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Relius guidebook

Documentation

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

Accounting guide

Income records

Record income that is not already a donation.

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 manage standard income records. Restricted financial information is limited to administrators.

Compare Free, Accounting and AI

Complete the task

  1. Open Accounting → Income and create a draft with a date, source, amount and explicit currency.
  2. Choose an income category and add a reference or notes. Do not copy donations into income; donation activity is reported separately.
  3. Check the draft, then record it. Recorded income is retained as history; void with a reason for a correction instead of silently rewriting it.
  4. Filter by the business-date period and currency before reviewing activity or downloading an export.
Open Income records 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.