Creating Giving Deposits (ChurchTrac Plus)
Tracking your church expenses and income with ChurchTrac Accounting? This guide shows you how to create a deposit for a batch giving date to reflect in your corresponding account in ChurchTrac.
Do I need to create a deposit in ChurchTrac?
If you are using ChurchTrac Accounting and want the giving recorded from the Giving screen to be properly recorded on accounting ledger, you must create a deposit from the Giving screen.
Deposits from Giving to Accounting do NOT happen automatically. Also note that the Deposit button is NOT available if you are on the ChurchTrac Standard subscription.
Why create a giving deposit?
We get asked this question almost daily! This will simplify your church accounting and save you a great deal of time. With just one click this process takes all of the information in the giving summary and creates a single transaction in Accounting with ALL of those details. This updates all of your accounting records (and budget).
PS. Churches that try to manually add giving details instead of using the "Create Deposit" button end up having Church Giving and Accounting records that do NOT match. Eventually they have to reach out to us for help because everything is all messed up. Sometimes it's fun to be a "Maverick". This is not one of those times!
How to create a giving deposit.
- Select the date you wish to create a deposit for.
- Select the "Actions" button below the list of deposit dates.
- In the Actions menu, select the "Create Deposit" option.
- Select the entries you would like to deposit and which account you would like to deposit them to.
- Now that the deposit has been created, you will see the deposit transaction on the account you made that deposit to on the Accounting screen.
- If you select that deposit transaction, you will see that the deposit shows the details from your giving summary.
