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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Early Adopter Program

Post Transactions

Post your open or integrated transactions.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
  2. Click one of the following tabs:
    • Open
    • ChMS – If applicable, this tab is the name of the ChMS you integrated with Realm Accounting.
  3. Select the transactions you want to post.
  4. Click Post.
    A window displays your total selected entries and amount.
  5. If this is correct, click Post.
The transactions display in the Posted tab.

Last updated: November 12, 2024

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