Financials
The Financial Functional Area in ShulCloud enables admins to manage and track all payment and charge activities, whether on a full-database scale or at the individual account level. Key features include, but are not limited to, handling donations, online payments, adding transactions, batch billing, deposits, refunds, generating statements, and producing detailed transaction reports.
Transaction Add
Transactions
Deposits
Dedications
Statements
- Tax Statement – Charge Type Summary Date Modification
- Removing Aging from your statements
- Tax Statement Resources
- Generating Receipts
- Generating Invoices
- Create a Statement: Account Level (How To)