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Year End Tax Season

13 January 2022 Joel-Kristenson

For our nonprofit customers, it's that time of the year again.  The resources below will provide a nice refresher on how to create and send a year-end tax statement.
Video: https://www.youtube.com/watch?v=MUVSUTciwaU
Article: https://www.trailblz.com/kb/?action=view&kb=313&cat=0&qq=tax

Two Tips: Cycle Updates & Microsoft Word Integration

04 January 2022 Joel-Kristenson

Happy New Year!

Here are two quick tips:

- Many organizations will need to update your default calendar cycle in the database: https://www.trailblz.com/kb/?action=view&kb=312&cat=0&qq=cycle

- We recently put out an integration with Microsoft Word for mail-merge purposes.  This video shows how it works: https://www.youtube.com/watch?v=qhxj0ztvUAc

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