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Relius guidebook

Documentation

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

Accounting guide

Expenses and review

Follow each expense from draft to recorded external payment.

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.

Staff can create and submit standard expenses. Administrators approve, reject, record payments and void records; restricted expenses are administrator-only.

Compare Free, Accounting and AI

Complete the task

  1. Create a draft with date, vendor, category, amount and currency. Add supporting reference details and save.
  2. Check the incurred date and submit the draft for review. Submission does not mean approval or payment.
  3. An administrator approves or rejects the submitted expense. Read the rejection reason and correct a rejected draft before submitting again.
  4. After an external payment, an administrator records its date, method and reference or manual-record note. Relius does not transfer funds.
  5. Void an incorrect finalized record with a reason. Legacy records retain their original values and do not imply historical approval or payment.
Open Expenses and review 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.