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Getting Started

→ Setting up your organization
→ Importing from GnuCash
→ Connecting Planning Center
→ Inviting team members

Accounting

→ Chart of accounts setup
→ Recording transactions
→ Multi-currency guide
→ Understanding reports

Budgeting

→ Creating your first budget
→ Budget approval workflow
→ Variance reports explained
→ Fund-based budgeting

Claims & Reimbursements

→ Submitting expense claims
→ Travel per diem guide
→ Setting up approvers
→ Mileage calculations

Donors & Statements

→ Managing donor information
→ Generating statements
→ Planning Center sync setup
→ Statement templates

Integrations

→ PayPal connection guide
→ Bank import setup
→ Troubleshooting sync issues
→ Managing API connections

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