R Statements; Posting a Refund; Writing Off Uncollectable; Handling an NSF; Simple Invoice; Invoice with Payment Coupon; Statement

PAYROLL

PACKAGE: All Payroll Workbooks

P101 - Payroll 101

Accounting & Payroll Linking; 7 Steps to Successful Payroll: System Profile, Deductions, Allowances, Departments, Local Tax Wizard, Enter People incl Ind Contractors, Account # Setup; Calculate Payroll: Taxable Earnings Report, Pay Type Earnings Report, Deductions Report, Check Register, Post to Employee File, Check Printing, Transfer to Accounting, Transfer Audit Report

P102 - Payroll 102

Setting up Direct Deposit, Create EFT Prenotify File, Paying by Direct Deposit, Calculate Adjustment, Bonus Payment, Void Individual Pay, Reactivate for Reposting, Electronic Filing