Financial Management Guide

Detailed instructions on managing contributions, processing pledges, and generating financial reports.

1. Recording Contributions

Accurately log tithes, offerings, and donations to ensure transparent financial tracking.

Bulk Offering Recording: Treasurers can record general, offline offerings collected during Sunday services in a single batch interface.
Individual Tithes: Specific member contributions made via cash or check can be manually entered and verified against the member's profile.
Online Giving Integration: Contributions made online through the Member Portal checkout are automatically recorded in the system without requiring manual entry.

2. Pledge Management

Track long-term financial commitments from members.

Recording Pledges: Record ongoing financial pledges made by members for specific funds, building projects, or campaigns.
Tracking Progress: Monitor the fulfillment of these pledges over time as members make their scheduled contributions.

3. Reporting & Statements

Generate official financial documents for both the church administration and individual members.

Member Giving Statements: Automatically generate PDF giving statements for members at the end of the fiscal year for tax or personal records.
Financial Health Reports: Export detailed income and contribution reports to review the overall financial health of the parish and assist with external audits.