Accounting
Income, expenses, budgets, requisitions, assets, vendors, bank accounts, ledger, funds and financial reports.
The Accounting pages
How to get there:FinanceAccounting
- Dashboard
- The church's money at a glance.
- Income
- Money coming in, including gifts recorded by hand.
- Expenses
- Money going out, with receipts.
- Budgets
- Plans for how much each area can spend.
- Requisitions
- Requests to spend money, for approval.
- Asset Management
- Equipment and property the church owns.
- Vendors
- Suppliers you pay.
- Bank & Cash
- Your bank accounts and cash on hand.
- Ledger & COA
- The general ledger and chart of accounts.
- Projects & Funds
- Money set aside for a purpose, such as a building fund.
- Financial Reports
- Statements for any period.
Recording giving
Online gifts are recorded automatically. Record cash, cheques or bank transfers by hand.
How to get there:AccountingIncome
- 1Open Accounting → Income and add an entry.
- 2Choose the giver, or mark it as anonymous.
- 3Select the type, for example Tithe or Offering, and the fund if needed.
- 4Enter the amount, date and payment method, then save. It appears in the giver's My Giving.
Expenses and requisitions
How to get there:AccountingRequisitions → Expenses
- 1Someone raises a request under Requisitions.
- 2Once approved, record the payment under Expenses, choosing the vendor and attaching the receipt.
- 3The balance updates in Bank & Cash and the budget.
Financial reports
Open Accounting → Financial Reports and pick the report and period.
How to get there:AccountingFinancial Reports
Important: Only staff with a finance or admin role can see Finance.
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