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Taylor B

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Latest activity by Taylor B
  • Taylor B created an article,

    Church360° Ledger Year-End Document

    Welcome and thank you for reading the Church360° Ledger Year-End Document! This document is not something you have to complete all at once. It will just take you through all the steps to performing...

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  • Taylor B created an article,

    How do I print a list of checks or other transactions for a certain date range?

    To print a list of a specific type of transaction for a specific time range,  Go to the book icon in the upper right hand corner of the screen. Select General Ledger. To the top-right of the Ge...

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    • 2 votes
  • Taylor B created an article,

    Printing a Reconciliation Report

    To print a reconciliation report, Navigate to "Reports" on the navigation bar Select "Event Log" Scroll through the Event Log and find the Reconciliation entry Click on the message (which is a lin...

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  • Taylor B created an article,

    Does Church360° Ledger offer a manual online?

    For your convenience, we have converted all manual-related articles into a printable, interactive PDF format.  With this, our manual is now completely free of charge. Periodically, this PDF will be...

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    • 8 votes
  • Taylor B created an article,

    Printing the Event Log

    You may wish to print your Event Log in order to share a hard copy of your information with others. Click on the Reports icon and then select “Event Log.” Select your desired date range by using t...

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  • Taylor B created an article,

    Exporting the Event Log to Excel

    You may wish to export your Event Log to Excel to share an electronic or hard copy of your information with others. Click on the Reports icon and then select “Event Log.” Select your desired date ...

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  • Taylor B created an article,

    Navigating the Event Log

    Every time you enter a transaction, edit a transaction, print checks, or create/edit payees, the Event Log tracks these changes. There are a variety of columns in your Event Log. Here is a short ex...

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  • Taylor B created an article,

    Printing the Balance Sheet Report

    You may wish to print your Balance Sheet Report in order to share a hard copy of your information with others. Click on the Reports icon and then select “Balance Sheet.” Select your desired date r...

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  • Taylor B created an article,

    Exporting the Balance Sheet Report to Excel

    You may wish to export your Balance Sheet Report to Excel to share an electronic or hard copy of your information with others. Click on the Reports icon and then select “Balance Sheet.” Select you...

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

    Navigating the Balance Sheet Report

    The Balance Sheet Report lists your assets and liabilities. Clicking on the triangles to the left of the account names will expand or collapse your accounts. Access the Balance Sheet Report by cli...

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