How to Review and Approve Tithes and Offerings
Follow these steps to check and approve payments sent in by church members.
Step 1: Log in to the correct church account.
Step 2: Go to Income on the menu.
Step 3: Click Tithes and Offerings.
Step 4: Pick your dates. Choose the start date and the end date for the payments you want to check.
Step 5: Click Load. This will show all the amounts given by members between your chosen dates.
Step 6: Click the Checking icon to start reviewing a payment.
Step 7: Wait a moment for the transaction or transactions to show up on the screen.
Step 8: Look at the attached document, such as a bank receipt or screenshot, that the member sent in. Check two things.
Does the amount match what is on the bank statement?
Is it going to the correct account?
Step 9: Make a decision.
If everything matches, click Approve.
If something looks wrong, click Deny.
Step 10: Click Generate Batches.
Step 11: Done! The receipt is automatically sent to the member who gave the tithe or offering.
That’s it. You have successfully processed the payment.