home

Realm Accounting

RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailRealm Accounting

Invoices

Filter Unpaid Invoices

Filter only the invoices you want to see.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. Click the filter icon.
  3. Enter the information that you want to filter and click Filter.
  4. Optional: To erase all fields and start over, click Reset Filter.

Filter Paid Invoices

Filter only the paid invoices you want to see.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Paid tab, 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.
Accounting Administrator
Accounts Payable Specialist
Realm Accounting
Payroll
portal

Last updated: March 5, 2024