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Manually Process Treasurer Reports

  1. Go to Program → Treasurer Report → Treasurer Report Records.

    Navigation path to Treasurer Report Records.

  2. From the left side panel, click Add or Multi-Add.

Use multi-add if you have multiple reports to key.

Treasurer Report Records window with Add and Multi-Add highlighted in the left sidebar.

  1. Under the Church Tab, add the church code, ensure the Report Month and Report Year are correct, and if the report is late, put Yes in the Late report field.

Treasurer Report Records window with fields highlighted under the church tab.

  1. Click the Statistics tab. Complete teh informaton on this taby by using the manual report the church provided.

Ensure that you key the changes in membership as they are stated on the reports.  Please don’t simply change the end number.

Treasurer Report Records with the Statistics tab highlighted.

  1. Click the Financial Data tab. Complete the information on this tab by using the manual report the church provided. If there is Other Giving, ensure that you have selected a Giving Fund using the drop-down arrow.

Treasurer Reports Records with the Financial Data tab highlighted and an arrow pointing to the drop-down field under Other Giving Income.

  1. If there are any changes to the Church Information or Treasurer Information/Remarks that need to be added you may select the appropriate tab.

    Treausurer Report Records window with the Church Detail and Treasurer-Remarks tabs highlighted.

  2. If you need to make an adjustment to a previous report, select the Adjustment tab and follow these instructions.

    Treasurer Report Records window with the Adjustments tab highlighted.

  3. Click Save once complete.

    Treasurer Report Record window with the save button highlighted in the left sidebar.

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