When the church receives funds from an outside source, users can enter in deposits to track the incoming money.
Transactions can be created from any view in the Ledger area of the software.
To add a new deposit transaction,
1. Click the "Transaction" button at the top right to open a drop-down menu and select "Deposit".
2. In the entry window, use the first drop-down menu to choose which account the deposit is going into. Only asset accounts can accept deposits.
- If the deposit is attributed to multiple asset accounts, click the "Divide among multiple asset accounts" to allow users to add additional assets, their amount, and a description (if applicable).
- To add additional asset accounts, click "Add line" and repeat as needed.
- To remove an asset account, click the trash can icon to the right of the row.
3. Use the date selector to add a date for the transaction.
4. If applicable, select a payee for the transaction using the drop-down menu.
5. Enter the account, amount, and description (if applicable) for your first line item. Only income and liability accounts can be used as offsets for deposits.
- To add additional line items, click "Add line" and repeat step 5 as needed.
- To remove a line item, click the trash can icon to the right of the line item.
6. If applicable, add a memo for the transaction.
7. If applicable, click the Receipts section to attach an image file related to the transaction.
8. Click "Save" to save your new transaction.