{"id":2544,"date":"2025-06-16T15:51:47","date_gmt":"2025-06-16T13:51:47","guid":{"rendered":"https:\/\/blog.church.tools\/en\/?p=2544"},"modified":"2025-09-09T17:01:20","modified_gmt":"2025-09-09T15:01:20","slug":"v3-122-finance-reports-as-excel-datev-export-and-resource-admin-rights","status":"publish","type":"post","link":"https:\/\/blog.church.tools\/en\/v3-122-finance-reports-as-excel-datev-export-and-resource-admin-rights\/","title":{"rendered":"v3.122: Finance reports as excel, DATEV export and resource admin rights"},"content":{"rendered":"\n<p>W\u00e4hrend drau\u00dfen die Sonne endlich den Sommer einl\u00e4utet, gibt\u2019s auch bei ChurchTools ein kleines Update, das dir den Arbeitsalltag erleichtert. Diesmal geht\u2019s um smartere Terminwiederholungen, mehr Power f\u00fcr Ressourcen-Admins und neue Features in den Finanzen \u2013 inklusive DATEV-Export mit Beraternummer! Was sonst noch neu ist, erf\u00e4hrst du hier:<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading is-style-default\">Export finance reports as Excel or CSV<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>You can now download financial reports as Excel or CSV files. This makes further analysis or sharing with your team or external parties much easier.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d85a7d1538d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d85a7d1538d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"361\" height=\"565\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" data-id=\"2547\" src=\"https:\/\/blog.church.tools\/en\/wp-content\/uploads\/sites\/2\/2025\/06\/CleanShot-2025-06-13-at-10.53.35.png\" alt=\"\" class=\"wp-image-2547\" srcset=\"https:\/\/blog.church.tools\/en\/wp-content\/uploads\/sites\/2\/2025\/06\/CleanShot-2025-06-13-at-10.53.35.png 361w, https:\/\/blog.church.tools\/en\/wp-content\/uploads\/sites\/2\/2025\/06\/CleanShot-2025-06-13-at-10.53.35-192x300.png 192w\" sizes=\"auto, (max-width: 361px) 100vw, 361px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading is-style-default\">DATEV export with consultant and client numbers<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>In the client master data, you can now enter the DATEV consultant and client numbers. These will be included automatically in the export \u2013 a welcome update for your accounting team.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d85a7d157fa&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d85a7d157fa\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"442\" height=\"388\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" data-id=\"2546\" src=\"https:\/\/blog.church.tools\/en\/wp-content\/uploads\/sites\/2\/2025\/06\/CleanShot-2025-06-13-at-10.53.09.png\" alt=\"\" class=\"wp-image-2546\" srcset=\"https:\/\/blog.church.tools\/en\/wp-content\/uploads\/sites\/2\/2025\/06\/CleanShot-2025-06-13-at-10.53.09.png 442w, https:\/\/blog.church.tools\/en\/wp-content\/uploads\/sites\/2\/2025\/06\/CleanShot-2025-06-13-at-10.53.09-300x263.png 300w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Cost centers are now optional for purposes<\/h2>\n\n\n\n<p>When creating a purpose, assigning a cost center is no longer mandatory. This gives you more flexibility in structuring your finances.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Taxes sorted by account number<\/h2>\n\n\n\n<p>For better clarity, taxes are now automatically sorted by their associated account number \u2013 helping you find what you need faster.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading is-style-default\">Events for recurring appointments<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>When you set up a recurring appointment and there\u2019s a matching event template available, ChurchTools will now automatically create the corresponding events for you. That means less manual work \u2013 perfect for regular services or team meetings with a consistent structure.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading is-style-default\">Resource admins now with full permissions<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Resource admins can now manage all booking requests \u2013 including editing, approving, and declining. The new &#8220;administer bookings&#8221; permission gives clear responsibilities and simplifies resource management.<\/p>\n\n\n\n<p>Additionally, the permission <code>administer bookings<\/code> has been enhanced, to allow requesting resources.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\"><strong>New API for booking conflicts<\/strong><\/h2>\n\n\n\n<p>The new <code>POST \/bookings\/conflicts<\/code> endpoint allows you to check if a new booking conflicts with existing ones. A great tool for integrating external systems or automating booking validations.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\"><strong>Arrangements now include source info<\/strong><\/h2>\n\n\n\n<p>When retrieving song arrangements via the API, you\u2019ll now also get the source information. This helps you track where each song originated from.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Further changes<\/h2>\n\n\n\n<p id=\"block-ff68f5e0-bb25-4846-9012-0451a4a0e3da\">If this is not enough for you, you will find all changes of this and earlier versions in our\u00a0<a href=\"https:\/\/churchtools.academy\/en\/changelogs\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/en\/help\/changelog-en\/web-and-app\/changelog-web\/\">Changelog<\/a>.<\/p>\n\n\n\n<p id=\"block-cf4923f6-709f-460a-bb33-54567e9d8154\">We hope you like the new version as much as we do. As always, you may leave praise and constructive feedback in our&nbsp;<a href=\"https:\/\/forum.church.tools\/category\/24\/english\">forum.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>W\u00e4hrend drau\u00dfen die Sonne endlich den Sommer einl\u00e4utet, gibt\u2019s auch bei ChurchTools ein kleines Update, das dir den Arbeitsalltag erleichtert. Diesmal geht\u2019s um smartere Terminwiederholungen, mehr Power f\u00fcr Ressourcen-Admins und neue Features in den Finanzen \u2013 inklusive DATEV-Export mit Beraternummer!<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"editor_notices":[],"footnotes":""},"categories":[1,20],"tags":[162],"class_list":["post-2544","post","type-post","status-publish","format-standard","hentry","category-changelog","category-churchtools","tag-v3-122"],"_links":{"self":[{"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/posts\/2544","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/comments?post=2544"}],"version-history":[{"count":4,"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/posts\/2544\/revisions"}],"predecessor-version":[{"id":2625,"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/posts\/2544\/revisions\/2625"}],"wp:attachment":[{"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/media?parent=2544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/categories?post=2544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.church.tools\/en\/wp-json\/wp\/v2\/tags?post=2544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}