Overview of the Financial Settings Area

Note: Only Elvanto Super Admins or Admins with Financial Access Permissions can generate giving statements.

Steps to Access Financial Settings

1. Login to Your Elvanto Admin Account.
2. Select Settings from the top bar.
3. Select Financial under the Features heading.
4. The Financial tab on this page will be selected by default.

Overview of the Financial Area: Settings

End of Financial Year

• Choose the day and month your organization’s financial year ends.

Currency Symbol

• Select the currency symbol that relates to your country.

Tax Deductible Giving

• Default Setting: When adding a new transaction, you can turn tax deductible giving on by default. This will overwrite tax deductible settings assigned in your Chart of Accounts.
• Optional Setting: If you prefer to be given an option depending on the different Financial Accounts you have in the Chart of Accounts, click “Use settings in the Chart of Accounts” which enables you to choose if the different Chart of Accounts within your account are Tax Deductible or not manually.

Giving Numbers

• Definition: A giving number is a unique number associated with an individual person.
• System-Generated or Manual: Select if you'd like the system to generate a number for someone who gives who does not already have a giving number, or if you'd like to create one manually.
• Note: Numbers are generated sequentially when automated. The minimum number length is 6 by default, but you can change this if needed.

Overview of the Financial Area: Member Area

Profile Giving Area

• Visibility: In the member area under a person’s profile, there is an area called Giving. This allows people to see what transactions have been created and recorded for them.
• Update Settings: You can update what individuals see when viewing their profile by navigating to Settings > Financial.

Giving Link

• Function: This link appears within a person’s Profile page under Giving. Here they can click to give online using the giving URL you set up within Financial Settings.

Giving Visibility

• Options: Select if you'd like to show Pledges and Transactions on a person’s personal profile. You can include their family members' giving data as well.
• Statements: The Giving area is where your church's giving statements will appear when generated for the individual to view or download.

Overview of the Financial Area: Giving Statement Messages

Tithely Tip

• Placeholders: Placeholders save you time by filling the gaps with information already in Elvanto.

Messages

• Customization: This is the area where you may like to provide a message within your giving statements when generated.
  • Example: In the USA, the IRS requires churches to have a message saying that “no goods/services were exchanged for these donations”.
• Placeholders: Use placeholders to save time by filling the gaps with information already in Elvanto.

Location Specific Messages

• Multi-Location: If you have more than one location, you can add additional messages for people specific to the different locations.