Financial Ledger
Financial Ledgers Menu * Itemized Collection Summary
Click on thumbnail to enlarge, use browser BACK button/command to return page to normal view.
Easy to understand financial displays
Simply enter a contributing member's Parishioner ID No into the contributing member table, and the donor's name and envelope number is immediately available to all financial ledger forms. Contributions (weekly offertory and special fundraising activities) are entered into these automatically generated forms which display the member's entire year-to-date contribution history. A comprehensive datasheet lists all contributing members and their total contributions.
Ability to track weekly collections and two additional collection activities (Catholic versions also track Holy day collection activities) is included by default. Parishioner Database allows for detailed review of each funding activity; i.e., you can review week-by-week offertory contributions for an individual member, or the entire church's collections, in one printable screen. Also included is the ability to print YTD receipts (two versions) for all contributing members.
A separate financial module tracks two distinct pledge activities. Pledge ledgers are also automatically generated, and are available for all members whose ID Nos were previously entered into the contributing member table. Each member's data entry screen also displays amount pledged, amount contributed and amount necessary to fulfill goal.
* Fund naming conventions are unique to each congregation.
Simple End of Year Closeout
Year-end closeout- a dreaded time for church administrators anywhere. Some of you use programs that document collections, accounts payable, pledges and payrolls- all in one system. What's in store for you at the end of each year?
With Parishioner Database, all your collection data will be stored in two Microsoft Excel spreadsheets making year-end closeout and data archival extremely easy. We've even added a macro that clears all contribution data leaving member information intact and the primary spreadsheet ready to start a new year. The secondary spreadsheet, holding pledge data only, is cleared independently as fundraising drives do not necessarily conclude at year's end.
No entries are ever made directly into the spreadsheets. These files are used for storage and recalculations only.
