Account Manager

Accounts

Account List

Add New Account

This form requires administrative access.

Funds

Fund List

Fund Activity Report

Add New Fund

This form requires administrative access.

Transactions

Record New Transaction                                                                     

Open the Church Calculator

Add New Recurring Transaction

View Active Recurring Transaction

All Transaction Report

Financials


Balance the Acccount

Income Statement

This report requires administrative access.

Expense Report

This report requires administrative access.

Balance Sheet

This report requires administrative access.

Taxes

View/Edit Contributions

 

Add New Contribution

Taxable Distributions

 

Administration

Payees/Payors

View/Edit Payors/Payees – This list will appear in the TRANSACTION NAME dropdown when entering a new transaction.

Add New Payor – Source of Income

This form requires administrative access.

View/Edit Account Users

This operation requires administrative access.  You can edit user information and reset their passwords, as well as grant or remove admin access.

Add New Account User

This operation requires administrative access.