Benefits and Features

Benefits of using this Software

Speed up the task of counting and recording the weekly/monthly donations

Recording the donation amounts by person and by donation category

Cross check of total the cash and total check amounts to make sure they balance with the donation detail

Print the bank deposit information and Totals by Category

Donor contribution data is stored by person and by category (up to 20 categories)

Creating Year-end receipts for all donors is done in minutes compare to the many days it used to take

Church name, address and other verbiage can be customized on receipts and reports

Optionally your church logo can be included on receipts and reports

Each organization can adjust the software for their needs using nearly 100 Parameters

Keep church leadership informed using report of monthly donations by category

Track growth in donations using 5 year comparison report

Overall Features

·         Microsoft Excel Solution on PC or MAC

o   Excel is used by an estimated 750 million people worldwide

o   There are almost an unlimited number of support websites and videos available

o   Provides a good way to store and maintain data as no database knowledge is required

·         Excel Expertise is not needed to use this software

o   A custom Menu makes it easy to interact with the software

o   Excel VBA is used to automate the processes that require multiple steps

o   Most Worksheets are locked so you can’t accidentally break the software

·         Flexible

o   Nearly 100 Parameters allow you to adjust how the software works

o   Receipts/Reporting on Calendar or Fiscal Year

·         Languages

o   Software ships with Spanish translation so you can use it in English, Spanish, or in both English and Spanish

o   Translations are available for Portuguese, Burmese (Myanmar), Japanese, French, Simplified Chinese, Korean or Hindi

·         This software has been given to more than 1,500 churches in more than 30 countries

Features for Recording Donations

·         Easy to use

·         Enter donations weekly, monthly, daily or multiple times per day

·         Visual Aids to help entering donations and preventing mistakes

·         Support for In-Kind (noncash) Donations

·         Up to 20 Donation Categories

·         Supports adjustment the Currency for balancing the Cash Donations

·         DONORS tab for maintaining a list of your Donors

·         Easily print Donor Receipts at the end of the year (or on demand)

·         Optionally print Receipts as PDF or Email directly to Donors

·         Monthly report for church leadership showing Monthly Donations by Category

·         5 year comparison report showing Annual Donations by Category over the past 5 years

·         We are only human so mistakes will happen, but they are easily fixed by modifying the ANNUAL tab

·         You have the option to use the software in Spanish but print the receipts in English

Tracking Expenses

·         Using the Expense Tracking portion of the software does require some Excel experience and a rudimentary understanding of accounting concepts

·         Utilizes a Check Register layout for entering deposits and payments

·         Deposits from Donations can be entered automatically

·         Expenses are entered manually

·         Up to 10 Bank/Credit Card Accounts

·         Support for Category and SubCategory (Utilities as the Category, so Electric would be a SubCategory)

·         Utilize DropDown Lists for selecting Category and SubCategory

·         Balance Report showing Opening Balances and Current Balances

·         Expense Report using Excel Pivot Tables, displayed in Income/Expense format

·         Balance your Accounts to the Bank/Credit Card Statement

o   Mark transactions as Missing (Outstanding) on the Statement and calculate a balance that should match your Statement