Good Hope Baptist Church
Dashboard
Financial snapshot
Fund balances, giving, expenses, and undeposited funds.
This prototype stores data in your browser for validation. Use Settings to export a backup.
Recent activity
Latest donations, deposits, checks, and imports.
Budget health
Year-to-date spending against annual budget.
Process donation
Funds post to Undeposited Funds until deposited.
Planning Center import
Import Giving CSV exports. Duplicates are skipped by external ID.
Donation history
All gifts, including Planning Center imports and manual entries.
| Date | Donor | Fund | Method | Amount | Status |
|---|
Create deposit
Select undeposited donation items and move them to the correct checking account.
Deposit history
Posted deposits and printable deposit slips.
| Date | Fund | Bank Account | Items | Total |
|---|
Write check
Checks reduce the selected fund and bank account and record an expense.
Check printing
Print selected checks in 3-check-per-page format.
Check register
Posted checks and expenses.
| Date | # | Payee | Fund | Expense Account | Amount |
|---|
Running transaction history
Bank-style register showing deposits, checks/payments, and the running balance after each transaction.
| Date | Type | Description | Fund | Bank Account | Deposit | Payment | Running Balance |
|---|
How the running balance is calculated
Deposits increase the selected bank balance. Checks and payments reduce it. The running balance is calculated in chronological order and shown as the balance after each transaction.
Annual budget setup
Budget values are reporting only and do not change actual balances.
Budget vs actual
Annual budget vs YTD and monthly budget vs current month.
| Expense Account | Fund | Annual Budget | YTD Actual | Annual Remaining | Monthly Budget | Month Actual | Monthly Remaining |
|---|
Contribution statements
Prepare annual donor statements for print or PDF.
Donors
Names and contact information for contribution records.
| Name | Phone |
|---|
Vendors
Payees available during check writing.
| Name | Phone |
|---|
My profile
Profile information follows the signed-in user and can be synced from Google Workspace in the hosted version.
Access summary
Your role controls the screens and actions available to you.
Hosted identity note
In production, profile basics can come from Google Workspace using OIDC claims, while app-specific fields stay in the tenant database.
Audit trail
Financial, security, integration, reporting, and administration events for external review.
| Timestamp | Actor | Event | Record | Amount | Details |
|---|
Production audit note
This validation build records audit events in browser storage. The hosted version should generate append-only audit records server-side, protect them from tenant admins, and retain/export them according to customer policy.
Help documentation
Built-in documentation for the current validation build and production SaaS design direction.
Planning Center Giving
Configure how online giving will flow into the accounting ledger.
Integration framework
Multi-tenant connectors can be enabled per customer without changing the core ledger.
Security model
Secrets should never be stored in the browser. The SaaS version should store encrypted connector credentials per tenant and perform sync jobs server-side.
Company / organization settings
Site admins can update the church or customer name, address, phone, website, tax details, and SaaS tenant metadata used on reports and printouts.
Branding
Site admins can configure the logo, app name, colors, and visual identity for the church or customer tenant.
About this build
Non-distracting product and version details for support, release tracking, and future SaaS operations.
Feature flags
Enable or disable modules by tenant. Disabled modules disappear from navigation and protected actions.
Funds and accounts
Add funds, bank accounts, and expense accounts.
Expense accounts
Add, rename, or delete unused expense accounts. Accounts with check history are protected so past reports stay accurate.
Data tools
Validation mode uses browser storage. Export often.
Planning Center integration path
This validation build supports CSV import now. For cloud hosting, use a server-side OAuth connection so Planning Center secrets are never stored in the browser.
Security and access
Manage users, roles, permissions, and the Google Workspace federation plan.
User administration
Add users, assign roles, and deactivate access. In production, these users would be linked to Google Workspace identities.
Role permission matrix
Roles are fixed in this prototype. The hosted version should enforce these permissions in the API and database layer.
Google Workspace federation
Configure the intended Google Workspace domain and group-to-role mapping for the hosted version.