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Financial

  • Financial Setup & Settings

    Use the links below to find the specific answer to your questions Introduction Overview Whether you want to access your transactions, setup online giving or track your congreg...

    Jun 09, 2017
  • Chart of Accounts

    Use the links below to find the specific answer to your questions Introduction Purpose Chart of Account categories (COA categories) allow you to designate the specific fund or...

    Jun 05, 2017
  • Financial Statements

    Overview - This article is a How To for printing out statements whether they are giving or pledge statements. Privileges None - to generate your own individual statement Primary Contact or Spouse - to...

    Jun 12, 2017
  • Batches

    Purpose A batch is used to group together transactions for reporting and accounting purposes. You may use a separate batch for each day, week, bank deposit, or any grouping you wish. Privileges Full Fi...

    Feb 07, 2017
  • Financial Hardware Recommendations

    table, th, td { border: 1px solid black; border-collapse: collapse; } th, td { padding: 5px; text-align: left; } ^ Back to Top Overview These are our Financial hardware recommendations. Plea...

    May 26, 2017
  • Transactions

    Use the links below to find the specific answer to your questions When posting gifts to Church Community Builder, you will have the option to add transactions manually, via an import, or via Online Giving....

    Aug 08, 2016
  • Setting up a Pledge Campaign

    Select from the following list to learn about a particular piece of planning a pledge campaign or simply scroll through to read the entire article. Starting a Pledge Campaign Multi-Year Campaigns Opti...

    Aug 08, 2016
  • Pledges

    Use the links below to find the specific answer to your questions Introduction Getting Started A pledge can mean and function differently according to your church. It is impor...

    Aug 08, 2016
  • Transaction Import Settings

    The Financial Import feature (for Standard and Deluxe) is designed to be adaptable to a wide variety of bank transaction data formats. The first step, therefore, is to teach your software how to interpret the d...

    Aug 08, 2016
  • MICR Setup Instructions

    MICR Hardware Recommendations Using a MICR check reader is only available to churches with Standard or Deluxe. This article will explain how to set up your MICR scanner. If you want an overview of how...

    Aug 08, 2016

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