Keeping track of individual donations made by church members is crucial for financial transparency and reporting. Elvanto offers a couple of ways to view these donations:
Viewing Donations from a Person’s ‘Activity’ Tab
Accessing the Activity Tab
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Navigate to the Activity Tab:
- Go to the individual’s profile in Elvanto.
- Click on the ‘Activity’ tab.
Viewing Financial Activity
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Permissions:
- Ensure you have the necessary permissions to view the financial area.
- Only users with access to the financial area can see financial activity.
Details:
- Recorded donations will appear automatically in the financial area of the person’s ‘Activity’ tab.
Checking Payments within Batches
Accessing Financial Page
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Navigate to the Financial Page:
- Go to the Financial page in Elvanto.
- View your batches to track individual donations.
Batch Integration with Online Giving Providers
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Integrated Batches:
- If your Elvanto account is integrated with an online giving provider, batch names will include the name of the giving solution and the date for easy identification.
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Example Batch Names:
#37: Continue To Give 2014-07-21#36: Tithe.ly 2014-07-30
Naming Conventions
- Your church may have an existing way of naming batches in Elvanto.
- Ensure that the batch names are clear and consistent to help your financial staff track donations effectively.