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Relius guidebook

Documentation

Clear steps for the people, practices, and tools that help your church stay connected.

Accounting guide

Accounting

A shared place for financial records and the next review.

Plans and access

Accounting and AI include these recordkeeping tools. Free keeps people, membership, donations, receipts and giving insights. Existing accounting history and raw CSV exports remain available to authorized roles after a downgrade; new changes and paid reports need Accounting or AI.

Administrators and staff can work with standard income and expense records. Administrators approve, record payments and access restricted records. Payroll and tax records are administrator-only.

Compare Free, Accounting and AI

Complete the task

  1. Choose a currency and income or expense categories before entering new records. Keep donation funds in Giving.
  2. Record non-donation income and expenses. Review drafts before recording income or submitting an expense.
  3. Administrators review expenses, then record evidence of a payment made outside Relius. Recording a payment does not send money.
  4. Select a period, currency and source in Reports & exports. Review the included records before sharing the downloaded file.
Open Accounting in the web app

Sign in with your church account. Accounting work is available in the web app; native mobile does not expose church accounting or payroll records.

If something needs attention

  • Validation error: keep the draft open, correct the highlighted dates, currency or amounts, and retry. Use whole amounts for JPY.
  • Record changed: reload the latest version before repeating an action. Do not assume another reviewer’s change failed.
  • Access denied or read-only: ask your church’s billing administrator to check the plan and your role. Do not create a duplicate record to work around access.
  • Offline, server or export error: reconnect and retry. An error is not an empty report or confirmation that the record saved. Check history before repeating a payment-record action.
  • Every export, including raw history, requires explicit start and end dates covering at most 366 days, including both dates. Export too large: narrow the period or source. CSV and PDF reports use the same selected scope; raw history exports use CSV.