Jordan Bogart
Articles
-
Reset Utility
The “Reset window sizes and settings” utility allows you to reset screen sizes, sort orders, and user preferences. This will allow you to return these items back to the system default if you have c...
-
General Ledger
The General Ledger report is a report that will show you for each account you include, that account's balance at the start of the time period you select, the change in that account, either summariz...
-
Add/Edit Accounts
The foundation of a church's accounting is a chart of accounts, and in order to create a chart of accounts, you must create various accounts that help you track the church's money. The steps below ...
-
Undo an envelope activation
When going into a new year, your church may renumber the envelope numbers your contributors use in advance of the new year. Once you run the "Start using the Next Year envelope" utility, those numb...
-
Envelope reference
The Envelope reference report can provide two different reports. The first of these is the Envelope cross-reference report. This report will show you a listing of all your envelopes that aren't ski...
-
Delete Contributor
When contributors are no longer being used, they are set to be “Skipped” and they get assigned an envelope number in the 10,000 range. It’s recommended that you leave these contributors there as th...
-
Gifts-In-Kind
Gifts-In-Kind represent all non-monetary gifts your church receives. The Gifts-In-Kind view shows all gift-in-kind records within a selected period of time. The Gifts-In-Kind grid will show you wh...
-
Funds
A Contribution Fund is any specific area of the church for which money is donated. Some churches may have over a hundred different Contribution Funds, while other churches may just have a few. Ther...
-
View the Person Archive
The Person Archive is where you can see any person you have deleted from the individual grid. This view gives you the opportunity to review who these people are, and if needed restore them back to ...
-
How can I get a list of everyone who contributed to a particular fund? [FAQ]
The easiest way to get a listing of everyone who gave to a particular fund is to use the Fund Statement/Analysis report. By using the "List -- by envelope" or "List -- by total given", you'll be ab...