Jordan Bogart
Articles
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Statement of Functional Expenses
The Statement of Functional Expenses provides you with a breakout of expenses by minor group, and optionally by account, organized into the account groups you set up in Advanced Report Settings. Be...
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Add/Edit Recurrent Payments
There are two ways to create recurrent payments. This article will walk through both methods, as well as walking through how to edit already existing recurrent payments. Any payment can be made int...
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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...
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Add/Edit Pledge
In order for offerings given towards a pledge to count for a pledge, the pledge record must be recorded first. The article below walks through how you can add and edit pledge records. Note: If a co...
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Statistics: Denomination Specific Report: Presbyterian - PCA
The Presbyterian Statistical Report—PCA is exclusively used by the PCA churches. This report has been designed specifically to meet the annual reporting needs of and follows the reporting specifica...
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Repeating Task
Templates are an essential part of the Task Manager. A task template is used to create repeating tasks and save all of your settings for later use. There are two types of repeating tasks: a task ba...
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Officers
The Officers view in the Church Register section of the Membership module is a place where you can enter data on a person who holds an official position at your church. The position held is usually...
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Statement of Financial Position
The Statement of Financial Position report provides a summary, by account grouping, or by individual accounts, of your Asset, Liability and your Net Asset accounts over the selected year and the pr...
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Awards
Awards are funds provided by donors to be provided to AR Accounts to pay for items/fees your church has. Typically, these take the form of scholarships in a school setting, but they could be used i...
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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...