Essential Skills for Church Office ($39 PCP; $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 Funds ($29 PCP; $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 Installation & Conversion Tutorial ($29 PCP; $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 Quick Postings & Processes ($29 PCP; $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 Reports and Selections ($29 PCP; $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 End of Year ($29 PCP; $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 ($39 PCP; $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 Funds ($29 PCP; $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 Quick Posting and Processes ($29 PCP; $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 Reports and Selections ($29 PCP; $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 ($39 PCP; $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 Funds ($29 PCP; $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 Grades-Report Cards-Grade Book Interface ($29 PCP; $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 Quick Posting & Processes ($29 PCP; $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 Reports & Selections ($29 PCP; $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 (($29 PCP; $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 ($29 PCP; $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 ($29 PCP; $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 ($29 PCP; $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 ($29 PCP; $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 ($29 PCP; $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.) ($29 PCP; $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 ($29 PCP; $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 ($29 PCP; $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 ($29 PCP; $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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