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!
