Getting Started - a Financial Perspective

This section of training videos covers the initial finance-related tasks the Church Administrator or Business Manager should do to prepare the Crimson Church Management System for use by herself/himself and others.

It introduces “lookup values” as values that appear in drop-down lists and permit you to restrict your users’ data access to pre-determined values to ensure data consistency and accuracy for analysis and reporting.

These topics are covered in this section:

  • Payment Types

  • Payment Methods

  • Currencies

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Delete a Payment Method

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Add Payment Type