home

Realm Accounting

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailRealm Accounting

Accounting

Change Log

The change log in Realm Accounting only records changes to financial entries.

The change log for Realm Accounting records specific edits or deletions to your financial entries that are kept separate from other changes made in Realm Accounting. Filter and print your change log to locate specific edits and have a paper copy of changed items.

There is currently no limit to how long a financial change is logged, so you will always have access to view any item listed in Realm Accounting's Change Log Details linked in the related topics section on this page.

View Financial Changes

Review the various changes made by you or your financial staff.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Change Log.
  2. Click a column header to sort by it.

Print a Log of Financial Changes

Print a copy of of the change log for Realm Accounting.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Change Log.
  2. Click the printer icon.
  3. Click Print. A preview of your change log displays.
  4. Click the printer icon for a physical copy or Download for a PDF.

Filter the Change Log

Filter financial changes made in Realm Accounting.

Over time, your financial changes may build up. Use the filter to reduce the amount of information you see in your change log.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Change Log.
  2. Click the filter icon.
  3. Enter the information that you want to filter, and click Filter.
  4. To erase all fields and start over, click Reset Filter.

Change Log Details

A list of what the change log records.

Settings
  • Set the accounting basis to accrual
  • Set the accounting basis to cash
Transactions
  • Edit a posted transaction
  • Edit a reference number on an invoice
  • Delete a check run
Vendors
  • Edit a 1099 adjustment
  • Delete a 1099 adjustment
Budgets
  • Approve a budget
  • Reopen a budget as a draft
  • Edit a reopened budget
  • Delete a reopened budget
  • Edit a budgeted item
  • Add budget detail
Chart of Accounts
  • Merge core accounts
Bank Reconciliation
  • Add a transaction
  • Remove a transaction
Payroll
  • Edit a payroll transaction
  • Edit a job
  • Edit an adjustment
  • Delete a run
  • Edit a workers' compensation account
  • Edit a workers' compensation rate
  • Edit direct deposit accounts
Realm Accounting

Last updated: September 26, 2024