{"id":70353,"date":"2025-04-22T14:48:43","date_gmt":"2025-04-22T13:48:43","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-start-the-free-trial-period-for-the-finance-module\/"},"modified":"2026-06-26T11:30:14","modified_gmt":"2026-06-26T10:30:14","password":"","slug":"how-to-start-the-free-trial-period-for-the-finance-module","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/finance\/how-to-start-the-free-trial-period-for-the-finance-module\/","title":{"rendered":"How to start the free trial period for the finance module?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><br>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.   <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To do this, enable the module in the system settings of your ChurchTools.  <strong>The trial period won&#8217;t start automatically until you save your first transaction.<\/strong>  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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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 <a href=\"https:\/\/churchtools.academy\/de\/webinare\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/webinare\/\">website<\/a>.   <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In addition, our help pages on the module\u2019s <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/stammdaten\/uberblick-der-stammdaten\/\" id=\"7165\">master data<\/a> will help you understand how to create or import <em>clients, fiscal years<\/em>, and <em>chart of accounts<\/em>. Here you\u2019ll also find an overview of the <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/\" id=\"282\">\u201cTransactions\u201d<\/a> section, where you can, for example, enter the opening balances for your accounts and make or import your first transactions. <\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">The parish&#8217;s financial information is sensitive data that should not be accessible to everyone. In order for you to view the Finance module, an administrator must first enable it in the <em>System settings<\/em> and grant you the global permission <em>&#8220;View Finance.&#8221;<\/em> To actively use the module, you\u2019ll also need the additional global permissions for the module.<br \/> You can learn more about permissions for the finance module <a href=\"https:\/\/churchtools.academy\/en\/help\/permissions-management\/authorise-finance\/19-permissions-for-finances\/\" data-type=\"docs\" data-id=\"7159\">here<\/a>.  <\/p>\n<\/aside>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/finanzen\/30-main\/\" data-type=\"docs\" data-id=\"7697\">Overview Finance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/stammdaten\/uberblick-der-stammdaten\/\" id=\"7165\">Overview of master data<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/vorlagen-zum-download-finanzen\/vorlagen-zum-download\/\" id=\"7161\">Templates for Download<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/permissions-management\/authorise-finance\/19-permissions-for-finances\/\" data-type=\"docs\" data-id=\"7159\">Permissions for Finance<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;t start automatically until you save your first transaction. So you [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[240],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70353","docs","type-docs","status-publish","hentry","doc_category-finance","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-06","word_count":185,"total_views":"5","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Finances","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70353"}],"version-history":[{"count":8,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70353\/revisions"}],"predecessor-version":[{"id":70524,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70353\/revisions\/70524"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70353"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70353"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70353"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}