One Church Software

Training video session covering the accounting module.

Training Video for Accounting Module

Describes differences between contributions and accounting modules and when you would use each one.

What is the difference between accounting and contributions?

Describes the purpose of the general ledger.

What is the general ledger?

Contains articles related to the financial accounting portion of the system.

Accounting

Step by step instructions on activating accounting for your account.

How do I enable Accounting?

Describes setting up the chart of accounts along with some best practices.

How do I set up my chart of accounts?

Describes what a fund is and how to manage them in the accounting system.

How do I manage the list of funds in accounting?

Describes how to set starting balances for funds and accounts.

How do I set starting balances?

Settings

Describes various ways, both automatic and manual, to get your banking transactions into One Church.

How do I import my bank transactions?

This article describes how to categorize bank transactions that were imported into the system.

How do I categorize imported bank transactions?

Describes how you can create banking rules to automatically categorize imported transactions.

How do I create banking rules to speed up the review process for imported transactions?

Describes the bank reconciliation process and why it is important.

How do I reconcile transactions with the bank?

Banking

Describes how to enter payments and deposits into account registers.

How do I work with account registers?

Describes how to move money between funds when the money is in the same account.

How do I transfer money between two funds in the same account register?

Describes how to add a journal entry to the general ledger.

How do I add a journal entry?

Register Entry

Describes the process of uploading your own designs for use when printing checks.

Can I use a custom design when printing checks?

Describes the process of printing checks for paying expenses.

How do I print checks?

Check Printing

Describes how to add, edit, and delete transactions in your accounts payable.

How do I manage my accounts payable?

Describes how to enter a payment that was done on a payable.

How do I record a payment for an accounts payable?

Accounts Payable

Describes how to add, edit, and delete transactions in your accounts receivable.

How do I manage my accounts receivable?

Describes how to enter a payment that was received offline for a customer invoice.

How do I record an offline payment for an accounts receivable?

Accounts Receivable

Describes how to design a budget in accounting.

How do I create a budget?

Budgeting

What accounting reports are available?

Reporting

Describes how to import register entries into the accounting module.

How do I import register entries into accounting?

Importing Data

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