Our development team has been hard at work making a number of improvements to Church360° Ledger that all came as direct feedback from you, our customers. Improvements have been made to summarize Asset accounts and add a filter in the Reconciliation view, expand memos on transactions, and improve the filters on the General Ledger report.
Reconciling an Account in Church360° Ledger
When managing church finances, it’s important to regularly reconcile your asset accounts with the statements you receive from your financial institutions. Church360° Ledger makes it easy to do that with its simple reconciliation process.
Training Webinars: Financial Reports
This week we hosted one training webinar for Church360° Ledger. Watch the video below to learn more about how to utilize financial reports.
Training Webinars: Entering Checks and Setting Your Budget
This week we hosted two training webinars for Church360° Ledger. Watch the videos below to learn more about checks, payees, and setting your budget.
Training Webinars: Setting Up Your Account and Entering Transactions
This week we hosted two training webinars for Church360° Ledger. Watch the videos below to learn more about setting up your account and entering transactions.
Church360º Ledger Trainings in September
We have a variety of Church360º Ledger training webinars coming up in September! Check out the schedule below to view topics, dates, and times.
Updates to Budgets
We've updated the budgets to full-screen views. You can also export, copy, and paste budget figures from Excel to Church360° Ledger.
Updates to Beginning Balances
We've updated way that beginning balances function in Church360° Ledger. This change will on be relevant to our new customers or customers who have not yet reconciled any of their Asset accounts.
Updates to Permission Roles
We've updated the way permission roles function in Church360° Ledger.
New, Refreshed Design
We’ve refreshed Church360° Ledger by updating the navigation icons, optimizing page layouts, and making other improvements to the design throughout the software.
Improved Reconciliation Mode
We’ve updated the reconciliation mode in Church360° Ledger.
New Help System
This week, we’re rolling out a brand new help system in Church360° Ledger called the Information Center.
Is Your Budget Ready For 2015?
If your church operates on a fiscal calendar year, it’s time to finalize your 2015 budget. While entering a budget is not required, it is quite helpful—and Church360° Ledger makes it easy.
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Retrace Your Steps with Secure Event Log
The Event Log is used to keep track of everything that happens in Church360° Ledger. This feature provides detailed records of all your activities in case you ever have a question of who did what when. You can access the Event Log under the Reports section of the navigation.
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Recent Software Updates
As the number of Church360° Ledger customers grows, we receive more helpful user feedback! As a result of that feedback, we’ve made the following bug fixes and enhancements to Church360° Ledger over the last few months:
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How to Use Restricted Funds
When offerings are given for specific purposes, it is required that these dollars are spent for that purpose only. In order to properly track these gifts and prevent them from accidentally being spent, they should be tracked separately in your Chart of Accounts.
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How to Reconcile Transactions
Just as it is important to balance your personal checking account to ensure the accuracy of your monthly bank statement, it is equally as important to reconcile your church’s asset accounts with their bank statements.
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Editing Transactions
It’s bound to happen: You’re adding a transaction, you make a typo, and you don’t realize it until after you have saved the transaction.
When we developed Church360° Ledger, we wanted to make it easy to correct mistakes but difficult for anyone with ill intentions to manipulate actual transactions. We came up with a solution: give users an experience of changing a transaction, but create a new offsetting transaction in the background.
Writing and Printing Checks
Writing Checks
- Click "New Transaction" and select "Check."
- Enter the Memo of the check. This is optional but is highly recommended for reference purposes.
- Choose the date of the check. This should be the date that you print the check.
- Select your payee. If this is a new payee, type their name and the payee will be created. You can add contact details later.
- Enter your check number. This is optional as well. If you don’t know the check number, leave it blank and it will be auto-generated for you at the time of printing.
- Choose your asset account. The list will only show any Asset accounts that have been selected as checking accounts.
Customizing Reports
Every treasurer has their own preferences and likes to report specific information to the church. Because of this, the reports in Church360° Ledger have been built to be tailored to meet your individual needs.
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Get Your Budget Ready for the New Fiscal Year
If you start your fiscal year in July or August, now’s the time to start thinking about next year’s budget! While entering a budget is not required, it is quite helpful. Church360° Ledger makes it easy.
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Keep Ministry Leaders Up-to-Date on Their Budgets
Have your ministry leaders ever exceeded their budgeted expenses because they didn’t know how much they had spent? That won't be a problem with Church360° Ledger!
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Import Offering Deposits and Update Your Gravatar
Import Offering Deposits from Church360˚ Members
Do you use Church360˚ Members? Take advantage of how well the program integrates with Church360˚ Ledger!
