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 the newest Church Windows v20.17.0 which contains major enhancements to the Membership module. If any reference to Version 19 exists, that indicates no change to 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
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
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