JADE FUNDS HELP CENTER
How can we help?
Practical guides for the work your church does every week.
Search by a task, a question, or a word you see in the app.
Help articles
- Choose the right financial reportFind the view that answers your question about activity, balances, funds, or the budget.
- Why is a transaction missing from a report?Check review status, dates, categories, funds, and access before changing the books.
- Invite a colleague to your churchSend an organization invitation and assign the roles the person needs.
- Understand roles and accessKnow why two colleagues may see different accounts, actions, or budget tools.
- Update your profile and switch organizationsManage your own name and time zone, and choose the organization you are working in.
- Set up an authenticator appAdd sign-in verification and save your recovery codes before you need them.
- Import and export your church’s dataUse the Data workspace to preview imports and download records you are authorized to export.
A question about your church’s workflow?
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