How do I record income transactions?

ExpensePlus enables you to create accurate accounts fast, without the need to key in data each month.

Within ExpensePlus, here is how different income is recorded:

  • Donations Income (including standing orders) - Once you have reconciled your bank transactions for the first month, ExpensePlus is able to auto-reconcile your recurring donation transactions at the click of a button. You can learn more about this here.
  • Other Income (including recurring income) - ExpensePlus is able to auto-reconcile other recurring income too. You can learn more about this here.
  • Invoice Income - The invoicing module within ExpensePlus connects with the bank reconciliation module. So once an invoice has been created, the income payment simply matches against the outstanding invoice. You can learn more about this here.
  • Bank Deposits - For churches and charities that bank cash and cheques, the Bank Deposit screen replaces the need for a paper form and enables one-click matching of bank deposits once these appear on your bank statement. You can learn more about this here. Note: This screen ISN'T for keying in income via bank transfer, standing order or via a payment processor.

The best way to find out more is to sign up for a free online tour. The online tour of ExpensePlus is a great way to get started and see for yourself how ExpensePlus works. The tour covers all the key modules within ExpensePlus, as well as many commonly asked questions.

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