The Books view for Ledger contains a list of your church's books. Typically, a book is considered a place where all accounting entries are recorded for an organization.
Though a church will usually only use a single book for financial records, one could add a new instance when the need arises.
Action Buttons
In the Books view, there are links that allow users to add a book or report on the status of each book.
- Add new book - This option will create a new entry for a book.
- Upload - Users can use this option to upload a Shepherd's Staff or Church360° Ledger database and its related financial data into your Church360° Members site.
- Print - This option allows you to print your list of Books.
- Export- This option allows you to export your list of Books to Excel.
List of Books
From this list of books, you can view each book's name and archive date (if archived).
Actions for Books
- Edit Book Name - The pencil icon to the far right of a book will open its name for editing. Any changes to specific accounts will need to be done from the Chart of Accounts view.
- Archive Book - The archive box icon to the far right of a fund will archive it, adding an archived date, and removing it from future entry options, but not deleting any financial accounts or records. To retain historical data, books with records can only be archived, not deleted. Clicking on the archive box icon again will restore it.
- Fiscal Year Details - The arrow icon will take users to a detailed view of the book's fiscal year settings where users can change a fiscal year's ending month and close or reopen past fiscal years.