Reconciling deposits that come from Tithely Giving quickly by using the Deposit Reports tool. You can view all deposits Tithely has made into your bank account with the Deposit Reports tool. We'll guide you through how to navigate each section of Deposits below.
Please Note: The first step of these sections is to login to your Tithely account.
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to View Summary Details of a Bank Deposit Report
Video: How to View Summary Details of a Bank Deposit Report
How to:
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Locate the bank deposit you'd like to view.
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Click on the bank deposit to view a summary of the bank deposit.
How to View the Transactions of a Bank Deposit Report
Video: How to View the Transactions of a Bank Deposit Report
How to:
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Find the bank deposit you'd like to view.
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Click on the bank deposit to view a summary of the bank deposit.
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On the deposit details card, scroll down to the bottom of the page.
Click the View All Transactions button to view transactions of a bank deposit.
How to Export a CSV of a Bank Deposit
Video: How to Export a CSV of a Bank Deposit
How to:
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Find the bank deposit you'd like to view.
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Click on the bank deposit to view a summary of the bank deposit.
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On the Deposit card, click the Download CSV button
A pop-up may appear asking you "Do you want to allow downloads on “app.tithely.com”?" Select Allow.
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A file will download to your computer. Depending on your settings, this may go to your Downloads folder, Desktop or other pre-selected location.
How to Export a Specific Date Range of Bank Deposits
Video: How to Export a Specific Date Query of Bank Deposits
How to:
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Click the +Filter button.
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Select your Date Range and click the Apply button.
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Click the download icon in the upper right corner of the page.
A pop-up may appear asking you "Do you want to allow downloads on “app.tithely.com”?" Select Allow.
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A file will download to your computer. Depending on your settings, this may go to your Downloads folder, Desktop or other pre-selected location.
How to Mark a Deposit as Reconciled
Video: How to Mark a Deposit as Reconciled
How to:
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Select Giving on the left-hand menu.
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Select Bank Deposits from the Giving menu.
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Find the bank deposit you'd like to view.
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Click on the bank deposit to view a summary of the bank deposit.
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Click the Mark as Done! button to mark a deposit as reconciled.
When a deposit has been marked as reconciled, it will have a green check mark in place of the 'Mark as Done!' square and the reconciled date on the right.
How to Customize the Bank Deposit Download
To tailor the bank deposit download to your specific needs, follow these steps:
- Log into Tithely.
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Select Giving.
- To the right of Transactions select the arrow icon.
- Select Details.
- Click on Bank Deposits.
- Select Deposit
- Click on the arrow icon on the top right next to Transactions.
- Select the download icon (Box with an arrow pointing inside)
- Select the location on your computer to save your file.
- Select Save.