Church Cashbook User Manual

The Dashboard is your home screen. It provides quick access to all common tasks for your church.

Dashboard tiles

Each tile links to a section of the system. The tiles shown depend on your role — a Viewer sees fewer options than a Treasurer.

• Transactions — add and review money in and money out.
• Recurring transactions — standing orders and direct debits.
• Monthly summary — month-by-month totals and running balance.
• Reports — shortcuts to key reports and the examiner checklist.
• Gift Aid — Gift Aid reporting and exports (role-controlled).
• Year-end pack — printable accounts pack for the selected financial year.
• Cash reserves statement — cash cover, fund movement, and reserves policy.
• Budget chart — visual budget vs actual comparison and monthly income/expenditure chart.
• Categories — view the income and expenditure categories used across the system (read-only reference).
• Church settings — descriptive information and dormancy controls.
• Bank accounts — add bank accounts for the selected church.
• Import transactions — bulk import transactions from a CSV file (Treasurers only).
• Manage viewers — create and revoke read-only viewer accounts (Treasurers only).
• Examiner portal — independent examination tools (Examiners only).
• Audit logs — view, filter and download audit logs (Superadmin only).
• Contact us — send a message to the administrator.

My recent activity

Below the tiles, the dashboard shows your ten most recent actions in the system. Click Show activity to expand the list, or More to see the full history. Church activity shows all actions by all users for your church.

What to check first

• Check the correct church and financial year are selected on each page.
• Review any warning banners — these flag overdue filings, approaching budget limits, or required actions.