Jordan Bogart
Articles
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Syncing with Church360° Unite
The Church360° Unite Utility sends certain Membership information to Church360° Unite, and receives back any changes made by church members via the church’s Church360° Unite website, so that your S...
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Envelope Renumbering Process
Renumbering Envelopes is a multi step process that breaks down into two parts. The first part, which will be covered in this article, should be performed first, and typically, this part will be per...
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Fund Summary
This report breaks down Offerings by Contributions Fund, Total Pledged, and Total Unpledged for a date range. For the year end, it's best to run this for the entire year, so you can get a full pict...
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Attendance by Event and Year
Seeing your Attendance by Event over the course of a year, can be a helpful thing to see at year end, as this can let you see what events are attracting visitors and what your highest attended even...
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Adding Next Year's Budgets
Budgets are a projection of how much you expect to earn or spend within a fiscal year. A good time to enter your budget for your next fiscal year is typically before your new fiscal year starts, bu...
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Running the Finance Clean-up Utility
The Clean-up utility helps you purge old records from your data. For this reason, it’s recommended that you only run this after the year end is complete to ensure the proper information is purged, ...
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Ministry Task Manager
Improve church communication without adding stress to already busy days with Ministry Task Manager, a feature that gives you a simple place for your all your ministry to-dos. With Ministry Task Man...
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Establish Funds
The first step is planning the number of funds you will have. Many churches use only one fund, while others have several. Just remember that funds are separate sets of books and accounts (including...
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Pledges
Though not required, many churches use a system of pledges. These are commitments made by contributors to give a certain amount over a certain time period in specific increments (weekly, monthly, a...
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Transactions
All financial activities for a congregation are called transactions. These fall into three categories. Deposits Any receipt of money that is deposited in the bank is a deposit. To create a deposit,...