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Role-based Learning Plan:

Financial Administrator

Welcome! This set of links to help videos and articles is organized to help you with the topics most important for your role.

About this guide...

  • Start with the videos: They provide a good overviews.
  • Then use the articles for more specific, in-depth content.
  • You will get a lot more out of this by working in the software as you go. If software features aren't available to you it may be related to your security role. Check with your Database Administrator

 

Basics 

 Topic Video links Articles
The big picture  7 min A word to all church staff especially pastors
Home Screen 15 min Home page description
Options 7 min Church information
Data entry helps
People: General
 6 min - Adding People    2 min - Defining People 
Searching for people
General info screen
Adding a person
Changing a household
Deleting a person
Reports 10 min Reports Overview
Attendance & Weekly Stats 12 min

Attendance & Offering

Attendance & Events

 

Fund Codes & Contributions

 Topic Video links Articles
Administration: Codes 3 min - Funds Codes
Contributions Entry

Advanced Contributions           Entry
12 min


12 min
 
Contributions Data Entry
Contributions Overview
Contributions Statements
Contributions   Administration 3 min

13 min - Check Scanning
Pledges
Envelope numbers
Check reader
QuickBooks

 

Electronic Giving & Financial Processing Services

 Topic Video links Articles

 

Electronic Donations

 

 9 min

 
Financial processing  

FPS Intro

Transitioning to FPS

 

Member Portal and Elexio Mobile App

 Topic Video links Articles
 Portal online giving   Online Giving Setup
 Mobile App Setup      and Options 2 min Elexio Mobile App Setup
Mobile Setup Options
Mobile menu item         options  
Giving

 

 

 

 


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