Church Cashbook Admin Manual

Selecting a church and reviewing identity, governance, opening balances, and access assignments.

Select a church

1. Use the church selector at the top of the admin pages.
2. Confirm the church identity banner matches what you expect.

Bank account configuration

Bank account configuration links a church to its default bank account for transaction entry. The admin view allows this to be reviewed. Changes to bank account details should be made deliberately and recorded — an incorrect default bank account will affect new transaction entry for the church.

Opening balances

• Opening balances are recorded per financial year.
• They provide the starting point for running totals and year-end reporting.

Access assignments

Review which users/roles have read/write scope for the selected church.