Taylor B
Articles
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Creating a New Fiscal Year
The fiscal Years screen shows your current fiscal year and any prior fiscal years. Your initial fiscal year will be set when you first set up Church360° Ledger. Click the Settings cog and select ...
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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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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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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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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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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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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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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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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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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...