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changes.mady.by.user Jenni Saniuk

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New Version 38

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Comment: adding employment section

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UI Expand
expandedtrue
titleEmployment
EmploymentHow to UseVisual
Benefits

Direct Debit


UI Expand
expandedtrue
titleFinancials
FinancialsHow to UseVisual
Account Statement

This section of toolbox allows ministry workers to see their monthly account statements. Below is what is included:

  • Giving & Fees - Includes all giving from the previous month as well as the fees pulled from the giving, such as admin
  • Payroll Expenses - This can include wages, salaries, parsonage, subsidies, medical insurance, 401k, and FICA.
  • Total Expenses and Transfers - Any transfers directly into the account from another Reliant account. 
  • Net Change - This shows the change in the account balance between payroll and giving

It will also include Account Balance and Advances

  • Balance - Shows the beginning of the month balance minus the net change to show the final account balance for the month
  • Advances - Shows the list of advances from that month

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