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.

- 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?