To view the Transaction History of your congregation in RakefetOnline, click on the menu tab Transactions.

The defaulted Filter View in the Transactions page is All Transactions.


The Transactions page is RakefetOnline's General Ledger.


Users can Filter for Income, Payment, Donations, Journal (Entries), Charges, Expense, Other Credits and Work Credits.


Additional Filters can be applied with the ML Only and Income / Expense switches.

Users can also Search for Account Number, Account Name, or Family Name and Value Ranges.

Queries can be made for a date search range, From Date to To Date or by Quick Date Setup and to receive totals.


All Filters, Searches and Queries can be exported as a CSV using the button labeled, "Export Filtered Records to CSV."

To export all Financial Transactions, click on the button labeled, " Export All Records to CSV".


Click HERE to watch a brief video of Transaction History / Office Side Search & Filtering.


To Filter or Search: Enter your choices and click Run Report button.

To Clear Filter or Search: Click the Clear button.


Adding Transactions to the Transaction History Page


All payment, donation, Expense, Income, Journal Entry and Refund / Reversal is posted to the Transaction History Page.


The Transaction History Page is RakefetOnline's General Ledger.


In the Transactions page, users with permission can add receivable Payments, Donations, Charges and Credits to a family's account.  Family accounts are available on the Add Transaction popup form, as well as the ability to select the Account, Type of Account, Memo, Transaction Date and Amount.


Users can also add Income and Expenses to the Transaction page by turning the switch away from Receivables and towards the I/E on the +Add Transaction popup screen. When adding an Income or Expense, the transaction can also be linked to a Vendor in the Add Transaction popup screen.  In this same screen, Account, Payment Type, Memo, Transaction Date and Amount can be entered.


When adding a transaction, click the +Add button to post and save the entry.




Transaction History Page (RakefetOnline General Ledger):





Adding a Receivable to a Family:





Adding an Income or Expense: