> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kehillahq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Donations and the contributions ledger

> Every payment your congregation has recorded, in one list.

The **Donations** page is your full ledger: every contribution recorded, whatever it was for and however it arrived.

Dues payments, fund donations, cash in an envelope, a PayPal gift filed last Tuesday. All of it, newest first.

<Frame>
  <img src="https://mintcdn.com/kehilla-hq/q9cf7AyeDvh7dxyE/images/donations-ledger.png?fit=max&auto=format&n=q9cf7AyeDvh7dxyE&q=85&s=23afea15235a42e1ad2fbf546abe2621" alt="The Donations page listing contributions with amounts, funds, and payment methods" width="2880" height="1800" data-path="images/donations-ledger.png" />
</Frame>

## What each row shows

The date received, the amount, who it came from, what it was for, and how it was paid.

Amounts line up on the right in a consistent style, so a column of figures can be scanned and compared. Payment methods are written properly, so ACH reads as ACH rather than Ach.

## Filtering

Filter by date range, by fund, by household, and by payment method.

Filters go into the page address, so a view you use often can be bookmarked and reopened filtered. Sharing the link gives a colleague the same view, if their role allows it.

Some useful combinations:

* **One fund, one dues year** answers "how did the building fund do last year".
* **One household, all dates** is that family's complete giving history.
* **Payment method Cheque, last month** is a reconciliation aid.

## Recording, editing, and removing

Record a contribution from here. See [Recording a payment](/finances/record-a-payment).

Open any row to edit it. Editing is the right way to fix a payment recorded against the wrong household, the wrong fund, or the wrong year.

Deleting is for entries that should never have existed. There is no void or refund flow, so a refunded payment is better recorded as a separate offsetting entry, which leaves the history telling the true story.

## Reading the ledger against your dues page

A contribution appears here whether or not it is linked to a dues commitment. That is the point of a ledger: it records what arrived.

But **only payments linked to a commitment count toward dues**. So the two pages can disagree, and when they do it usually means something is unlinked.

If a household says it has paid and the Dues page still shows a balance:

<Steps>
  <Step title="Find the payment in the ledger">
    Filter by that household.
  </Step>

  <Step title="Look at what it is linked to">
    If it is linked to a fund, or to nothing, that is your answer.
  </Step>

  <Step title="Edit it">
    Link it to the right dues commitment, for the right year.
  </Step>
</Steps>

## Statements for families

Filtering to one household gives you their giving history for a year, which is what you need when a family asks for a record of their contributions.

<Note>
  Tax receipts and formal acknowledgement letters are not generated for you. Use the filtered ledger as the source and produce the letter in your own words. Rules about what a receipt must say vary by country, so check yours.
</Note>

## Who can see this page

Admin and Financial Admin can view and record. Board Member can view but not change. Clergy, Staff, and Volunteer have no access. See [Roles and permissions](/get-started/roles).
