All features · Finance
Member finance
Giving statements and pledges for each member.
What it does
- Yearly giving statement by month and by fund, with print and CSV
- Pledges with progress: pledged to date, given, and arrears
- Only completed, not-voided gifts count
Who can use it
Staff in these roles: administrators, treasurers, assistant treasurers, finance officers, auditors, PCC members, churchwardens, the vicar, data-entry clerks. Administrators can always open it. The database decides which records each role may read, create or approve.
What it works with
pledges.
Read the guide
- Member giving statements and pledges — Finding a member, printing their statement, and tracking pledges.