Why is there a "Post to Ledger" button in my offering batch? [FAQ]

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If your church uses the Ledger module within Church360°, users can post offering batches as pending deposits. Posting batches can help streamline the financial tracking of offerings, their respective funds, and corresponding income accounts.

For the time being, both manually-entered and Vanco-imported offering batches will need to be posted to Ledger. Eventually, Vanco batches will be posted automatically.

To post an offering batch to Ledger,

  1. Add a new offering batch or open an existing batch for editing. For more information on entering offerings, please visit our article here.
  2. Verify that all amounts for each payment type and fund are correct. Posting can only happen once so you want to ensure everything is accurate.
  3. Click "Post to Ledger" to create a pending deposit with each fund total.

Note: The pending transaction will appear under Todo Items in the Overview of the Ledger module. Please visit our article here for more information on saving a pending transaction.