ChMS Finances

ChMS Finances

Learn about the Giving tab in our ChMS platform, including how to reconcile gifts and send giving statements.

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About this Course

Join us live or watch a recorded workshop about the Giving tab in our ChMS platform. Topics include:

  • How to reconcile online, check, and cash gifts
  • How to create and send giving statements to donors
  • How to adjust financial settings in the ChMS platform

Who would benefit from this course? 

  • Administrative Support
  • Executive Pastors
  • Finance and Generosity Leaders

Curriculum1 hr 29 min

  • Join Us Live
  • ChMS Finances - Walkthrough
  • Updated ChMS Navigation!
  • Financial Settings 0 hr 19 min
  • Processing Finances 0 hr 31 min
  • Giving Statements 0 hr 28 min
  • ChMS Transaction Import Tool 0 hr 11 min
  • Next Steps
  • Course Feedback
  • What's Next?

About this Course

Join us live or watch a recorded workshop about the Giving tab in our ChMS platform. Topics include:

  • How to reconcile online, check, and cash gifts
  • How to create and send giving statements to donors
  • How to adjust financial settings in the ChMS platform

Who would benefit from this course? 

  • Administrative Support
  • Executive Pastors
  • Finance and Generosity Leaders

Curriculum1 hr 29 min

  • Join Us Live
  • ChMS Finances - Walkthrough
  • Updated ChMS Navigation!
  • Financial Settings 0 hr 19 min
  • Processing Finances 0 hr 31 min
  • Giving Statements 0 hr 28 min
  • ChMS Transaction Import Tool 0 hr 11 min
  • Next Steps
  • Course Feedback
  • What's Next?