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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Projects

Associate a Project with a Giving Batch

Associated giving batches display on your list of project transactions.

Turn Contribution Posting on, and automatically post a batch to your general ledger. You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
If you automatically post a batch to your general ledger that only contains donations to your project, you can associate the two so that the batch displays on your list of project transactions.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
  2. Click the Posted tab.
  3. Locate the contribution batch you posted.
  4. Click the ellipsis icon beside the contribution batch and select Edit.
  5. In the Project field, select the name of the project you want to associate the batch to.
  6. Click Save.
    You will now see this batch on your list of project transactions.
Realm Accounting
Payroll

Last updated: July 26, 2024

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