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Use Gifting & Donations to record financial contributions by branch and category. You can log one entry at a time, use bulk entry for faster data entry, review recent entries, and report on giving across the organisation.
Who can do this: Organisation owners and organisation admins can work across branches. Treasurers can work only with their assigned branch. Branch admins and editors do not see Gifting & Donations in the sidebar.

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Open gifting

In the sidebar, click Gifting & Donations. If you are org-scoped, choose a branch from the branch selector before logging entries. If you are a treasurer, Bethel ChMS uses your assigned branch automatically. The page defaults to the last 30 days. Use the date range control to change the totals and recent entries list.

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Set up categories

Gifting categories define how donations are grouped, such as general offering, missions, or building fund. Organisation owners and organisation admins can manage categories from Gifting Categories. You can:
  • Click Add Category to create a category.
  • Use Rename / Edit to update a category name or description.
  • Drag categories to change their display order.
  • Use Archive when you no longer want a category available for new entries.
  • Use Delete only for categories with no entries.
System categories can be archived but not deleted. Categories that already have entries cannot be deleted.

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Activate categories for a branch

Each branch chooses which organisation categories it uses.
1

Open the branch

Go to Organisation > Branches and open the branch.
2

Find Gifting Categories

In the branch details page, find Gifting Categories.
3

Turn categories on or off

Use the switch beside each category. Changes apply immediately.
Only active, non-archived categories appear when you log entries for that branch.

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Log a single entry

Use Log a single entry when you have one donation to record.
1

Choose the date

Enter the Date for the donation.
2

Choose a category

Select Category. Bethel ChMS remembers the last category you used for that branch.
3

Enter the amount

Enter Amount, or use a quick amount button.
4

Add notes

Add Notes if you need extra context.
5

Save the entry

Click Log entry.
Treasurers can backdate entries up to 90 days. Organisation owners and organisation admins can use any entry date.

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Use bulk entry

Use Bulk entry when you need to log several donations for the same branch and date.
1

Open bulk entry

From Gifting & Donations, click Bulk entry.
2

Confirm the branch

Check the Saving to branch. Org-scoped users can use Switch branch.
3

Set the entry date

Choose Entry date. This date applies to every row.
4

Fill in rows

For each row, select Category, enter Amount, and add optional Notes.
5

Save valid rows

Review the Summary panel and click Save entries.
The bulk grid shows the number of valid rows, a running total, and a category breakdown. Empty or invalid rows are not saved.

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Review and update entries

The Recent entries card lists entries for the selected branch and date range. It shows the date, category, amount, notes, who logged the entry, and status badges such as Edited or Deleted. You can filter recent entries by category. Organisation owners and organisation admins can also filter by Logged by and turn on Show deleted. Click an entry to open Entry Detail. From there:
  • Use Edit entry to change the date, category, amount, or notes.
  • Use Delete entry to soft-delete the entry.
  • Review Audit History to see changes made to the entry.
Deleted entries are reversible by an organisation owner or organisation admin. Treasurers can edit or delete non-deleted entries only in their assigned branch.

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Run gifting reports

Go to Organisation > Reports > Gifting & Donations Report to review aggregated giving. The report includes:
  • Total Received for the selected period.
  • vs Prior Period compared with the previous equivalent period.
  • Number of Entries.
  • Top Category.
  • Category Breakdown sorted by total received.
  • Branch Comparison when more than one branch is selected.
  • Gifting Over Time with daily, weekly, monthly, or yearly granularity.
  • Entries drill-down with pagination.
Use the filters to choose date range, branches, categories, and granularity. Organisation owners and organisation admins can include deleted entries. Treasurers are locked to their assigned branch and cannot include deleted entries. Click Export CSV to download the report entries for the selected filters.

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Feature and billing gates

Gifting is included in the Standard plan. If a feature gate blocks access, Bethel ChMS sends you to the feature availability page instead of showing partial gifting screens. See Feature availability by plan. If your organisation is paused for billing, gifting mutations are blocked until billing is restored. See Billing and subscription.