Connection Card Pro Help & Documentation

Creating a Budget Breakdown by Department

Connection Card Pro ‘s Budget feature will help you and your staff efficiently create a budget for your organization quickly! Our Budget feature also includes a Reimbursement Requests feature and Credit Card Expense Reports!

Your department staff can use our powerful Budgeting feature to quickly build an annual budget! Grant access to ministry leaders to submit line items for their own departments which automatically sync up with your chart of accounts.

Use our Budget feature to create an entire annual budget for your church or organization in less than an hour! (at least according to one of our customers who recently created an annual budget for a network of 8 churches in less than 45 minutes!). 

To Create a New Budget Broken down by Departments

Each department's budget will be accessible to the leader(s) of that department who are linked to that department with a classification of Primary Leader or Secondary Leader. They will be able to enter their amounts, save and submit their individual budget. Those numbers will be used to calculate the total budget. Leaders of departments will not be able to view or edit any other budgets unless they also have the appropriate permissions in their user account.

Each Department leader / staff member this is shared with will only see the budget for their department, unless they have full admin rights.

STEP 1:

Create your Primary and Secondary Leaders for the Department you are creating a budget for. These classifications can be customized in the Department (or other group types) by going to Groups > Departments > Click the Gear Icon > Classifications.

STEP 2:

From the menu:
Accounting > Budgets

• Click "New Budget" to create a new budget.
• Type in your Description/Title and complete all fields here and click Next.
• Select the Build by Department option and Save changes.
• Select the departments to include on this budget and a budget Deadline at the bottom of this page and click Next.
• Share Budget: Select your department leaders or other staff you want to share the budget with to allow them to enter numbers for their department for approval and click Save.  The names will be great by default (Selected), however, you can deselect any of those names by clicking on the name, if you do not want all leaders/secondary leaders of a department to be involved in the budget.
• Those you have shared the budget with will receive an email notification that their department budget has been shared with them. They can click on View Budget from their email to go directly to that budget page.
• Have each Department fill in their department budget, adding any Income line items along with their Expense Line items under the appropriate headings.
• Use the + to add more line items.
• Click “Same Amount each Period” to automatically enter the same amount in the other months or quarters after you enter an amount in the first column. Or uncheck to enter different amounts for each month or quarter.
• In Expense line items you can choose to use a dollar amount or automatically calculate an amount based on a percentage of your budget from an income line item.
• Save Budget.
• Submit budget when completed. 

Or see our help document on how to create a Simple Budget.