Finance

Record income

Open Finance, add a transaction, choose Income, then enter the date, category, amount, branch and permitted reference. Confirm the currency before saving.

Record an expense

Choose Expense and select the category that explains the purpose, not merely the payment method. Attach or retain supporting information according to the organisation's process.

1. 1Enter the transaction as a draft where approval applies.
2. 2Confirm amount, date, branch and category.
3. 3Submit it to the configured approval workflow.
4. 4An authorised approver reviews rather than silently editing the request.

Create and monitor budgets

Open Finance → Budgets, choose the period and categories, then set realistic amounts in the organisation's reporting currency. Review budget-versus-actual regularly; a budget is a governance tool, not a guarantee that every expense is authorised.

Reconcile against external statements

Open Finance → Reconciliation and compare ChurchHub transactions with the bank, mobile-money or payment-provider statement. Match known items, investigate differences and record the resolution. ChurchHub does not replace the external statement.

Use reversals and corrections

Do not rewrite posted history to hide an error. Use a reversal or supported correction so the original, correcting entry, actor and reason remain visible to reviewers.

Understand branch and organisation scope

Branch transactions belong to their branch; organisation-wide entries are deliberate. Organisation-scoped finance users can review eligible branches, while branch-scoped users cannot cross into another branch by changing a URL or request.

Period review checklist

Before relying on a statement, confirm the date range, branch scope, transaction status, currency, categories, outstanding approvals and reconciliation differences. Export only the reviewed result and store it according to policy.