Membership

• Membership: Getting Started, Adding People [Video]
• Membership: Subgroups and Reports [Video]
• Membership: Advanced Reports and Utilities [Video]

Attendance

• Attendance: Events, Records, and Reports [Video]

Contributions

• Renumbering Envelopes
• Contributions: Records & Statements [Video]
• Contributions: Vanco, Webtools & Reports [Video]

Finance

• Finance: Basic Principles and Chart of Accounts [Video]
• Finance: Vendors and Transactions [Video]
• Finance: Reconciliation and Reports [Video]
• Paycor File Import [Video]
• Paychex File Import [Video]
• Payroll Mate File Import [Video]

See all 8 articles

System Administration

• System Administrator - Setting up Shepherd’s Staff [Video]

Year-End

• Contributions and Attendance: Posting and Reporting for the End of the Year [Video]
• Membership and Scheduler: Updates and Reports for the End of the Year [Video]
• Finance: Year-End Reports and Utilities [Video]