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.
Exporting or Printing the Report
- Export Options: Export the report to CSV, Excel, or another supported file format for further analysis or record-keeping.
- 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
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 ...Generating an Attendance Summary Report with Monthly and Yearly Averages
The Attendance Summary Report in SteepleMate provides detailed insights into attendance data, including monthly and yearly averages. This report allows users to filter data by date range, event type, and other options to customize the output. The ...
Recent Articles
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 ...How to Send Emails in SteepleMate
This guide will walk you through using the email features in SteepleMate, including sending messages to individuals and groups. Composing a New Email Navigate to the Email Composer From the left navigation menu, select Communicate > Send Messages. ...I accidentally deleted someone's profile. What can I recover?
Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...How to Expunge a Person’s Data in SteepleMate
SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation ...How to Connect Your QuickBooks Account to SteepleMate
SteepleMate is the only cloud-based church management system certified by Intuit, offering a direct integration with QuickBooks Online. This integration allows you to post journal entries for online giving and in-person offerings directly to ...