Transactions – ChurchTools Academy

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Transactions

People

15

Overview People
Basics
Communication
Import/Export
- How to import personal data from a file?
- How to import group members?
Settings

Groups

56

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

31

Overview Calendar
Basics
- Why are my past appointments no longer visible in the calendar?
- How to filter for appointment tags?
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- What is the Info Screen?
- How to configure the info screen display?
Other
- How to print the calendar view
- How to enter my absences?

Events

8

Overview Events
Filter options
Administration
- How to create a service?
- Roles and Role categories
Planning Events
- Employee communication at events
- How to use the event chats?
Staff/Volunteers
- How to enter absences in the Events module?
Running Events
- How to run events with an attendee limit

Resources

6

How do I create a booking request?
How to interpret the utilization metrics for our resources?
How to create resource types?
Overview of resources
How to limit the display in the booking plan?
How to create resources?

Check-in

16

For which events can I use the check-in module?
Check-in, group meetings, group calendar – what’s the difference?
Overview check-in
Preparations
Track attendance
Troubleshooting

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finances

48

How to start the free trial period for the finance module?
Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
Templates for download
- Templates for Download
Other
- Principles for proper accounting

Sync

21

What can I do with the sync?
DBSync is switched off – What happens next for me?
Basics
Configure Connections
Configure Jobs
Sync Finances
- How to synchronize accounting data
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

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

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Web Login
How to find the sync user’s login token
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How to import data from ChurchTools?
Embed calendar: URL parameters

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