Transactions – Academy STAGING

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Transactions

People

8

Overview People
Basics
- Filter
Import/Export
- How do I import personal data from a file?
- How do I import group members?
Settings
- Master data of the Persons module
- System settings of the person module
Other
- DB fields
- Follow-up

Groups

7

Basics
- What are group types and what can I use them for?
- Overview Groups
Settings
- How do I customize the group homepage of my parent group?
Group Meetings
- How do I configure settings for my Groups meetings?
Automatic Membership

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

23

Basics
- Overview Calendar
- What different types of calendars exist
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- How to configure the info screen display

Events

3

Filter options
Overview Events
Administration
- Services and service categories

Resources

4

Overview of resources
How can I limit the display in the booking plan?
How do I create resources?
How do I create resource types?

Check-in

2

Overview check-in
Connect Label Printer to Check-in

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finance

27

Overview Finance
Basics
Master Data
Transactions
Purposes
- Understanding purposes
- How to add purposes
Donations

Sync

17

Basics
Configure Connections
Configure Jobs
Sync Finance
- How to synchronize accounting data
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

Transactions

How to enter transactions using the expert view
How to enter transactions using the simple view
How to cancel transactions
How to unlock transactions
How to import transactions
How to export transactions
Using bank statements well

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