Connection Card Pro Help & Documentation

View, Approve and Check Status of Budgets

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 View and Approve Submitted Budgets

From the menu:
Accounting > Budgets

The person who created and shared the budget will see a green check mark “Awaiting Approval” when a budget has been submitted.

• Click “View” by that budget to review a submitted budget and Approve, Edit or Reject.
• You can also lock budget once everything is approved, if desired.

To Edit, see Status or Print your Budget

From the menu:
Accounting > Budgets

• Select Print, View or Edit to the right of that budget.
• In the Status column on this page you can see the status of the budget.