
Taylor B
Articles
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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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Deleting an Account
Church360° Ledger does not allow certain accounts to be deleted. Various rules determine if an account can be deleted or only deactivated. Any account that has a transaction associated with it can ...
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Exporting the General Ledger Report to Excel
You may wish to export your General Ledger Report to Excel to share an electronic or hard copy of your information with others. Click on the Reports icon and then select “General Ledger.” Select ...
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Navigating the General Ledger Report
The General Ledger Report lists all transactions and changes made across all your accounts in Church360° Ledger and details Checks, Journal Entries, and Deposits. Access the General Ledger Report b...
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Importing Paychex Files
Church360° Ledger has the capability to import payroll information from the Paychex online website. Please note that payroll details and all other payroll processing is performed in Paychex. Once t...
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Adding a Payee
Basic information is stored about each vendor in the Payees view. Click the Settings cog and select “Payees.” Click “Add a new one.” Enter payee name, address, phone number, and any notes about th...
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Getting Started
One of the first things you will want to enter will be your General Settings. Click the Settings cog and select “General.” Enter the church name. Enter the church phone number. Enter the church ad...
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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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Editing a Recurring Transaction
Although you may create recurring transactions individually, by type, you may also find it necessary to view your entire list of recurring transactions. Use the Recurring Transactions view in Setti...
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Editing a Journal Entry
If you make a mistake, you can go back and make a change to a journal entry. From the home page, find the journal entry you need to edit. Click the journal entry to open the transaction window. Ed...