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Hillfold

Share financial reports with members

Add the treasurer's reports and budgets as PDFs and choose when members can see them.

Who does thisTreasurer and office staff

Many churches share a monthly treasurer’s report, the yearly budget, or an audit letter with members. Hillfold keeps these as PDFs that only approved members can open. Nothing here is public, and people still waiting for approval can’t see it.

Before you start

  • The treasurer, secretary or webmaster (or whatever your church calls those roles) can add reports.
  • Save the report as a PDF first. Most programs can save or print a document as a PDF. Each file can be up to 15 MB.

Add a report

  1. Go to Administration → Financial reports.
  2. Under Add a report, type a Title, such as “Treasurer’s report”.
  3. Add a Period if you like, such as the month or year it covers.
  4. Add a Note for members if you like.
  5. Choose the PDF.
  6. Tick Publish to members now if members should see it right away. Leave it unticked to add it as a draft.
  7. Choose Add report.

Publish, take down or remove

Below the form, reports are listed by year. Each one shows whether it’s published.

  • Open shows the PDF.
  • Publish lets members see a draft. The date it was shared is shown to members.
  • Take down hides a published report from members again. You can publish it later.
  • Remove deletes the report and its PDF for good. Press it twice to confirm.

Publishing, taking down and removing are recorded in the Activity log.

What members see

Members open Financial reports from the member menu. Published reports are listed by year, with the period, the date shared, and your note. They choose Open the PDF to read one.

Members are asked not to post or forward the reports.

If something goes wrong

  • “Please choose a PDF file.” Save the report as a PDF and try again.
  • “That PDF is larger than 15 MB.” Save it again at a smaller size, for example without large pictures.
  • “The PDF could not be uploaded.” Check your connection and try again.
  • Members say they can’t see a report. Check that it says “Published” and not “Not published (members can’t see it)”. Members also need an approved sign-in.
  • “Could not open. Try again.” The private link to the file didn’t open. Choose the button again.