Offering Management
Create and Manage Deposits in SteepleMate
This help guide will walk you through how to create and manage deposits in the SteepleMate Finance section. Once deposits are marked as Processed, all offerings within the deposted batches become visible to contributors in their contribution history ...
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 ...
How to Delete or Edit Contributions in SteepleMate
This guide walks you through the process of deleting contributions or batches of contributions in the Offering Management section of SteepleMate. Step 1: Access Offering Management From the left navigation menu, select Finance. Choose Offering ...
Tracking Non-Cash Contributions
Non-cash contributions are donations of items other than cash, check, or credit card. These can include physical items like furniture, sound equipment, clothing, food, and supplies. However, labor is generally not eligible for tax deductibility under ...
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 ...
Recent Articles
How to Use the Family Communications Report in SteepleMate
The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...
How to Use the Communicator Report in SteepleMate
The Communicator Report in SteepleMate helps your church review communication activity over a selected period of time. This report shows recorded communication touchpoints and helps you understand how your team has been connecting with people through ...
How to Track Communications in SteepleMate
SteepleMate allows your church to record communication activity on a person’s profile so your team can keep track of follow-up and care efforts. This is useful for documenting guest outreach, member care, meetings, phone calls, texts, emails, and ...
How to Manage Tasks in SteepleMate
Tasks in SteepleMate help your team keep up with follow-up, office responsibilities, and ministry workflows. You can create tasks for yourself or assign them to other people in the system, set due dates, track progress, and review assigned work from ...
How to Add and Use Tags in SteepleMate
Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...