Group or department leaders can assist you, as the person in charge of finances for your congregation, by performing transactions for their groups themselves.
To this end, ChurchTools offers a simplified version of the posting screen. The view of this form is limited to purposes for which you can define cost centers, accounts, and contra accounts. This makes booking easy and ensures that nothing can go wrong. Using group-level permissions, you or your administrator can determine who is allowed to use this feature.
You create the required purposes in the master data. To learn how to do this, see the article ” How to create purposes?”
By granting the following permissions within the group, the feature can be made available to group members:
- View budgets in associated cost centers
- View transactions and budgets in associated cost centers
- View donors in associated cost centers
- Create transactions for linked cost centers
We explain how to assign an internal group permission in the article ” How to assign an internal group permission?”