Click on the TRANSACTIONS tab Click on the NEW CREDIT TRANSACTION sub-tab Select which FUND the deposit will be for Enter a TRANSACTION NAME (i.e. Church Offerings, Kid’s Kompass Contribution, etc.) The DATE will default to today’s date, but you can change it if you want. Enter in the deposit…
PAYORS are the sources of Credit Transactions. They might be contributors, donators, etc. Click on the ADMINISTRATION tab Select the PAYEES/PAYORS sub-tab Select ADD NEW PAYOR sub-tab Enter the NAME of the payor Enter any additional information about the payor Click on SUBMIT
PAYEES are the recipients of Debit Transactions Click on the ADMINISTRATION tab Select the PAYEES/PAYORS sub-tab Select ADD NEW PAYEE sub-tab Enter the NAME you wish this payee to be called (This is what will appear in the drop-down lists) Enter any additional information about the payee If you will…
Click on the TRANSACTIONS tab Click on the NEW DEBIT TRANSACTION sub-tab Select which FUND the debit will be under Enter the CHECK # if you have one Select the RECIPIENT from the drop-down list. (If the recipient isn’t in the list, see ADD A NEW PAYEE for instructions) The…