I can't find any Transaction Groups

Using Transaction Groups is optional within ExpensePlus. To find out more about transaction groups check out these other help guide articles:

• What are Transaction Groups used for?
• What's the difference between Funds, Categories, Category Connectors, Projects and Transaction Groups?

Whilst transaction groups can be helpful, many churches and charities don't need them. So if you are unsure, we'd recommend you leave them set as hidden.

How to turn on Transaction Groups

If you are looking for this feature but can't find it, it has likely been turned off (selected as hidden) within the system-wide settings.

Within the system settings screen, go to the 'system-wide' section and click the 'edit' button to the right of that section.

In the popup that appears, to display transaction groups, select either 'optional' or 'required'.

If you set transaction groups to 'required', users will be required to enter a transaction group when submitting purchases and when they edit existing income and expenditure transactions.

To better understand the Finance Reports module, please view the module overview video here.