Sessions
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StewardAccess:Super AdminLead PastorFinance AdminFinance UserReporting Only
Getting Here
Navigation: Steward → Sessions
Overview
The Sessions page lists all offering sessions, grouped by service date. Each date group shows a combined total and an optional deposit badge. Sessions within a date group display their session number, service name, counted-by user, donor count, amount, variance, and lifecycle status. Sessions can be filtered by status, searched, sorted, exported, and printed.
Fields & Controls
Date Group Header
| Field | Type | Description |
|---|---|---|
| Date Label | Text | Full date of the service (e.g., "Sunday, March 23, 2026"). Click to expand or collapse the group. |
| Combined Total | Currency (CAD) | Sum of all session totals for this date. |
| Deposit Badge | Badge | Shows deposit number and status (Pending/amber, Reconciled/green, Discrepancy/red) if sessions are linked to a deposit. |
Session Row
| Field | Type | Description |
|---|---|---|
| Session Number | Text | Auto-generated identifier (e.g., "B-0042"). Clicking navigates to the Session Detail page. |
| Service Name | Text | Name of the associated service window, including date (e.g., "Sunday Morning - Mar 23, 2026"). |
| Counted By | Text | Name of the primary counter (first counter assigned, or the poster/creator as fallback). |
| Donors | Number | Count of unique donors in this session. |
| Amount | Currency (CAD) | Actual total of all transactions in this session. |
| Variance | Currency (CAD) | Difference between actual total and expected total. Green if positive, red if negative. Null if no expected total is set. |
| Status | Badge | Current lifecycle status: Draft (gray), Submitted (amber), Balanced (blue), Posted (green), Locked (light gray). |
| Source | Text | Entry source: MANUAL or IMPORT. Shown as a subtle indicator. |
Filter & Sort Controls
| Field | Type | Description |
|---|---|---|
| Search | Text input | Search sessions by session number, service name, or counter name. |
| Status Filter | Filter chips | Filter by: All, Needs Action (Draft/Submitted), Draft, Submitted, Balanced, Posted, Locked. |
| Sort | Dropdown | Sort by: Newest first (default), Oldest first, or Highest amount. |
| Export | Dropdown | Export options: CSV download, Print view. |
Session Status Lifecycle
Sessions progress through these statuses:
- Draft — Session is being entered. Transactions can be freely added or removed.
- Submitted — Entry is complete and the session is awaiting review.
- Balanced — The actual total has been verified against the expected total.
- Posted — Session is finalized. Amounts are committed. Requires Finance Admin or Super Admin.
- Locked — Statements have been issued against this session. Requires Super Admin to unlock.
Actions
View Session Detail
- Click the session number or the row
- You are taken to the Session Detail page
Create New Session
- Click the “New Session” button
- You are taken to the Session Entry page with service suggestions
Delete a Draft Session
- Hover over a session row with Draft status
- Click the trash icon that appears on hover
- Confirm the deletion in the modal
Load More
- Scroll to the bottom of the sessions list
- If more sessions exist, click the “Load more” button
- Additional date groups are appended below