Essential Skills for Church Office v6 (Free for PCP clients; $79 Non-PCP)
(1 hour 42 Minutes)
- Learn how to enter new families and members
- Add families that have already been entered in another PDS Office program
- Lookup existing information
- Delete information that is no longer needed
- Work with keywords
- Use the Listing Screen and Easy Lists
Reports Level 1 Church Office v6 (Free for PCP clients; $79 Non-PCP)
(1 hour 25 Minutes)
- Learn how to run reports included with the program
- Learn the basic steps in the Report Wizard
- Learn how to setup styles associated with the different types of reports
- Learn how to make basic selections using a variety of selection techniques
End of Year Church Office v6 (Free for PCP clients; $79 Non-PCP)
(1 hour 45 Minutes)
- Learn how to prepare for End of Year by creating checklists
- Learn how to utilize the End of Year and New Year processes
- Print the End of Year statement
- Customize the End of Year statement
Essential Skills for Church Office v5 (Free for PCP clients; $79 Non-PCP)
(1 hour 20 Minutes)
- Learn how to enter new families and members
- Add families that have already been entered in another PDS Office program
- Lookup existing information
- Delete information that is no longer needed
- Work with keywords
- Use the Listing Screen
Church Office v5 Funds (Free for PCP clients; $59 Non-PCP)
(1 Hour 25 Minutes)
- Learn how to setup funds in the Church Office program
- Create fund periods, groups, and activities
- Use the different function types
- Add funds to families
- Enter payments and donations
- Utilize the extra steps involved in running financial reports
Church Office v5 Installation & Conversion Tutorial (Free for PCP clients; $59 Non-PCP)
(1 Hour 10 Minutes)
- Learn how to install PDS Church Office
- Convert your existing data from PDS Census/Contribution version 17
- Understand what needs to be done before and after the conversion
- Configure the program for use on a network and share data with other PDS Office programs
Church Office v5 Quick Postings & Processes (Free for PCP clients; $59 Non-PCP)
(1 Hour 30 Minutes)
- Learn how to efficiently enter information for families, members, and funds using the various quick posting processes
- Make changes to large amounts of data using these processes
Church Office v5 Reports & Selections (Free for PCP clients; $59 Non-PCP)
(1 Hour 45 Minutes)
- Learn how to run lists, letters, labels, rolodex cards, and data exports
- Create your own simple reports
- See how to print any type of report for just a selected group of families, or members
Church Office v5 End of Year (Free for PCP clients; $59 Non-PCP)
(1 Hour 20 Minutes)
- Learn how to create a checklist for end of year processing and new year fund setup
- Review the end of year processes and the processes for setting up new fund periods
- Print tax statements
- Customize the end-of-year letter
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Essential Skills for Formation Office v6 (Free for PCP clients; $79 Non-PCP)
(2 hours 3 Minutes)
- Learn how to enter new families and members
- Add families that have already been entered in another PDS Office program
- Lookup existing information
- Delete information that is no longer needed
- Work with keywords
- Use the Listing Screen and Easy Lists
- Learn how to setup quick access to your favorite locations in the program
Reports Level 1 Formation Office v6 (Free for PCP clients; $79 Non-PCP)
(1 hour 30 Minutes)
- Learn how to run reports included with the program
- Learn the basic steps in the Report Wizard
- Learn how to setup styles associated with the different types of reports
- Learn how to make basic selections using a variety of selection techniques
Essential Skills for Formation Office v5 (Free for PCP clients; $79 Non-PCP)
(1 Hour 10 Minutes)
- Learn how to enter new families, parents/guardians, students, and Catechists
- Add families that have already been entered in another PDS Office program
- Lookup existing information
- Delete information that is no longer needed
- Work with keywords
- Use the Listing Screen
Formation Office v5 Funds (Free for PCP clients; $59 Non-PCP)
(1 Hour 15 Minutes)
- Learn how to setup funds in the Formation Office program
- Create fund periods, groups, and activities
- Use the different function types
- Add funds to families
- Enter tuition and fees
- Utilize the extra steps involved in running financial reports
Formation Office v5 Quick Posting & Processes (Free for PCP clients; $59 Non-PCP)
(1 Hour 25 Minutes)
- Learn how to efficiently enter information for many families, parents/guardians, students, catechists, and funds using the various quick posting processes
- Make changes to large amounts of data using these processes
Formation Office v5 Reports & Selections (Free for PCP clients; $59 Non-PCP)
(2 Hours)
- Learn how to run lists, letters, labels, rolodex cards, and data exports
- Create your own simple reports
- See how to print any report for just a selected group of families, parents/guardians, students, or catechists
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Essential Skills for School Office v6 (Free for PCP clients; $79 Non-PCP)
(2 hours 38 Minutes)
- Learn how to enter new families, parents/guardians, students, teachers and class schedules
- Add families that have already been entered in another PDS Office program
- Look up existing information using the Search Utility
