Church workspace
Dashboard
GoodForge operations
Customer churches
Monitor onboarding, access, subscriptions, and customer lifecycle without entering a church workspace.
Service operations
Platform OwnerLive application, database, delivery, Cloud Run, availability, AI, recovery, and cost awareness.
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Customer directory
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| Church | Status | Plan | Administrator | Members | Created | |
|---|---|---|---|---|---|---|
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Beacon question insights
Retention-limited questions from authorized customer users, shown only to Platform Owners for product improvement.
Questions are retained for 180 days. Answers are not stored. Text rejected for possible private information is withheld.
| Question | User | Customer | Asked | Outcome |
|---|---|---|---|---|
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Platform accountability
Recent append-only owner activity.
Financial snapshot
Fund balances, giving, expenses, and undeposited funds.
This prototype stores data in your browser for validation. Use Settings to export a backup.
Recent activity
Latest donations, deposits, checks, and imports.
Budget health
Year-to-date spending against annual budget.
Process donation
Funds post to Undeposited Funds until deposited.
Planning Center import
Import Giving CSV exports. Duplicates are skipped by external ID.
Donation history
All gifts, including Planning Center imports and manual entries.
| Date | Donor | Fund | Method | Amount | Status |
|---|
Create deposit
Select undeposited donation items and move them to the correct checking account.
Deposit history
Posted deposits and printable deposit slips.
| Date | Fund | Bank Account | Items | Total |
|---|
Write check
Checks reduce the selected fund and bank account and record an expense.
Check printing
Print selected checks in 3-check-per-page format.
Check register
Posted checks and expenses.
| Date | Type / Reference | Payee | Fund | Expense Account | Amount | Status |
|---|
Running transaction history
Bank-style register showing deposits, checks/payments, and the running balance after each transaction.
| Date | Type | Description | Accounts Affected | Fund | Bank Account | Deposit | Payment | Running Balance | Status |
|---|
How the running balance is calculated
Deposits increase the selected bank balance. Checks and payments reduce it. The running balance is calculated in chronological order and shown as the balance after each transaction.
Bank reconciliation
Mark deposits, checks, ACH, and EFT payments as cleared when they appear on the bank statement.
| Date | Type | Description | Fund | Account | Deposit | Payment |
|---|
Reconciliation note
Completed reconciliations lock selected activity as cleared. Undo is limited to the latest statement for the bank account and requires elevated permission with an audit reason.
Reconciliation history
Completed statement reconciliations and undo controls for validation testing.
| Date | Bank Account | Bank Balance | Cleared Balance | Status |
|---|
Annual budget setup
Budget values are reporting only and do not change actual balances.
Fund activity
Contributions, expenses, and net activity by fund.
| Fund | Beginning Balance | Gifts | Contributions | Payments | Expenses | Net Activity | Ending Balance |
|---|
Budget vs actual
Annual budget vs YTD and monthly budget vs current month.
| Category | Expense Account | Fund | Annual Budget | YTD Actual | Annual Remaining | Monthly Budget | Month Actual | Monthly Remaining |
|---|
Contribution statements
Prepare annual donor statements for print or PDF.
Generated files
Recent report and statement exports.
| File | Type | Status | Created |
|---|
Donors
Names and contact information for contribution records.
| Name | Phone |
|---|
Vendors
Payees available during check writing.
| Name | Phone |
|---|
My profile
Your app-specific profile and navigation preferences follow your verified hosted account.
Access summary
Your role controls the screens and actions available to you.
Hosted identity note
Your verified identity comes from Google or email sign-in. App-specific fields are stored separately for this church.
Audit trail
A plain-language record of who changed money, access, settings, and protected data. Review an item to see supporting evidence.
| When | Who | What happened | Record | Amount |
|---|
Production audit note
Local demo events remain in browser storage. Google-hosted financial writes generate append-only audit records on the server, protected against update and deletion; retention and formal export policies remain a production task.
Beacon display
Beacon is shown throughout your SimpleSteward workspace.
Help documentation
Built-in guidance for the current SimpleSteward release.
QuickBooks Online comparison
Keep QuickBooks as the source while SimpleSteward runs in parallel.
Read-only boundary: SimpleSteward can read and compare QuickBooks Online data. It cannot create, change, or delete anything in QuickBooks.
OAuth tokens stay encrypted on the server. A historical import is optional and is not required to connect or compare daily totals.
Run control-total comparison
Compare posted deposits and payments by date and mapped bank account.
QuickBooks comparison history
Every read-only sync and its exceptions remain tenant-scoped and auditable.
Planning Center Giving
Connect securely and map giving funds before any gifts reach the ledger.
OAuth credentials and church access tokens stay on the server. SimpleSteward never places them in this browser.
Review incoming gifts
Preview first. Import only after fund mappings, duplicates, and totals look right.
Sync history
Every preview and import remains tenant-scoped and auditable.
Gusto payroll
Read processed payroll, review mappings, then create local payment records without moving funds.
Safety boundary: SimpleSteward never runs payroll or sends money to employees, Gusto, the IRS, or a state agency. Physical employee checks are created ready for review and printing; direct deposits and taxes are accounting records only. Agency-level tax import remains disabled until Gusto confirms its remittance-data contract during partner QA.
OAuth credentials remain encrypted on the server. The connector requests only company and payroll read access.
Select payroll period
Only processed Gusto payrolls are eligible for preview.
Payroll review
Map every employee and tax agency to tenant-owned accounting records before confirmation.
Gusto synchronization history
Source period, status, counts, and totals are retained without storing payroll payloads in logs.
Local integration framework
Model additional connectors in this browser-only validation mode.
Security model
Secrets are never stored in the browser. Hosted Planning Center credentials are isolated per church and all sync activity runs server-side.
Company / organization settings
Site admins can update the church or customer name, address, phone, website, tax details, and SaaS tenant metadata used on reports and printouts.
Branding
Site admins can configure the logo, app name, colors, and visual identity for the church or customer tenant.
About this build
Non-distracting product and version details for support, release tracking, and future SaaS operations.
Feature flags
Enable or disable modules by tenant. Disabled modules disappear from navigation and protected actions.
Funds and accounts
Establish opening balances from the approved QuickBooks cutoff, then add funds, bank accounts, and expense accounts.
Expense categories
Group expense accounts for budget reports and church finance review.
Expense accounts
Add, rename, or delete unused expense accounts. Accounts with check history are protected so past reports stay accurate.
Data tools
Export, import, and reset this browser-only demo data.
Recent backups
Private tenant exports available to authorized users.
| File | Created | Size | Actions |
|---|
Manual restore points
Save a consistent tenant snapshot before a major change. Files are included and a safety point is created before every rollback.
| Name | Created by | Retention | Files |
|---|
Restore control
Independent review, isolated validation, and guarded cutover.
| Backup | Requester | Status | Requested | Actions |
|---|
Planning Center integration path
This validation build supports CSV import now. For cloud hosting, use a server-side OAuth connection so Planning Center secrets are never stored in the browser.
Security and access
Manage users, roles, permissions, and hosted identity settings.
User administration
Invite users by email, assign church roles, and deactivate access without sharing passwords.
Role permission matrix
Roles are fixed in this prototype. The hosted version should enforce these permissions in the API and database layer.
Google Workspace federation
Configure the intended Google Workspace domain and group-to-role mapping for the hosted version.
