Accounting

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

21 articles in this collection
Written by Jorge and JR

Training Video for Accounting Module

Training video session covering the accounting module.

Written by JR
Updated over a week ago

What is the difference between accounting and contributions?

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

Written by Jorge
Updated over a week ago

What is the general ledger?

Describes the purpose of the general ledger.

Written by Jorge
Updated over a week ago

Settings

How do I set up my chart of accounts?

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

Written by Jorge
Updated over a week ago

How do I manage the list of funds in accounting?

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

Written by Jorge
Updated over a week ago

How do I set starting balances?

Describes how to set starting balances for funds and accounts.

Written by Jorge
Updated over a week ago

Banking

How do I import my bank transactions?

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

Written by Jorge
Updated over a week ago

How do I categorize imported bank transactions?

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

Written by Jorge
Updated over a week ago

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

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

Written by Jorge
Updated over a week ago

How do I reconcile transactions with the bank?

Describes the bank reconciliation process and why it is important.

Written by Jorge
Updated over a week ago

Register Entry

How do I work with account registers?

Describes how to enter payments and deposits into account registers.

Written by Jorge
Updated over a week ago

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

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

Written by Jorge
Updated over a week ago

How do I add a journal entry?

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

Written by Jorge
Updated over a week ago

Check Printing

Can I use a custom design when printing checks?

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

Written by Jorge
Updated over a week ago

How do I print checks?

Describes the process of printing checks for paying expenses.

Written by Jorge
Updated over a week ago

Accounts Payable

How do I manage my accounts payable?

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

Written by Jorge
Updated over a week ago

How do I record a payment for an accounts payable?

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

Written by Jorge
Updated over a week ago

Accounts Receivable

How do I manage my accounts receivable?

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

Written by Jorge
Updated over a week ago

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

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

Written by Jorge
Updated over a week ago

Budgeting

How do I create a budget?

Describes how to design a budget in accounting.

Written by Jorge
Updated over a week ago

Reporting

What accounting reports are available?

Lists available reports in accounting.

Written by Jorge
Updated over a week ago