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Taylor B

  • Total activity 569
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Activity overview

Latest activity by Taylor B
  • 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...

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    • 1 follower
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  • Taylor B created an article,

    Does Church360° offer an online manual for the Ledger module? [FAQ]

    For your convenience, we have converted all manual-related articles for the Ledger module into a printable, interactive PDF format. With this, our manual is now completely free of charge. Periodica...

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    • 1 follower
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    • -1 votes
  • Taylor B created an article,

    Editing Offerings

    Once an offering batch has been entered, users can reopen the batch to make edits or additions as needed. To reopen and edit an offering batch,  1. Go into Offerings from the Navigation bar. 2. Us...

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    • 1 follower
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    • 1 vote
  • Taylor B created an article,

    Understanding Book Equity and Retained Income

    When reviewing the chart of accounts, users may notice that there are two pre-configured accounts under Equity called Book Equity and Retained Income.  By default, Church360° manages equity within ...

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    • 1 follower
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  • Taylor B created an article,

    Navigating the General Ledger view

    The General Ledger view houses a list of all transactions that have been created for the current chart of accounts. Action Buttons In the General Ledger view, there are links that allow users to vi...

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    • 1 follower
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  • Taylor B created an article,

    Reordering Accounts

    When adding or editing accounts on the Chart of Accounts view, users may need to move accounts into a different order for easier visibility and reporting. Newer accounts may need to be moved up the...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Taylor B created an article,

    How to move Restricted Funds to Equity-backed Funds (EBF)

    Users of the previous version of Church360° Ledger may have imported or created smaller assets as restricted funds to track money designated for specific purposes. While some users have found succe...

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    • 1 follower
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    • 0 votes
  • Taylor B created an article,

    Navigating the Grades view

    When adding new people to a database, there may be some within student-age. A grade field is available if a church administration wants to track grades for these students. The Grades field allows u...

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    • 1 follower
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  • Taylor B created an article,

    Navigating the Tags view

    In addition to Smart Groups and Custom Fields, users can use the concept of tagging to specify different designations, preferences, or additional information about an individual that other fields d...

    • 1 follower
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    • 0 votes