Giving financial overview

Review recorded donation activity by period and fund. Giving, donation analytics, campaigns, imports and donor receipts remain available on Free.

Read activity in context

Choose the reporting period and review payment status, refunds and fees alongside the source records. A donation total is not a bank balance, fund balance or a statement of spendable cash. Do not combine different currencies into one amount.

Income and expenses

Accounting and AI add non-donation income, expense review and external payment records, plus reports and CSV/PDF exports. These describe recorded activity; they do not provide a general ledger, budget management, bank reconciliation or a fiscal-year close.

Who can work with records?

Administrators and staff can access standard accounting activity according to their permissions. Only administrators can access restricted records, payroll and tax-season records. Member accounts do not receive church accounting data.

Payroll and tax-season preparation

Keep records and prepare exports for your payroll provider or tax professional. Relius does not run payroll, calculate your taxes, or file returns.

If the report fails

An error is not a zero balance. Retry after reconnecting, check your date and currency filters, and ask your administrator about access. Historical accounting records remain available to authorized roles after a downgrade; new changes and paid reports need Accounting or AI.