Before you begin
Sign in to your church workspace with permission to manage this area. Available tools depend on your plan and church configuration.
Follow these steps
- Open Accounting and review the current year, accounts and fund balances.
- Check transactions and their allocations before entering or correcting records.
- Use the reconciliation view to compare an account with its statement.
- Review the relevant financial reports and budget with the person responsible for the church’s books.
Check your opening position
Confirm opening balances, dates and fund allocations before relying on reports. A giving import does not replace a reviewed accounting setup. Ask your church’s qualified financial adviser to confirm its accounting and reporting requirements.
By Moriah LLC, makers of ChurchFoundry · Reviewed