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Finance
Tithes, Offerings, Expenses and other contributions
Accepting Online Giving with Paystack
How Sermfy's Paystack integration works, and how online gifts land in your ledger.
Backdating an Offering's Entry Date (Admin Only)
See how admins with the right permission can set an offering's Entered On date to the past for accurate historical record-keeping.
Best Practices for Categorizing Gifts with Funds
Keep your Finance reports meaningful by being consistent about when to use a Fund.
Filtering Finance Records by Year, Month, or Date Range
Narrow finance records to a specific period or category instead of scrolling through your entire giving history.
How Offerings Link to Events and Services
Understand when an offering can be tied to an Event, a specific Service, or neither, and why Service is never available on its own.
How Sermfy's Finance Ledger Works
A plain-language look at the double-entry system running behind every simple giving form.
Reconciling Your Finance Records: What to Check Monthly
A simple monthly routine to keep your ledger trustworthy.
Recording Tithes and Offerings
How to record a gift, and why Tithes, Offerings, and Funds all share the same underlying system.
Setting Up Funds
Track giving toward a specific purpose, and what happens to history when a fund is closed.
Understanding "Entered By" and "Entered On" on an Offering
Learn why every offering tracks who created it and when, separately from the transaction date the money was actually given.
Understanding Giving Receipts
What's on a receipt, the difference between manual and automatic receipts, and what happens with no email on file.
Understanding Monthly Income on Your Finance Overview
See why the Finance Overview now shows a running current-month total instead of just last week's giving.