Accounting Roles

Learn how to delegate roles to your accounting staff.

1 min 12 sec

Accrual Accounting

Learn how to set up accrual accounting as the basis for your general ledger.

59 sec

Account Segments

Account segments are essential building blocks for organizing your chart of accounts.

40 sec

Integrations

Integrate Accounting with your Realm or MinistryPlatform ChMS to reduce manual entry of deposits.

1 min 08 sec

Add the Congregant as a vendor.

In this video, we show you how to create a vendor, and if that vendor is already in your database as a congregant, you can save time by using the existing profile.

1 min 08 sec

Merge Vendors & Employees

See how to merge similar or duplicate records.

1 min 04 sec

ACH for Vendors

Pay Vendors through ACH. Set up a bank's direct deposit information as well as a vendor's. When you pay through ACH, a process displays for you to print ACH stubs and download a .txt file that you can upload to your bank.

Add ACH to a Bank Account, Set up a Vendor's Direct Deposit Information, Generate ACH Payments,

40 sec