Jordan Bogart
Articles
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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...
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Add/Edit Transactions
Transactions are what allow you to charge your AR Accounts for the fees and items that they have purchased. This article will walk through the creation of these transactions. Please note that you n...
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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...
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Add/Edit Receipt
A receipt represents any money that is being received by the church. Typically, this takes the form of a deposit. In order to represent these actions a receipt transaction must be created. In a rec...
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Start using the Next Year envelopes
This is the second half of the Envelope Renumbering process, which takes place after the beginning of your new year. If you have not renumbered your envelopes yet, please check out the "Renumber Ne...
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Giving by household/giver/fund
The Giving by household/giver/fund report is a versatile report that can show you giving totals by household, by contributor broken down by fund, or by fund broken down by giver. This report is hel...
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Import from Vanco
The Vanco eGiving (EFT) import utility connects to Vanco through a web service and downloads the electronic offerings given within a specified date range. This import process protects against dupli...
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Sum by contributor, fund, year
The Sum by contributor, fund, year report is a view that will show you contributions from each contributor, to each fund, for each year they gave. Every Contributor/Fund/Year combination gets its o...
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Add Completed Touchpoint
Adding a completed touchpoint takes place on the Touchpoints view. You would add a completed touchpoint any time you have made contact with someone in your congregation in an official capacity and ...
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Subgroups by Person
The Subgroups by Person report will let you pick a particular group, subgroup or list, and look at each individual in that list and provide you with each subgroup each person on that list is on. Th...