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Kimberly Moon

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Articles

Recent activity by Kimberly Moon
  • Navigating the New Pastoral Visits View

    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...

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  • Adding a Type Category for Pastoral Visits [New]

    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...

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  • Printing or Exporting a Pastoral Visit List [New]

    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...

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  • Deleting Pastoral Visits [New]

    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...

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  • Editing Pastoral Visits [New]

    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...

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  • Adding Pastoral Visits [New]

    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...

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  • Importing Transactions from CSV

    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...

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  • Enhancement to Vanco Integration

    We are pleased to announce an update to our integration with Vanco!   This change allows users to import additional information regarding offering dates and fees into Church360°.  Dates: Vanco reco...

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  • Statement of Activities Report

    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...

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  • Custom Report Tags

    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...

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