You will want to enter basic information about your organization. This information is used as a return address on contribution statements. Only users with Expert level permissions will be able to view and edit this information.
To enter this information, click on Organization from the left side menu. Enter the following information:
Organization – The name of your church or ministry.
Address – Your organization’s mailing address.
More Address – The second line of your organization’s mailing address.
City/State/Postal Code – The city, state and zip code portion of your mailing address.
Country – If you organization is not based in the US, enter the country here. If you enter Canada, the contribution receipts will default to the Canadian format.
Phone 1 – Enter the phone number of your organization.
Phone 2 – Enter a secondary phone number for your organization.
Tax Number – This information is required if your organization is in Canada. This number will be printed on the Canadian contribution receipts.
Bank Account – Enter your bank account number for reference if you’d wish. This bank account number will be printed on the deposit slip created when posting a batch.
Weekly Budget – This weekly budget amount will be used in budget vs actual reports.
Fiscal Year – Enter the month that your fiscal year begins.
Church Email – Enter an email address for your organization.
Church Website – Enter the URL for your organization’s website.
Click SAVE to save your changes.