Connection Card Pro Help & Documentation

Last Updated: Aug 8, 2023 10:56 AM

Bookkeeping: Journal

Your Journal contains all your transactions and journal entries. Your Journal entries are automatically recorded in Connection Card Pro on the date they are processed. You can also manually enter journal entries. Your journal will show a record of all your organization’s transactions in sequential order by date.

Viewing Journal Entries

From the menu:
Accounting > View Journal

You can search for specific transactions by filtering the results. If you’re looking for your ongoing Register and Balance, navigate to Accounting > View Registers.

Transactions such as monthly deposits from recurring giving will not appear in the journal and register until they have been processed. To see what dates are set for recurring giving you can go to Accounting > Financial Settings > Recurring Giving Profiles and click on “view” by a donation. The date listed here is the date that the transaction should appear in your register and journal. You can edit the register, fund, income, and expense accounts but the individual donor is the only one able to change the amount of their recurring giving.

If you don’t see your recurring giving or other deposits in your journal, check your Filters at the top of your Journal page. If you have a specific account or dates or something else selected, it will only show transactions which meet those criteria.

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