Finance
How to Grant Finance Access in SteepleMate
How to Grant Finance Access in SteepleMate: Navigate to Finance Settings: From the left navigation, go to Administration. Select Organization Settings. Choose the section labeled Finance / OfferingMate / Merchant Account. Locate Finance ...
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 ...
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 ...
Setting Up and Managing Ledger Accounts in SteepleMate
The Ledger feature in SteepleMate is designed to offer flexibility and control for tracking and managing your church’s finances. This guide explains how to set up accounts, define entry categories, and generate customized reports. 1. Creating Ledger ...
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 ...
How to Generate and Export Deposits by Fund Report
The "Deposits by Fund" report provides a detailed view of your financial transactions for a specific time period. This report includes two insightful charts and a detailed table, offering an easy-to-follow breakdown of deposits, fees, and more. You ...
How to Create and Manage Offerings in SteepleMate
SteepleMate’s Offering Management feature helps you efficiently record and manage donations, both physical (cash and checks) and external payments from sources outside your merchant account. One of the core features in this system is the ability to ...
How to Generate Contribution Statements in SteepleMate
As a Finance Administrator, you can easily generate contribution statements for your church members. Follow these steps: Access Contribution Statements Go to the Finance menu. Select Contribution Statements. Selecting a Date Range Choose the date ...
Setting Up Contribution Statements in SteepleMate
(For Organization Owners or Account Creators) As the organization owner or the account creator of SteepleMate, it’s essential to configure your contribution statement settings to ensure they meet your church’s needs. Follow these steps: Accessing ...
Generate Contribution Statements for Individual Family Members
Learn how to generate contribution statements for individual family members using the SteepleMate Finance module. This guide provides a step-by-step process to ensure each family member receives their own contribution statement. 1. Navigate to the ...