Recording Sunday Giving

To record your Sunday giving you will need to go to the Finances module by clicking the icon at the top of the dashboard, or selecting it from the dropdown menu.

On the menu on the left hand side, click on event finance.

This will bring up a calendar in the middle of the screen. Click on the date for which you are recording your offering.

The events that took place on that date will appear below the calendar, select the relevant event.

This brings you to the event summary page which will not contain much information, initially.  At the top you will see 3 tabs; Summary, Banking and Transactions, click the 'Banking' tab.

In this section you can account for any money that has been put into the offering bowl. Simply enter the amount that has been given for each denomination. When you have finished click the 'Save' button at the bottom.

If you go back to the Summary page now, you will see this amount has been added to the Sources section on the left hand side.

Next, click the 'Transactions' tab, then click on the 'Input Transaction' button on the top right to open up the New Transactions window.

At the top you can set a default designation, for this offering, and a default source. You may wish to do this if you know most of the gifts have the same designation and source, these sections will, then, be automatically populated for each transaction.

To complete the first transaction, start typing the name or giving id of the person who has given the first offering, in the 'Giving ID' box. When they appear in the list below, click on them. If they do not yet have a giving id, you will first need to add one using the 'Add Giving ID' button in the top right of the window.

Then complete the designation and source. If the giver has given permission to gift aid their offering then select this button.

 

If the source is a debit or credit card, you can process this manually by clicking on the button on the right hand side in the card column at the end. You will notice that when this window opens up the address will be automatically completed for you as this had already been set up with their Giving ID. The circle in the card column will go green when this transaction has been successfully processed.

When you have completed the first transaction, click on 'New Row' to add the next one. Repeat the process until you have inputted all the giving from this event. Then click 'Add Transactions' at the bottom of the screen.

If you now go back to the first tab, 'Summary', you will see the breakdown of the sources of income and a record of how much cash is accounted for and unaccounted for.