Video Library

Video Library
  • Product Updates Webinar: June 18, 2025

    In this webinar, we demo the future of Balance exports and reporting, discuss updates driven by customer feedback, and touch on updates to our Impact stewardship reporting product.

     

    Use this link to view the recording! 

  • Expendable Funds Webinar: June 26, 2024

    In this webinar, we discuss tracking expendable funds in your Balance database using the Expendable Funds module.

     

    Use this link to view the recording!

  • Imports & Audit Logs Webinar: July 31, 2024

    In this webinar, we discuss using imports in the new Balance platform. We dive into the new import templates and their various uses, errors and troubleshooting, etc.

    We also discuss various audit logs available in Balance.

    Use this link to view the recording!

    For more info on imports, check out this collection of articles: Import/Export

  • Reporting Webinar: Oct 9, 2024

    In this webinar, we discuss the Manage Filters feature along with other new features related to reporting coming to the new Balance platform.

     

    Use this link to view the recording!