Step-by-step instructions

• The Church Roster

  • How To Add a Person or Family
  • How to inactivate a person or household, that is, remove them from your roster.
  • How To Print Labels for Giving Envelopes
  • How To Create a Group
  • How To Email a Group

• Donations & Finance

  • How To Enter Donations
  • How To Resume a Donation Batch
  • Cleaning up unfinalized donation batches
  • Creating a Donation Deposit
  • How to Enter an IRA Donation Batch as a Qualified Charitable Distribution
  • Uploading a logo for giving statements
  • Generate and Print Giving Statements
  • Accessing Monthly EFT Information

• Monthly Reports

  • Monthly Reports: Services & Events
  • Monthly Reports: Q&A
  • Monthly Reports: Complete and Submit

• Resources & Manuals

  • US Pastor Manuals and Forms
  • US Financial Manuals and Forms

• Home Office

  • How To Send a Message To an Audience (like Home Office All)
  • How to get notified when a view contains something
  • How to End a Personnel Assignment

Training Videos

The following videos are from the initial training for MinistryPlatform provided by our implementation coach from ACS Technologies.