How to Pull Payments Received Reports in SteepleMate: Step-by-Step Guide

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:


    1. On the left navigation menu, click Finance.
    2. Select Payments Received from the Finance submenu.


  1. Adjust the Date Range

    1. By default, the screen will display transactions from the most recent week.
    2. To view a different time period, adjust the Date Range fields to your desired start and end dates.

  2. Customize the Report

    1. Sort by Fund: Organize the report based on specific funds for easier analysis.
    2. Filter Transactions: You can choose to include or exclude non-approved transactions in your report.

  3. Generate the Report

    1. 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.



Info

Additional Features of the Payments Received Report

  1. Move a Transaction to Another Fund: For recent transactions, you can reassign a contribution from one fund to another.
  2. Initiate Refunds: Refund a transaction directly from the report if needed.
  3. Send Receipts: Email receipts to contributors with a single click.

Exporting or Printing the Report

  1. Export Options: Export the report to CSV, Excel, or another supported file format for further analysis or record-keeping.
  2. 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). Yeah I was just recording my voice making recording



      • Related Articles

      • 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, ...
      • How to Generate and Export the Consolidated Deposits Report

        The Consolidated Deposits Report provides a comprehensive view of your organization’s financial contributions, breaking them down by fund and source over a selected time period. This report includes two charts and a detailed table, enabling you to ...
      • Recent Articles

      • How to Enter Donations from Organizations or Companies in SteepleMate

        If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record ...
      • Troubleshooting a Black Screen on SteepleMate Billboard

        If your SteepleMate Billboard screen goes black or stops cycling through slides, it's possible that more than one instance of the Billboard app is running. This can cause conflicts or prevent the display from working as expected. Step-by-Step Fix Use ...
      • Managing Web Kiosk Submissions

        Audience: Church administrators using SteepleMate Free Focus: Reviewing and managing prayer requests, testimonies, and messages submitted through the Web Kiosk What Can Church Members Do? From the Web Kiosk, members can: Sign In for Prayer or Fasting ...
      • 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 ...
      • Export Contribution Statements in SteepleMate

        This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used. Before You Begin Before exporting, ensure you have ...