How to Pull the Payments Received Report in SteepleMate
The Payments Received Report in SteepleMate provides an overview of recent donations and allows you to generate reports for specific time periods. You can also export this report in various formats (e.g., CSV, Excel) or print it directly. This is also the best method of managing online payments made to the church via OfferingMate, without needing to sign into the Finance Portal.
Access and use the Payments Received Report:
Navigate to the Payments Received Section
- On the left navigation menu, click Finance.
- Select Payments Received from the Finance submenu.
Adjust the Date Range
- By default, the screen will display transactions from the most recent week.
- To view a different time period, adjust the Date Range fields to your desired start and end dates.
Customize the Report
- Sort by Fund: Organize the report based on specific funds for easier analysis.
- Filter Transactions: You can choose to include or exclude non-approved transactions in your report.
Generate the Report
- Click the dark blue Search button to generate the report. The screen will display detailed information about the transactions made during the selected time frame.
Additional Features of the Payments Received Report
- Move a Transaction to Another Fund: For recent transactions, you can reassign a contribution from one fund to another.
- Initiate Refunds: Refund a transaction directly from the report if needed.
- Send Receipts: Email receipts to contributors with a single click.
Printing the Report
- Print the Report: To print, use your browser’s print functionality. This can typically be accessed by pressing Ctrl+P (Windows) or Command+P (Mac).
Related Articles
Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate
This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...Viewing Account Payments and Receipts in SteepleMate
If you’re looking to view payment history, download receipts, or manage payment methods for your SteepleMate subscriptions and add-ons, this guide will walk you through the process. Access Requirements: You must be logged in as a Super User or ...How to View and Export the Giving Detail Report in SteepleMate
The Giving Detail Report in SteepleMate provides a comprehensive overview of recent donations, categorized by your chosen criteria. This guide explains how to view, filter, and export the report, as well as how to manage duplicates and understand the ...Configuring School Features in SteepleMate
The School Features section in SteepleMate is designed to help organizations with tuition-based programs manage their administrative tasks, such as scheduling, tuition handling, and lunch management. These settings allow you to tailor the system to ...Configuring School Features in SteepleMate
The School Features section in SteepleMate is designed to simplify school administration for organizations with tuition-based programs. This section enables you to manage essential tasks such as scheduling, attendance, tuition, and lunch accounts, ...
Recent Articles
Can Online Giving Features Be Hidden in the SteepleMate System?
SteepleMate understands that not every church chooses to use online giving within the SteepleMate System. This preference is acceptable, and churches are free to determine the giving approach that best serves their congregation. A church’s decision ...Why Church Website Images Can Get Cut Off
When updating your church website’s Home (Hero) section, it’s important to understand how responsive design works. Modern websites automatically adjust to fit different screen sizes, including: Desktop computers, Tablets, Mobile phones Because of ...Connect Center (Web Kiosk) Customization
What is the Connect Center (Web Kiosk)? The Connect Center, also referred to as the Web Kiosk, is the web-based interface churches use to allow congregants to: Sign in for prayer or fasting Submit prayer requests or testimonies View announcements ...Why Some SteepleMate Emails Don’t Send from Your Church Gmail
Why do some SteepleMate emails show SteepleMate/Pentesoft as the sender instead of our church email? When you connect a church email account to SteepleMate, SteepleMate tries to send every message through that email account first using the secure app ...Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate
This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...