When navigating to the Ledger portion of Church360° for the first time, users will be greeted with either a zero-state page containing the ability to start a financial book from scratch or import from a previous product or the Overview screen which is a snapshot of your church's finances. Currently, only Shepherd's Staff and Church360° Ledger site data can be imported.
For more information on importing into the Ledger module, please visit our articles on each import option.
Once a book has been imported or started, clicking the icon for Ledger will open the overview page of current balances and recent activity.
Ledger Navigation
At the top of the overview page, there are various tabs available for different views related to your financial records.
- Overview - The current view shows account balances and to-do items that might be outstanding.
- General Ledger - This view shows all transactions within a book.
- Chart of Accounts - This view shows all accounts within a book and their balances.
- Financial Reports - This view allows users to create, edit, or view customized reports regarding their financial records.
- Budgets - This view shows current and past budgets for all budgetable accounts.
- Recurring Transactions - This view shows all transactions marked to reoccur on a determined frequency basis.
Action Buttons
Near the top right corner of most views, there will be buttons available for specific tasks related to the records and settings in the view.
In the Ledger Overview, there are options to select a book, create a new transaction, or search the Ledger portion of Church360°.
- Book Selector - Clicking the name of the current financial book will allow users to switch to another book if one exists. If Ledger only holds one book, this area is non-responsive. New books can be created from the Books view under Settings.
- Transaction writer - Clicking the Transaction button will show a drop-down where users choose which specific type of transaction they are looking to create. A window will appear for the user to complete entering the new transaction for the current book.
- Search - This option allows you to search a particular word or words within the Ledger area. Users can specify if they want to search all the Finance-related areas, or only a specific area, like Accounts, Payees, or Transactions. Clicking on a search option will navigate to the record's detail view.
Accounting Equation and Balances
Under the navigation tabs, an interactive equation will show the overall totals for all six account types for the current fiscal year. Clicking a box within the equation will open a detail page for the account type.
Todo Items
This section shows any tasks related to Ledger that need attention, like pending offering deposits, recurring transactions, or checks in the print queue.
Clicking a pending transaction, users can create a transaction for their ledger or dismiss it.
Clicking a pending check, users can choose to send the check to a printer or mark it as already printed, in the case of handwritten checks.
Income at-a-glance
This section totals all income accounts to show an overall year-to-date total, a budget total for the fiscal year, and how they relate to one another.
Expense at-a-glance
This section totals all expense accounts to show an overall year-to-date total, a budget total for the fiscal year, and how they relate to one another.
Top Accounts
This section shows accounts that have been used the most frequently or most recently, along with its current balance. Clicking the arrow button under Actions will take users to the account's detailed view.
Top Funds
This section shows equity-backed funds that have been used the most frequently or most recently, along with its current balance. Clicking the arrow button under Actions will take users to the fund's detailed view.