Kimberly Moon
Articles
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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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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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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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Statement of Financial Position Report
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 ...
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Introducing Ledger Report Tags
In Church360° Ledger, Report Tags allow accounts to be categorized for custom reporting. There are certain tag groups that are provided by default in Church360°, for use with the Statement of Act...
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How do I handle a Vanco offering refund?
Occasionally a situation will arise where a Contributor requests a refund. In this case, they will need to submit that request to Vanco. Vanco will process the actual refund and return their mone...
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How can I view only electronic (Vanco) offerings? [FAQ]
After an offering batch has been synced to your site from Vanco, you can open the batch to view the data, or print a repot as you likely do for manually entered offering batches. To do this, go to ...