Creating Deposits
If you are tracking your expenses and income with ChurchTrac Accounting, you will need to create a deposit for a date for that money to reflect in your corresponding account in ChurchTrac. This guide shows you how to do that.
Do I need to create a deposit?
If you are using ChurchTrac Accounting and want the giving recorded from the Giving screen to be reflected on your account, you must create a deposit on the Giving screen. Deposits from Giving to Accounting do NOT happen automatically.
Creating a 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.
Why Create Deposits from Giving to Accounting?
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).