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- User access level protected
- Sophisticated, yet simple, Giving
Manager to track contributions and offerings
- User defined account
(fund) names. Accounts may be receiptable or non-receiptable (may
be overridden at entry time). Accounts may have an account number
and goal amount (budget goal)
- All offerings are entered in
batches. Each batch has a batch date and an optional designator (eg
"Sunday Morning Offering 10/13/2005") and an optional pre-calculated total.
Each batch can also have a free-form comment
- Batches can be locked and
unlocked
- Posted data is always entered
into the currently selected batch
- Balance of batch
is automatically calculated and displayed at all times as well as a number of
other statistics about the batch
- Offerings may be entered by name
or by envelope number or both
- Support for Pre-Authorized
Remittance files (P.A.R.) of almost any format
(and especially designed for United Church PAR files).
- FUND ACCOUNTING
INFO:
ChurchWatch does not have built-in Fund Accounting or payroll. However,
the program integrates to excellent accounting packages that are readily
available at low cost. You can quickly export your data to QuickBooks, Quicken or Simply Accounting file formats to handle all your
church accounting needs (See FILE-EXPORT). We cannot compete with
these excellent programs and have decided to partner with them instead.
- Church fiscal
year reports - your fiscal year may end on any date
- Easily handles
loose cash and split offerings (single offerings going to several accounts)
- Giving reports can show summary
(totals) or split details, your choice
- Optionally keeps
track of offering type (cash, check etc)
- Canada Customs
and Revenue Agency approved tax receipts with optional digitized signature.
Many format choices for the receipts. Tax receipts optionally include the
CCRA website address (a requirement in Canada).
- IRS Substantiation
of Contributions Report (for amounts > $250)
- Easily and quickly
switch between current year and past years. You can view and edit giving
data from previous years
- There are several pages
on Giving Manager form for statistics, batch information etc
- QuickReceipt feature to instantly
print a receipt for the current offering
- Many related reports
- QuickSearch list shows all defined
batches. A single click in the QuickSearch list changes the batch.
- Easy filters to reduce the data
you are viewing to a specific set of record(s)
- QuickReport
- Deposit Slips
- Easy to use "solutions" page to
fix common problems like moving offerings from a deceased person to another
- Ability to store last year's,
this year's and next year's envelope numbers all at once complete with a
sophisticated "envelope shift wizard" (envelope numbers are assigned and managed
in the Membership Manager)
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