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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Transactions

Post Transactions

Post your open transactions.

  • 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 > General Ledger.
  2. Select the transaction(s) you want to post.
  3. Click Post.
    A window displays your total selected entries and amount.
  4. If this is correct, click Post.
Bank Reconciliation Specialist
General Ledger Specialist
Accounting Administrator
Accounting Oversight
Realm Accounting
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Last updated: February 2, 2024