Jordan Bogart
Articles
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AR Payments
When an AR transaction is created for an AR account, that transaction eventually must be paid by that AR account. The AR Payments grid is where the payments made to fulfill these transactions are c...
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Transactions
Transactions are the way you can charge your AR accounts for the various fees or items that they have purchased with your organization. Transactions must be generated before payments can be process...
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Students/Children
The Students/children tab of the Receivables section of the Finance module allows you to review all the children associated AR accounts. These records are associated with the Membership module of S...
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Budget Dedicated Accounts
Budgeting provides a projection of what's to come for your church financially. Budgeting dedicated accounts is something that some churches may choose to do or not, depending about how the money fr...
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Dedicated Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Dedicated Account Activity view can help you see all the transactions and see monthly totals for a particular Dedicate...
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Expense Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Expense Account Activity view can help you see all the transactions and see monthly totals for a particular expense ac...
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Income Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Income Account Activity view can help you see all the transactions and see monthly totals for a particular income acco...
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Equity Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Equity Account Activity view can help you see all the transactions and see monthly totals for a particular equity acco...
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Liability Account Activity View
Sometimes, it can be helpful to get a closer look at a particular account. The Liability Account Activity view can help you see all the transactions and see monthly totals for a particular liabilit...
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All Accounts View
The All Accounts View presents your chart of accounts in a grid format, providing information beyond just the name and account number. This view is helpful for getting a more detailed overview of y...