{"id":70558,"date":"2025-10-27T08:16:15","date_gmt":"2025-10-27T07:16:15","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-can-i-make-it-easy-for-other-users-to-make-bookings\/"},"modified":"2026-06-29T08:33:49","modified_gmt":"2026-06-29T07:33:49","password":"","slug":"how-can-i-make-it-easy-for-other-users-to-make-bookings","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-can-i-make-it-easy-for-other-users-to-make-bookings\/","title":{"rendered":"How can I make it easy for other users to make transactions?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Group or department leaders can assist you, as the person in charge of finances for your congregation, by performing transactions for their groups themselves.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To this end, ChurchTools offers a simplified version of the posting screen. The view of this form is limited to <em>purposes<\/em> for which you can define <em>cost centers<\/em>, <em>accounts<\/em>, and <em>contra accounts<\/em>. 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.   <\/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:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;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>Tip<\/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\">We explain how to perform transactions in the simple view in the article <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-to-enter-transactions-using-the-simple-view\/\">&#8220;How to perform transactions in the simple view?&#8221;<\/a> You can also share this link with group leaders or department heads who are responsible for performing transactions for their own groups or departments. <\/p>\n<\/aside>\n\n\n\n<p class=\"wp-block-paragraph\">You create the required <strong>purposes<\/strong> in the <em>master data<\/em>. To learn how to do this, see the article &#8221; <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/budgets-reports-and-purposes\/how-to-add-purposes\/\">How to create purposes?&#8221;<\/a> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By granting the following <strong>permissions within the group<\/strong>, the feature can be made available to group members:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View budgets in associated cost centers<\/li>\n\n\n\n<li>View transactions and budgets in associated cost centers<\/li>\n\n\n\n<li>View donors in associated cost centers<\/li>\n\n\n\n<li>Create transactions for linked cost centers<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">We explain how to assign an internal group permission in the article &#8221; <a href=\"https:\/\/churchtools.academy\/en\/help\/permissions-management\/assigning-permissions\/how-to-give-group-internal-permissions\/\" data-type=\"docs\" data-id=\"7597\">How to assign an internal group permission?&#8221;<\/a><\/p>\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\/en\/help\/churchtools-modules\/transactions\/how-to-enter-transactions-using-the-simple-view\/\">How to perform a transaction in the simple view?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/budgets-reports-and-purposes\/how-to-add-purposes\/\">How to create purposes?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/permissions-management\/assigning-permissions\/how-to-give-group-internal-permissions\/\" data-type=\"docs\" data-id=\"7597\">How to assign permission within a group?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[439],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70558","docs","type-docs","status-publish","hentry","doc_category-transactions","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":189,"total_views":"6","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Transactions","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/"}],"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\/70558","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\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70558"}],"version-history":[{"count":6,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70558\/revisions"}],"predecessor-version":[{"id":70564,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70558\/revisions\/70564"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70558"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70558"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70558"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}