You can add the Finance Module to any Plan. Before you make a transaction to purchase it, you can test it thoroughly for 30 days at no cost.
To do this, enable the module in the system settings of your ChurchTools. The trial period won’t start automatically until you save your first transaction. So you can take your time to familiarize yourself with the module and set it up for your team before you begin the active trial period.
To get off to a good start with ChurchTools Finances, we recommend that you attend one of our free online seminars on ChurchTools Finances. You can find the current dates and registration information on our website.
In addition, our help pages on the module’s master data will help you understand how to create or import clients, fiscal years, and chart of accounts. Here you’ll also find an overview of the “Transactions” section, where you can, for example, enter the opening balances for your accounts and make or import your first transactions.