Donations are tracked as transactions. A transaction can stand on its own or be linked to a person or business profile, and every transaction lives inside a batch. To add transactions, first create a new batch or open an existing one. From inside the batch, add transactions one at a time or import them in bulk.

1. From the left-hand navigation, select Contributions > Batches and open the desired batch.

2. Click + Add Transaction on the batch page, or open the Actions menu in the top right and select + Add transactions.

3. The Add Transaction window opens. Fill in the fields described below, then click Save.

- Date - the date the contribution was given.

- Payment Method - the method used for the transaction. Some fields change based on the value chosen. For example, when the method is Check, the following fields appear:

- Routing Number - the bank routing number.

- Account Number - the account number at the bank.

- Check # - the check number.

A transaction can be credited to a person profile, to a person without a profile, or to a business. A transaction with no assignment is logged as anonymous and is not included on any giving statements.

The system supports several search modes for the assignment field.

- Payee / Donor - the default search mode. Type a name to search for matching person or business profiles. Business profiles show a business icon next to the name.

If the profile is not found, select Person not found, click to add to add a new profile inline. Once saved, the new profile is assigned to the transaction.

- Check Reader - requires a connected check reader. The reader captures the routing number, account number, and check number only — it does not perform remote deposit, read the donor's name, or save a check image. After the check is scanned, assign a profile; the system remembers it for future scans of the same account. For remote deposit setup, see How do I enable remote deposit, and is there a cost?

- Envelope Number - search by envelope number. If more than one person matches the number given, choose which to assign.

To assign a donation without a profile, click the Does not have a profile check box under the search bar with Payee / Donor selected.

A Payee Details area appears for the donor's name, address, email, and phone number.

This section contains the designations and the amount being contributed to each. Use the + button to add another designation and the x button to remove one. The sum of all designations appears at the bottom of the section.

The Tax Deductible (TD) checkbox is pre-set based on the tax-deduction option in the designation's settings (see Contributions > Settings). This can be overridden for an individual transaction.

Click the More Fields button to reveal additional optional fields.

- Confirmation # - an optional reference number for the transaction.

- Notes - any notes or memo information to record with the transaction.

- Files - images or documents to attach, such as a scanned check or a receipt.

1. From the batch page, open the Actions menu in the top right and select Import transactions.

2. Upload a CSV file containing the transactions to import. The file must include column headers.

3. Map each column in the CSV to a field on the transaction record. Fields marked with an asterisk (*) are required.

4. Click Import. If there are no errors, the batch refreshes with the new transactions. Imported transactions are created with a status of Paid.

- Date - the date of the transaction. If empty, the current date is used.

- Amount - the amount given. Required.

- Person ID - the ID of the person in One Church Software, visible in the profile URL. Person IDs change when profiles are merged — assigning envelope numbers instead is more durable.

- Full Name - the donor's first and last name.

- Email - the donor's email address.

- Phone - the donor's phone number.

- Envelope # - envelope number assigned to the donor.

- Confirmation - the transaction confirmation number.

- Check Number - the check number, when the payment method is Check.

- Method - the payment method. If empty, Credit Card is used. A method that doesn't already exist will be created.

- Designation - the designation the transaction is for. Required. A designation that doesn't already exist will be created.

- Business - the business the transaction is credited to, if any.

- Notes - any notes to import with the transaction.

- Designation Memo - a memo for the designation line item. This memo prints on the donor's giving statement, so map any text that needs to appear there to this field rather than to Confirmation or Notes.

- Include Notes on Giving Statement - whether the transaction's Notes appear on the donor's giving statement.

- Street Address, City, State, Postal Code - the payer's address fields.

- Additional importable fields include Fees, Tax Deductible, Batch ID, and Batch Name.

How do I create a batch?

How can I view open and pending batches?

How do I enter an in-kind contribution?

How do I enable remote deposit, and is there a cost?