Session Detail
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StewardAccess:Super AdminLead PastorFinance AdminFinance UserReporting Only
Getting Here
Navigation: Steward → Sessions → Click a session row
Overview
The Session Detail page shows all transactions within a single offering session. It features a hero header with the session number and status, tabbed views for transactions, fund summary, payment method breakdown, and an audit trail. Finance admins can post, correct, reassign, and reverse transactions from this page.
Fields & Controls
Session Header
| Field | Type | Description |
|---|---|---|
| Session Number | Text | Auto-generated session identifier (e.g., "B-0042"). |
| Status Badge | Badge | Current lifecycle status with description: Draft (in progress), Submitted (awaiting posting), Balanced (counts verified), Posted (finalized), Locked (statements issued). |
| Service Date | Date | Full date with weekday (e.g., "Sunday, March 23, 2026"). |
| Actual Total | Currency (CAD) | Sum of all transaction amounts in this session. |
| Item Count | Number | Total number of transactions. |
| Expected Total | Currency (CAD) | The expected total (from count sheets), if set. |
| Variance | Currency (CAD) | Difference between actual and expected totals. |
Tabs
Transactions Tab
| Field | Type | Description |
|---|---|---|
| Row # | Number | Sequential row number within the session. |
| ENV | Text | Donor envelope number. |
| Donor | Text | Donor name (Last, First). If unassigned, shows "Unassigned" with an assign button. Anonymous donors are labeled accordingly. |
| Fund Columns | Currency | One column per fund showing the transaction amount for that fund. Zero amounts are blank. |
| Total | Currency (CAD) | Transaction total across all funds. |
| Method | Badge | Payment method chip: Cash (green), Cheque (blue), e-Transfer (purple), Online (purple), Card (blue), Other (gray). |
| Cheque # | Text | Cheque number if payment method is Cheque. |
| Search | Text input | Filter transactions by donor name, envelope number, or cheque number. |
| Fund Filter | Dropdown | Filter to show only transactions for a specific fund. |
Funds Tab
| Field | Type | Description |
|---|---|---|
| Fund Name | Text | Name of each fund that received gifts in this session. |
| Fund Color | Color dot | Visual color indicator for the fund. |
| Total | Currency (CAD) | Sum of all transactions allocated to this fund. |
Methods Tab
| Field | Type | Description |
|---|---|---|
| Payment Method | Text | Payment method label (Cash, Cheque, e-Transfer, etc.). |
| Count | Number | Number of transactions using this payment method. |
| Total | Currency (CAD) | Total amount for all transactions of this method. |
Audit Tab
Shows the audit history of all actions taken on this session, including creation, edits, status changes, corrections, and who performed each action with timestamps.
Actions
Post a Session
- Ensure the session is in Draft, Submitted, or Balanced status
- Click the “Post” button in the header (or the header bar button in deep work mode)
- If there are unassigned donor transactions, a confirmation dialog warns you and shows the count
- Confirm to finalize the session — the status changes to Posted
Correct a Transaction
- Hover over a transaction row to reveal the actions menu
- Click “Correct”
- Enter the corrected amount and a reason for the correction
- The original transaction is preserved in the audit trail and the corrected amount takes effect
Reassign a Transaction
- Hover over a transaction row and click “Reassign”
- Search for the correct donor in the modal
- Select the donor and enter a reason for the reassignment
- Alternatively, switch to the “Create” tab to create a new donor inline
Assign an Unassigned Transaction
- Click the “Assign” button on a transaction with no donor
- Search for the donor by name or envelope number
- Select the donor to link the transaction
Reverse a Session
- Click “Reverse” from the session actions
- Confirm the reversal (this creates offsetting entries and reverts the session to Draft)
Unlock a Locked Session
- Click “Unlock” (requires Super Admin role)
- Enter a reason for the unlock
- The session reverts to Posted status for corrections
Export Transactions
- Click the “Export” button in the header bar
- A CSV file downloads with all transaction details including row number, envelope, donor, fund amounts, total, payment method, and cheque number