Prepare Year End Donor Statements

Your year end donor statements are easy to produce out of the Simplify Church Bookkeeping Portal. Login to the portal 2. Choose Contributors from the Left Side Navigation. 3. Choose the Button for “Giving Report” 4. Choose Your Desired Report Date Range. Select Search. 5. Select the Orange Button “PDF Giving Report” 6. Your reports […]

Add a New Person

Simplify Community is managed by person, meaning, each person can be entered individually first, then they are added or connected to a family relationship. To Add a New Person – Click either the QuickLink in the Dashboard for “Add Person” or; Click on the “Person” link in the sidebar. – From Person Page, Click Add […]