Creating a Chart of Accounts

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Efficiently navigating the Asset Accounts section of Church360° Ledger will help you to get the most out of your data and refine it or reporting purposes.

  • To access your Asset account(s) in Church360° Ledger, click on the Assets mini graph in the home screen.
  • You will be taken to a main Asset Accounts page that shows all your Income account information. You may drill down to view specific Asset accounts by clicking the appropriate mini graph.
  • Your transaction history will be displayed on the lower portion of the screen.
  • Use the date picker to select a date range for the Income account information displayed.
  • The lock icon next to a transaction indicates that the transaction has been reconciled and therefore cannot be edited.
  • You may access certain sub-account, check, and payee information from the main Asset screen by clicking on its name.

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