Banking
4 articles
How do I import my bank transactions?Describes various ways, both automatic and manual, to get your banking transactions into One Church.
How do I categorize imported bank transactions?Describes how to categorize bank transactions that were imported into the system.
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.
How do I reconcile transactions with the bank?Describes the bank reconciliation process and why it is important.