Connection Card Pro Help & Documentation

Last Updated: Aug 2, 2023 10:09 PM

Creating a Budget Breakdown by Department

Connection Card Pro ‘s Budget feature is an Add-On which can help you and your staff efficiently create a budget for your organization quickly! Our Budget Add-on package also includes our Reimbursement Requests feature and our Credit Card Expense Report feature!

To Add the Budget Add-On feature, click on your Profile Image in top right corner > Billing and under Additional Services select Budgets, Reimbursements, Expense Forms!

By adding the Budget feature to your Connection Card Pro package, your staff and departments can use our powerful Budgeting feature to quickly build your 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!). 

And, as mentioned above, you will also have access to Connection Card Pro’s Reimbursements and Credit Card Expense Reports features that are included with the Budget Add-On!

To Create a New Budget Broken down by Departments

Each department's budget will be accessible to the leader(s) of that department. They will be able to enter their amounts, save and submit the 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.

From the menu:
Accounting > Budgets

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

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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