Enter Income

Enter Income is used to record money that has given to the organization. The Donations module can transfer donations totals to the correct funds with Links to Accounting leaving Enter Income for non-contribution income to the church.

Access Enter Income

To access from the Button Bar, go to Transactions > Enter Income

To access from the Home Screen, go to the Quick Access Button.

If you have set up Recurring Transactions to reuse in your transaction screens, click the button to open the screen and apply the transaction to your batch. While entering transactions, you can click the Show Running Balances button to do so for the items added to the batch.

  • Date Occurred
    If necessary, change the date in the box to the desired date.
  • Payment Method
    Click the box to select the method by which this transaction is being made.
    • Type the Check or Ref #, if applicable.
    • If you chose "Cash" or "Check" for your Payment Method, place a check mark in the Print on Deposit Slip box if you plan to print a Deposit Slip with record of this transaction at a later time.
  • Asset Account
    Start typing the name or number of the account applicable to the transaction. You can also click the box to select it from the list.
  • Comments
    Type an notes you wish to store with the transaction itself. (The comments entered here will show up on your Church Windows Accounting reports as Transaction Comments.)
  • Click in this line to begin entering the information for the appropriate Income / Expense / Liabilities Accounts, Amount, and Comments (The comments entered on each detail line will show up on your Church Windows Accounting reports as Line Item Comments.)
    • When finished with the detail line, click the expand button Add button to add the line item.
    • If the transaction you are entering contains additional components that are part of a whole transaction, click the next line and enter the line item.
    • Click the Delete button to remove the line.
    • Click the Undo button to discard changes without saving.
    • When finished with all necessary detail lines, click the DONE — Add To Batch (CTRL +) button.

  • Repeat these steps for every transaction until all your batch items have accumulated in the Unposted Income Batch list. You can make changes to, or remove any batch item. After you first click on the desired item, click either Edit to make changes or Remove to discard it.

  • Click the button to Save the batch for use at a later time, and/or Print to print a listing of the items. To finalize the posting of your batch items, click Post.

  • The automatically generated transaction number and the total dollar amount for the batch will display in a message asking you one last time if you wish to print the batch. Answer by clicking Yes or No.

  • Use the transaction number(s) in the message to look up the posted transaction(s) on the Browse Transactions screen. Each transaction item in the batch will appear as an INCM transaction.

  • If you choose to Print the batch, you will first be shown a Print Preview and then you can proceed in sending the file to your printer. You can also Exports most reports and/or Send via Email as a file to be used outside of Church Windows.