Transcript Tally.ERP 9 for Church Management © Tally Solutions Pvt. Ltd. All Rights Reserved Agenda • Church Management Solution –An Overview • How Church Operations are Structured? • Tally.ERP.

Tally.ERP 9 for Church Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Agenda
•
Church Management Solution –An Overview
•
How Church Operations are Structured?
•
Tally.ERP 9 for Church Management
• Business Process Flow
• Primary Requirement
• Tally.ERP 9- Fitment
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2
Church Management Solution –An Overview
Church Management Solution
An Overview
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3
How Church Operations are Structured?
Church Management Solution on Tally.ERP 9
Members’ Database
Management
· Manage member masters
· Manage :
a)
b)
c)
d)
e)
Area master
Relationship master
Title master
Activity master
Service master
· Manage family profiles :
a) Grand father’s name
b) Grand mother’s name
c) Father’s name
d) Mother’s name
e) Spouse’s name
f) Son/Daughter’s name
g) Sibling information
· Manage member database :
a) Date of birth
b) Contact number
c) Occupation
d) Marital status
e) Address
f) Baptism date
g) Confirmation date
· Reminder report :
a) Birthday
b) Wedding Anniversary
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Services and Offerings
Manage service timings :
a)
b)
c)
d)
e)
6-7 AM
7-8 AM
8-9 AM
9-10 AM
10- 11 AM
· Manage different language
services :
a)
b)
c)
d)
e)
English service
Tamil service
Kannada service
Malayalam service
other service
· Manage cash offerings from
members :
a)
b)
c)
d)
Building fund
Church choir fund
Medical aid for the poor
Village church fund
· Manage other offerings :
a) Silver offerings
b) Furniture offerings
c) Vehicle offerings
· Manage service-wise offerings :
a) Sunday service
b) Wedding service
c) Other service
Receipts and Payments
Management
MIS Reports
· Manage monthly subscription
· List of family members
· Manage receipts and payments
· Member-wise family report
· Manage various expenses like :
· Member-wise monthly
subscription report
a) Church anniversary
b) Sunday school
c) Maintenance
d) Conveyance
e) Cleaning charges
f) Wages
· Cheque printing
· Bank reconciliation
· Receipts and payments book :
a) Consolidated
b) Detailed
· Baptized members list
· Confirmed members list
· Member -wise activity report :
a) Prayer group
b) Youth fellowship
· Area wise report
· Member-wise offerings report
· Service-wise offerings report
· Manage outflow of cash
· Income and expenditure account
· Manage category-wise cash
outflow
· Receipts and payment book
· Statement of accounts
· Cash Inflow & Outflowcategory -wise report
· Ledger (member-wise) summary
· Trial balance
· Cash inflow and outflow
4
Church Management Solution –Members’ Database Management
Church Management Solution
An Overview
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Primary Requirement- Members’ Database Management
Category/Module
Major
Requirement
Explanation
Members’ Database
Management
Recording church
member details
Maintaining the members’ database is one of the major
requirements in church. The complete information of members like
member name, address, parents name, individual photographs,
multiple addresses, telephone numbers, date of birth, date of
marriage, baptism date, death date and email etc., are very
important. This will help the church committee to create and print
accurate, up-to-date directories, reports, lists, and checklists.
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Tally.ERP 9 Fitment- Members Database Management
SL
NO
Requirement
1
Manage members’ database
Yes
2
Manage area-wise master creation
Yes
3
Manage member-wise activity masters
Yes
4
Manage family profiles
Yes
5
Manage date of birth reminders
Yes
6
Manage services timings
Yes
7
Manage anniversary reminders
Yes
8
Notifications to members through emails
9
Address printing
Yes
10
Member-wise address book
Yes
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Present in Tally.ERP 9
Built in Solution
Yes
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Church Management Solution – Services and Offerings
Church Management Solution
An Overview
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Primary Requirement-Services and Offerings
Category/Module
Major
Requirement
Explanation
Services and
Offerings
Manage
services
Managing service timings and services in different language is very
important. Along with managing the services calendar is important to
church.
Manage
offerings
The church gets various offerings from members which include cash,
vehicle, furniture, silver, gold etc. All these offerings need to be
categorized separately and final report should generated from the
same.
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Tally.ERP 9 Fitment- Services and Offerings
SL
NO
Requirement
1
Manage service timings
Yes
2
Manage different language services
Yes
3
Manage cash offerings from members
Yes
4
Manage other offerings
Yes
5
Manage service-wise offerings
Yes
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Present in Tally.ERP 9
Built in Solution
10
Church Management Solution –Receipts and Payments Management
Church Management Solution
An Overview
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Primary Requirement- Receipts and Payments Management
Category/Module
Major
Requirement
Explanation
Receipts and
Payments
Management
Fund
Management
The church gets various donations or contributions from various people.
Managing the fund and allocating the fund under appropriate heading
like church building, education, medical aid for poor etc., are very
important.
Member
Subscription
Summary
At any point of time, the church committee should be able to find the
subscription amount pending from members. When a member comes
and ask for his/her outstanding's, the accounts team should be in a
position to give the report and collect the money based on the report.
Readiness of member subscription report is one of the major
requirement in church.
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Tally.ERP 9 Fitment- Receipts and Payments Management
SL
NO
Requirement
1
Manage monthly subscription
Yes
2
Manage various offerings from members
Yes
3
Receipts
Yes
4
Receipt printing
Yes
5
Receipt emailing
Yes
6
Payment
Yes
7
Payment challan printing
Yes
8
Cheque printing
Yes
9
Print deposit slip
Yes
10
Bank reconciliation
Yes
11
Receipt and payments book
Yes
12
Statement of accounts
Yes
13
Reminder letters
Yes
14
Trial balance
Yes
15
Member-wise ledger summary
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Present in Tally.ERP 9
Built in Solution
Contd..
13
Tally.ERP 9 Fitment- Receipts and Payments Management
SL
NO
Requirement
Present in Tally.ERP 9
16
Manage various church expenses
Yes
17
Manage outflow of cash
Yes
18
Member-wise summary
Yes
19
Outstanding receivable
Yes
20
Outstanding payable
Yes
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Built in Solution
14
Church Management Solution – MIS Reports
Church Management Solution
An Overview
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Tally.ERP 9 Fitment-MIS Reports
SL
NO
Requirement
1
Member database
Yes
2
Member database with family profile
Yes
3
Member-wise subscription
Yes
4
Baptized members list
Yes
5
Active members list
Yes
6
Area-wise membership report
Yes
7
Offerings summary
Yes
8
Member-wise offerings summary
Yes
9
Service-wise offerings summary
Yes
10
Receipts and payment report
Yes
11
Income and expenditure account
Yes
12
Member-wise activity report
Yes
13
Confirmed members summary
Yes
14
Category-wise cash inflow and outflow
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Present in
Tally.ERP 9
Built in Solution
16
Thank You
For any queries, write to us :
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[email protected]
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