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How to Add a Transaction

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Adding transactions into Elvanto is a great way to record giving to your church. In this article, we will cover two ways of adding a transaction into Elvanto. 

General Transaction Recording  

  1. Log into Elvanto as an Admin. 
  2. Hover over Financial in the navigation menu. 
  3. Select Transactions.
  4. Select Add Transaction.
  5. Select from the Batch drop-down if you would like to create a new batch for this transaction or add this transaction to an existing batch. 
    • If you would like to add this transaction to an existing batch select the batch you would like to add this transaction to from the drop-down menu.
  6. Enter a Transaction Date.
  7. Select if this transaction should be connected to an existing person in Elvanto, add a new person, or none.
  8. Select the payment Method.
    Note: Additional Payment Methods can be added by selecting 'Other' but cannot be edited nor removed.
  9. Enter the Amount.
  10. Select the Account this transaction should be connected to. 
    Note: Learn more about Chart of Accounts in Elvanto.
  11. Add a Memo. (Optional)
  12. Check if this is a Tax Deductible transaction.
    Note: The default is set to Tax Deductible.
  13. Select Save or Save & Add Another.

 

Adding A Transaction to an Existing Batch

  1. Log into Elvanto as an Admin. 
  2. Hover over Financial in the navigation menu. 
  3. Select Batches.
  4. Select Add Batch or select the existing Batch you would like to add transaction(s) to.
  5. Select Add Transaction.
  6. Enter a Transaction Date.
  7. Select if this transaction should be connected to an existing person in Elvanto, add a new person, or none.
  8. Select the payment Method.
    Note: Additional Payment Methods can be added by selecting 'Other' but cannot be edited nor removed.
  9. Enter the Amount.
  10. Select the Account this transaction should be connected to. 
    Note: Learn more about Chart of Accounts in Elvanto.
  11. Add a Memo. (Optional)
  12. Check if this is a Tax Deductible transaction.
    Note: The default is set to Tax Deductible.
  13. Select Save or Save & Add Another.

 

You have now successfully recorded a transaction in Elvatno. If you have any further questions please reach out to our support team.

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