Taylor B
Articles
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Moving a Category or Account
You can move categories and rename them, or you can create sub- categories and place them there. The process of moving accounts and categories is the same for all account types. Click the Settings...
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Date Picker
The date picker is used to help refine your views and find transaction information quickly. The date picker is located underneath the “New Transaction” button. The date picker has several viewing o...
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Setting Beginning Balances
Navigate to the Settings cog and select “Chart of Accounts.” Fill in any Asset and Liability account information. Click “Submit” to record changes made to each line item. Once all line items have ...
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Menu Bar
The Menu Bar helps you to navigate your Church360° Ledger site from any page or view. The options in the Menu Bar remain the same across all pages. Ledger icon (home button)—click this button to a...
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Automatic Log Out
In order to keep your financial information safe, Church360° Ledger will automatically log you out after 10 minutes of inactivity. If you are inactive in Ledger for 9 minutes, a message will appe...
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Feedback
The Feedback button can be used anytime you might have questions. Questions sent through the Feedback feature will be seen by our support team. Click the information icon at the bottom of your scr...
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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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Glossary of terms used in Church360° Ledger
Assets Items your congregation owns. Assets could include money, buildings, land, and equipment. There are two types of assets, current and fixed. Books The means through which your church organize...