One Church Software

Describes how to categorize bank transactions that were imported into the system.

How do I categorize imported bank transactions?

Describes how to 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

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One Church Home

Mobile App

Online Giving

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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