How do I track donation services?

Created by Tim Ramsey, Modified on Mon, 31 Aug at 5:22 AM by Tim Ramsey

Donation Services tracks giving by service date so your finance team can see what came in for a specific worship service or event. That view supports counting, deposits, and follow-up without mixing multiple weekends into one pile. Use it after each service you need to reconcile, or when preparing a report for a particular date.

Start at More > Admin Tools. The required permission may be needed before this tile appears.

Admin Tools

Admin Tools

Steps

  1. Tap More in the bottom navigation.
  2. Tap Admin Tools under Administration.
  3. Tap Financial, then tap Donation Services. You can also enter Donation Services in Search Admin Tools.
  4. Tap + to create a service for a date, or open an existing service.
  5. Review or update the service details and related donation information, then save.

If the tile or an action is missing, ask a network administrator to review your permissions.

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