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Relius guidebook

Documentation

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

Accounting guide

Reports & exports

Review a defined set of recorded activity before sharing it.

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 view standard activity reports. Payroll, tax and restricted records require an administrator.

Compare Free, Accounting and AI

Complete the task

  1. Open Accounting → Reports and choose activity, payroll or tax records. Payroll and tax reports require an administrator.
  2. Select inclusive start and end dates covering at most 366 days. Activity uses income, expense and donation dates; payroll uses payment dates; tax records use recorded dates, with an optional tax-year filter.
  3. Choose a source for activity reports and a currency for activity or payroll reports. Tax records do not use a currency or activity-source filter.
  4. Review each currency separately and check record statuses. The report uses current statuses for records dated in the selected period, not a frozen period-end snapshot. Legacy expenses without a confirmed currency stay in a distinct unclassified group, not a converted total.
  5. Download CSV for working with records or PDF for a readable report. Keep the selected scope with the file and protect sensitive payroll information.
  6. After a downgrade, use the raw history CSV export for existing records. Paid aggregate reports require Accounting or AI.
Open Reports & exports 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.