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General Ledger

Learn how to set up your general ledger, delegate roles, and integrate accounting systems to streamline financial processes.

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Accounting Roles

Learn how to delegate roles to your accounting staff.

1 min 12 sec

Accrual Accounting

Learn how to set up accrual accounting as the basis for your general ledger.

59 sec

Account Segments

Account segments are essential building blocks for organizing your chart of accounts.

40 sec

Integrations

Integrate Accounting with your Realm or MinistryPlatform ChMS to reduce manual entry of deposits.

1 min 08 sec

Add the Congregant as a Vendor

Learn how to create a vendor. If that vendor is already in your database as a congregant, you can save time by using the existing profile.

1 min 08 sec

Merge Vendors & Employees

See how to merge similar or duplicate records.

1 min 04 sec

ACH for Vendors

Pay vendors through ACH. Set up a bank's direct deposit information as well as a vendor's. When you pay through ACH, you can print ACH stubs and download a .txt file to give your bank.

40 sec