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.
SAVE 20% when you buy Downloadable Workbook Packages!
Below is a listing of each books and a listing of major topic contents.
All Workbooks have been written and edited for Church Windows v21. If any reference to a previous version exists, that indicates no change to that part of the program. You'll always and only have the most recent workbooks available here!
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 for use in another software
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; Membership Chart/Graph Dashboard
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; Pictorial Directory
EMailCW - Emailing from Church Windows
Entering Email Addresses, Setting Up Email Settings, Emailing from Membership & Donations, Emailing Reports & Donation Statements
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
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; Donations Chart/Graph Dashboard
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 including Giving/Pledging tab, Givers tab, Accounts tab, Sort tab, Options tab; Statement Designer; Lists & Labels: List Account Balances, Labels; Sample Tri-fold Mailer & Sample Window Envelope Statement
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
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; Health Insurance Benefit; 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; Reprint Check Stubs; Renumber Checks; Verifying FUTA & SUTA Info
P102 - Payroll 102
Setting up Direct Deposit: Create & Copy EFT Prenotify File; Paying by Direct Deposit; Calculate Adjustment, Posting Accrued Vacation/Sick Leave; Bonus Payment, Void Individual Pay, Reactivate for Reposting, Calculate Group Term Life Taxes; Payroll Reports: Earnings, Deductions, Quarterly 941, Annual 944, W-2 Forms; Employer-Sponsored Group Health Benefit Coverage; Electronic Filing: SSA E-Filing, Nelco Wage Filer