Adding a Type Category for Pastoral Visits [New]

1. People
2. Pastoral Visits

Note: This article refers to the soon-to-be-released new, updated Pastoral Visits view Church360° offers a set of visit types to choose from when recording your pastoral visits.  These likely cover...

• Edited March 13, 2025 21:02
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Printing or Exporting a Pastoral Visit List [New]

1. People
2. Pastoral Visits

Note: This article refers to the soon-to-be-released new, updated Pastoral Visits view Printing or exporting your Pastoral Visits list can help allow you to share a hard copy of your Pastoral Visit...

• Edited March 24, 2025 13:56
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Editing Pastoral Visits [New]

1. People
2. Pastoral Visits

Note: This article refers to the soon-to-be-released new, updated Pastoral Visits view If you ever make a mistake or need to update or tweak a Pastoral Visit record that you have already entered, y...

• Edited March 24, 2025 13:47
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Deleting Pastoral Visits [New]

1. People
2. Pastoral Visits

Note: This article refers to the soon-to-be-released new, updated Pastoral Visits view If a pastoral visit was entered as planned but did not end up happening, you may need to delete the visit entr...

• Edited March 24, 2025 13:49
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Navigating the New Pastoral Visits View

1. People
2. Pastoral Visits

Under the Pastoral Visits subheading in the People view, users can record upcoming or completed visits and other methods of contacting members of your congregation by the pastor or other church rep...

• Edited April 02, 2025 12:51
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• 0 comments
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Adding Pastoral Visits [New]

1. People
2. Pastoral Visits

Note: This article refers to the soon-to-be-released new, updated Pastoral Visits view Users can add past or future Pastoral Visits in the Pastor Visits view. The Pastoral Visits view allows visits...

• Edited March 24, 2025 13:45
• 1 follower
• 0 comments
• 1 vote

Importing Transactions from CSV

1. Ledger
2. Transactions

If users wish to bring transactions from another financial software, they may take advantage of the transaction import utility instead of adding the transactions manually.   Note: Before attempting...

• Edited February 28, 2025 19:34
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• 0 comments
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Statement of Activities Report

1. Reports
2. Financial Reports

Definition & Purpose: The Statement of Activities shows the revenues and expenses of the Church and the changes to its net assets for the fiscal year.  It is the equivalent of a for-profit income s...

• Edited January 07, 2025 17:09
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• 0 comments
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Custom Report Tags

1. Reports
2. Financial Reports

In Church360° Ledger, Report Tags allow a user to categorize accounts for custom reporting.   There are default tag groups provided by Church360°, and you can also create your own custom Tag Groups...

• Edited January 07, 2025 17:09
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• 0 comments
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Statement of Financial Position Report

1. Reports
2. Financial Reports

Definition & Purpose: The Statement of Financial Position shows the assets and liabilities of the Church for the fiscal year.  It reports on a Church's assets (what is owned) and liabilities (what ...

• Edited January 07, 2025 17:01
• 1 follower
• 0 comments
• 0 votes