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Knowledge Bases
My ChurchTools
Modules
Website and Finder
System Settings
Permissions Management
Administration
Changelog
Forum
English
German
Start
Help pages
Modules
Finances
Finances
How to start the free trial period for the finance module?
Overview Finance
Master data
How to create an account?
How to close a fiscal year?
Master data overview
How to add a new client
How to add a new accounting year
How to delete an accounting year
How to set up an account chart
How to integrate the complete SKR 42 chart of accounts?
How to add taxes
How to add cost centers
Transactions
How to post transactions between cost centers?
How to record transactions between my bank and cash accounts (funds transfer)?
How to create bookings from bank statements?
How to create bookings from a PayPal activity report?
How to lock transactions?
How to use split entries?
How can I make it easy for other users to make transactions?
How to enter transactions using the expert view
How to enter transactions using the simple view
How to cancel transactions
How to unlock transactions
Using bank statements well
Budgets, reports and purposes
How to add budgets
What reports are available?
Understanding purposes
How to add purposes
Donations
Where does the donor data come from during a transaction?
How to insert pictures in donation receipts
How to enter donations
How to create collective confirmation (donation receipts)?
How to edit the templates for donation receipts
Import and export
How to export transactions
How to prepare my cost center file for import into ChurchTools?
How to import transactions?
How to export cost centers?
How to import cost centers from a file?
How to export a chart of accounts?
How to prepare my chart of accounts file for import into ChurchTools?
How to import account data from a file?
Import from Optigem
Cleaning Up Data in Optigem
How to sync personal data with Optigem?
How to import my chart of accounts from Optigem?
How to import projects from Optigem?
Required Permissions and License Adjustments
Templates for download
Templates for Download
Other
Principles for proper accounting
