If a church's expense requires a check to be written, either by hand or computer, a check will need to be entered into the ledger. Users can track these payments by creating a transaction, which can be created from any view in the Ledger area of the software.
To add a new check,
1. Click the "Transaction" button at the top right to open a drop-down menu and select "Check".
2. In the entry window, use the first drop-down menu to choose which account is going to be used to write the check from. Only asset accounts marked to allow checks to be written will be available.
3. Use the date selector to add a date for the transaction.
4. Select a payee for the transaction using the drop-down menu.
5. If applicable, enter a check number. If checks have been printed previously, this may be prepopulated for you.
6. Enter the account, amount, and description (if applicable) for your first line item. Only expense and liability accounts can be used as offsets for checks.
- 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.
7. If applicable, add a memo for the transaction.
8. If applicable, click the Receipts section to attach an image file related to the transaction.
9. Click "Save" to save your new transaction.
Note: If an asset account is not in the list of available accounts, you may need to edit the account to allow checks to be written from it.