Now You Can Watch IconCMO Training Videos Anytime!

This post was last updated on February 20th, 2024 at 09:24 am.

Earlier this year, we surveyed our customers. Many of you told us you have full-time jobs and just work part time or volunteer at the church during the evenings and on weekends so it doesn’t work with your schedules to attend the training webinars during the day. A lot of you also mentioned the hour-long training sessions can get a bit overwhelming – especially when covering fund accounting.

We have been working on recording shorter training videos that you can watch on your own time, at your own pace. Below is a list of some of the instructional videos we currently have available for IconCMO. We are planning to add more in the near future!

Donations:

Creating Donation Funds and Entering Pledges

Changing the Fiscal Year and Assigning Donor Numbers

Creating and Editing Donation Batches

Donation Transfers

Donation Year End Processing

Fund Accounting:

How to Add a General Ledger Account

How to View or Print the Chart of Accounts

How to Transfer All Transactions from One General Ledger Account to Another

How to Setup, Modify, and Delete Accounting Fund

How to Close or Re-Open an Accounting Fund

To access IconCMO training videos in the support forum*:

1. Sign in to IconCMO.

2. Go to the ‘Videos’ menu in the upper-right-hand corner.

3. Select the category you would like to see videos for.

4. Click on the title of the video you wish to watch.

You can also directly access any of the how-to videos by searching in the support forum for the post number listed after each title.

Our main ‘Training Links’ can be found – organized by module – when clicking the help button in the upper left corner of the home screen in IconCMO. The home screen should always open as soon as you are signed into IconCMO, or you can go to Organization: Setup: Home.

What would you like to learn next?

Please feel free to leave a comment below with your ideas for future training videos!

Check out our blog 7 Ways to get help with IconCMO for more help resources!

*Please note: Only IconCMO customers have access to the support forum. If you have signed up for a free 30-day trial of IconCMO , you can also view the training videos. Additional overview videos can be found by visiting our YouTube channel.