---
title: How can I make it easy for other users to make transactions?
description: Group or department leaders can assist you, as the person in charge of finances for your congregation, by performing transactions for their groups themselves. To this end, ChurchTools offers a simplified version of the posting screen. The view of this…
url: "https://staging.churchtools.academy/en/help/churchtools-modules/transactions/how-can-i-make-it-easy-for-other-users-to-make-bookings/"
updated: "2026-07-07"
category: Finances / Transactions
---

# How can I make it easy for other users to make transactions?

Group or department leaders can assist you, as the person in charge of finances for your congregation, by performing transactions for their groups themselves.

To this end, ChurchTools offers a simplified version of the posting screen. The view of this form is limited to *purposes* for which you can define *cost centers*, *accounts*, and *contra accounts*. This makes booking easy and ensures that nothing can go wrong. Using group-level permissions, you or your admin can determine who is allowed to use this feature.

**Tip**

We explain how to perform transactions in the simple view in the article ["How to perform transactions in the simple view?"](https://staging.churchtools.academy/en/help/churchtools-modules/transactions/how-to-enter-transactions-using-the-simple-view/) You can also share this link with group leaders or department heads who are responsible for performing transactions for their own groups or departments.

You create the required **purposes** in the *master data*. To learn how to do this, see the article " [How to create purposes?"](https://staging.churchtools.academy/en/help/churchtools-modules/budgets-reports-and-purposes/how-to-add-purposes/)

By granting the following **permissions within the group**, the feature can be made available to group members:

- View budgets in associated cost centers
- View transactions and budgets in associated cost centers
- View donors in associated cost centers
- Create transactions for linked cost centers

We explain how to assign an internal group permission in the article " [How to assign an internal group permission?"](https://staging.churchtools.academy/en/help/permissions-management/assigning-permissions/how-to-give-group-internal-permissions/)

## Read more

- [How to perform a transaction in the simple view?](https://staging.churchtools.academy/en/help/churchtools-modules/transactions/how-to-enter-transactions-using-the-simple-view/)
- [How to create purposes?](https://staging.churchtools.academy/en/help/churchtools-modules/budgets-reports-and-purposes/how-to-add-purposes/)
- [How to assign permission within a group?](https://staging.churchtools.academy/en/help/permissions-management/assigning-permissions/how-to-give-group-internal-permissions/)