Connection Card Pro Help & Documentation

Creating a Budget Breakdown by Department

Connection Card Pro ‘s Budget feature is an Add-On which can help you and your staff efficiently create a budget for your organization quickly! Our Budget Add-on package also includes our Reimbursement Requests feature and our Credit Card Expense Report feature!

To Add the Budget Add-On feature, click on your Profile Image in top right corner > Billing and under Additional Services select Budgets, Reimbursements, Expense Forms!

By adding the Budget feature to your Connection Card Pro package, your staff and departments can use our powerful Budgeting feature to quickly build your annual budget! Grant access to ministry leaders to submit line items for their own departments which automatically sync up with your chart of accounts.

Use our Budget feature to create an entire annual budget for your church or organization in less than an hour! (at least according to one of our customers who recently created an annual budget for a network of 8 churches in less than 45 minutes!). 

And, as mentioned above, you will also have access to Connection Card Pro’s Reimbursements and Credit Card Expense Reports features that are included with the Budget Add-On!

To Create a New Budget Broken down by Departments

Each department's budget will be accessible to the leader(s) of that department. They will be able to enter their amounts, save and submit the budget. Those numbers will be used to calculate the total budget. Leaders of departments will not be able to view or edit any other budgets unless they also have the appropriate permissions in their user account.

Each Department leader / staff member this is shared with will only see the budget for their department, unless they have full admin rights.

From the menu:
Accounting > Budgets

• Type in your Description/Title and complete all fields here and click Next.
• Select the Build by Department option and Save changes.
• Select the departments to include on this budget and a budget Deadline at the bottom of this page and click Next.
• Share Budget: Select your department leaders or other staff you want to share the budget with to allow them to enter numbers for their department for approval and click Save.
• Those you have shared the budget with will receive an email notification that their department budget has been shared with them. They can click on View Budget from their email to go directly to that budget page.
• Have each Department fill in their department budget, adding any Income line items along with their Expense Line items under the appropriate headings.
• Use the + to add more line items.
• Click “Same Amount each Period” to automatically enter the same amount in the other months or quarters after you enter an amount in the first column. Or uncheck to enter different amounts for each month or quarter.
• In Expense line items you can choose to use a dollar amount or automatically calculate an amount based on a percentage of your budget from an income line item.
• Save Budget.
• Submit budget when completed. 

Or see our help document on how to create a Simple Budget.