- Delete information that is no longer needed
- Work with keywords
- Use the Listing Screen and Easy Lists
- Learn how to set up quick access to your favorite locations in the program
Reports Level 1 School Office v6 (Free for PCP clients; $79 Non-PCP)
(1 hour 25 Minutes)
- Learn how to run reports included with the program
- Learn the basic steps in the Report Wizard
- Learn how to setup styles associated with the different types of reports
- Learn how to make basic selections using a variety of selection techniques
Essential Skills for School Office v5(Free for PCP clients; $79 Non-PCP)
(1 Hour 40 Minutes)
- Learn how to enter new families, parents/guardians, students, and teachers
- Add families that have already been entered in another PDS Office program
- Lookup existing information
- Delete information that is no longer needed
- Work with keywords
- Use the Listing Screen
School Office v5 Funds (Free for PCP clients; $59 Non-PCP)
(1 Hour 10 Minutes)
- Learn how to setup funds in the School Office program
- Create fund periods, groups, and activities
- Use the different function types
- Add funds to families
- Enter tuition and fees
- Utilize the extra steps involved in running financial reports
School Office v5 Grades-Report Cards-Grade Book Interface (Free for PCP clients; $59 Non-PCP)
(1 Hour 10 Minutes)
- Learn how to enter grades (marks) for specific subjects to the School Office program
- Export names to the Grade Book
- Import marks from the Grade Book program
- Print report cards
School Office v5 Quick Posting & Processes (Free for PCP clients; $59 Non-PCP)
(2 Hours 5 Minutes)
- Learn how to efficiently enter information for families, parents/guardians, students, teachers, and funds using the various quick posting processes
- Make changes to large amounts of data using these processes
School Office v5 Reports & Selections (Free for PCP clients; $59 Non-PCP)
(1 Hour 5 Minutes)
- Learn how to run lists, letters, labels, rolodex cards, and data exports
- Create your own simple reports
- Print any report for a selected group of families, parents/guardians, students, or teachers
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Office — General
Advanced Report Writer for Church, School and Formation Office v5 ((Free for PCP clients; $59 Non-PCP)
2 Hours)
- Learn how to create advanced lists, letters, and labels using the Advanced Report Designer
- Work through practical examples of designing reports from scratch and using the templates features
Sharing Data Between Church-Formation-School Office v5 (Free for PCP clients; $59 Non-PCP)
(50 Minutes)
- Review configuring the program for use on a network to share data with other PDS Office programs
- See how to add families that have already been entered in another PDS Office program (shared database environment)
- Explore the use of the Quick Add feature that allows you to quickly setup a new program in an existing database (for example, add the Formation program to an existing Church Office database)
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Ledger Basic Data Entry (Free for PCP clients; $59 Non-PCP)
(1 Hour 25 Minutes)
- Learn how to add, lookup, delete, and work with keywords
- Utilize the listing screen and all transactions
Ledger Reports & Selections (Free for PCP clients; $59 Non-PCP)
(2 Hours 10 Minutes)
- Learn how to run various accounting and vendor reports and data exports
- Create your own simple reports
- See how to print any report for a selected group of accounts, vendors, or income sources
- Explore the options available for the Balance Sheet and Income Statement
- Learn how COA Groups can be utilized
Ledger End of Fiscal Year (Free for PCP clients; $59 Non-PCP)
(40 Minutes)
- Learn how to create a checklist for end of fiscal year processing and new fiscal year setup
- Post Journal Entries, Depreciation and run Bank Reconciliation
- Close of Month and Close Fiscal Year
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Payroll Basic Data Entry (Free for PCP clients; $59 Non-PCP)
(1 Hour 40 Minutes)
- Learn how to add, lookup and delete employers, taxes and employees
Ledger / Payroll End of Calendar Year (1099's-W2's-etc.) (Free for PCP clients; $59 Non-PCP)
(1 Hour 15 Minutes)
- Learn how to close the payroll year
- Perform the End-of-Year backup
- Print W-2's and 1099's for both vendors and employees
- Reprint W-2’s
- Submit electronic W-2's
- Print payroll reports for the previous year (after the close)
- Close of Fiscal Year (only if fiscal year ends in December)
Ledger/Payroll Reports & Selections (Free for PCP clients; $59 Non-PCP)
(1 Hour 45 Minutes)
- Learn how to run lists, letters, and labels for employees
- Print paychecks and monthly, quarterly and yearly reports
- Print reports for all or a selected group of employees
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Facility Scheduler Basic Data Entry (Free for PCP clients; $59 Non-PCP)
(2 Hours)
- Learn how to add, lookup, and schedule facilities, organizations, and events
- Schedule one-time events, recurring events, and event packages
- Check availability, view conflicts, and print calendars
Facility Scheduler Reports & Selections (Free for PCP clients; $59 Non-PCP)
(2 Hours)
- Learn how to run lists, letters, and calendars for events, organizations, and facilities
- Print reports for all or a selected group of events, organizations, or facilities
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