Taylor B
Activity overview
Latest activity by Taylor B-
Taylor B created an article, Importing Financial Information from third-party software
When using the Ledger portion of Church360°, some users may want to import data from other financial software as a way of retaining and integrating historical and structural data. Since most softwa...
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Taylor B created an article, Importing Payees from CSV
If users receive a list of organizations or individuals to be included in future transactions, they may elect to import this information from a CSV file instead of adding them each manually. There ...
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Taylor B created an article, Importing Accounts from CSV
If users intend to bring a chart of accounts from another financial software, they may take advantage of the account import utility instead of creating and reordering a chart of accounts manually. ...
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Taylor B created an article, Recording Event Attendance
Keeping a record of attendance allows you to see how many people are regularly attending events at your church. This information can be used to create reports that will help you assess the gro...
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Taylor B created an article, Manually Expire a Login's Password
Data integrity and security is a major priority for churches and their management software. In a strong effort to addressing privacy and security concerns, administrators with access to the Logins ...
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Taylor B created an article, Recording Attendance from a Mobile Device
After significant updates to site infrastructure, mobile access and entry for attendance batches are now more consolidated and streamlined for phone or tablet use. Users can access and update atten...
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Taylor B created an article, Reconciling a bank account for the first time [FAQ]
When doing your first reconciliation in the Ledger module, you'll most likely have transactions on your bank statement that appeared in your previous accounting system but not in Church360°. To acc...
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Taylor B created an article, Reconciling a liability account for the first time [FAQ]
When reconciling a liability account for the first time, there may be transactions not in Church360° that need to be accounted for. To do this, users can adjust the starting balance for the initial...
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Taylor B created an article, How can I resubscribe to Church360° emails? [FAQ]
If someone has previously unsubscribed from a Church360° relay, they can request to be resubscribed by emailing CTS at support@cts.cph.org from the email address in question. Once CTS receives that...
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Taylor B created an article, Why is there a "Post to Ledger" button in my offering batch? [FAQ]
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 respecti...