While online giving is a key part of your ministry, you also need a simple and secure way to manage your offline donations, like the cash and checks you receive on a Sunday.
Our Batch Management tool is designed for this exact purpose. It allows your finance team or counters to efficiently enter these donations, which are then grouped into a "batch." This ensures your data is accurate, your records are balanced, and your members' giving statements are complete.
You can find all your financial tools, including batch entry, in the main Financial Management section.
Navigate to "Financial Management" from the main navigation menu on the left.
On this page, you will see a tab or section for "Batches"
On the Batches tab, click the "Create New Batch" button.
You will be asked to give the batch a name (e.g., "Sunday Giving - 11/16/25") and set the date of the donations.
After you create your batch, you'll be taken to the Batch Entry View. This is a simple, efficient grid designed for fast data entry.
For each donation, you will simply:
Find the Member: Start typing the person's name, and EvangelOS will find their profile.
Enter the Amount: Type in the amount of their donation.
Select the Fund: Choose the fund they are giving to (e.g., "General Fund," "Building Fund").
Select the Method: Specify how they gave (e.g., "Cash," "Check").
You'll repeat this for every donation in your stack of envelopes. The system will keep a running total at the bottom, so you can easily balance it against your physical count.
Once you have entered all the donations and your totals match, you can "Commit" the batch. This will officially add all of these donations to your members' giving records.
To properly track your giving, you first need to set up your different giving funds. Our next guide, "Managing Funds," will show you how to create funds like "General Fund," "Building Fund," or "Missions."