- The Church Treasurer for Windows is a fund accounting program
designed to meet the unique accounting needs of a church. You can track
budget, income and expenses as compared to traditional business accounting
systems where the main emphasis is on tracking profit and loss.
|
- Income can be posted to a Fund to be used to pay expenses for any item within the
Fund, or posted to a specific Item where the money can only be deducted for expenses
charged to the specific Item. To post a transaction, the total amount of
the transaction must equal the sum total of the detail line items
specified for the transaction. This way the transaction is verified
before it is posted.
|
- It is easy to enter and edit transactions. From a single
transaction entry window, you specify the bank account, the transaction
type (income, expense, transfer, etc.) and fill in the information in the
form. To edit a transaction, you choose the transaction from the
Transaction Browser list, then edit the displayed information. Recording
and posting church income or expenses is done in one easy step.
If you print checks, you can print them at time of
entry or later in a batch. You can regenerate expense information
for a check. You can void a previously posted check that has not been
cashed (lost check or stop payment).
|
- You can record transfers in one easy step. You can transfer money out of one bank
account and into another bank account and keep the money in the same fund or item, or move
the money to a different fund or item. Also, you can transfer money within the same bank
account to a different fund or item.
|
- When you generate a report, the report is displayed on the
screen. There are many options you can select for a displayed report. You
can resize, page in both directions or jump to a specific page, save the
report to a file, print the report (any range of pages).
|
- If you use Purchase Orders, you can
record purchase order information to show money "committed" for ordered
items. The Budget vs Expenses report more accurately reflects money
currently available when using the purchase order feature. Posting an
expense for a purchase order item automatically displays the stored
purchase order information in the Expense Transaction fields. If
necessary, you can modify the displayed information before posting the
expense.
|
- The program assists you with bank account reconciliation. The "Prove Bank
Statement" feature displays a list of outstanding transactions. You can change the
status of each transaction that is no longer outstanding for the selected bank account.
You can also edit a transaction if there is an error in your entry. You can display and
edit outstanding and all transactions in each bank account.
|
- You can enter budget information for next year during the
current year. The Budget Report can include both this
year's and next year's budget amounts.
|
- An automated end-of-year routine will automatically "archive" your
current Church Treasurer data in a different folder and sets up your data in the
working folder for the new year. You will have access to the information in archive
folders for future reference of previous years' information.
|
- If you use the VIANSOFT® Church Contribution System for Windows, you can import
the deposit totals to the Church Treasurer for Windows.
|
- Using the program's Export feature, you will be able to create tab delimited or
comma-quotes delimited ASCII text files of the data for use in a spreadsheet, word
processor or database. The Export Relational Database Tables option is provided for the advanced
relational database developer to be able to use
the data from the Treasurer.
|
- Three levels of access passwords can be set in the program to discourage the
casual viewing of information by unauthorized people. Level 1 provides full access to all
functions of the program including administrative functions (setting up the system,
year-end, etc.). Level 2 provides access to enter data and generate reports. Level 3
provides access to only generate reports.
|
- Repair Indexes and Totals: This option, in the Tools menu, reconstructs indexes
and recalculates all totals. This option is used as part of the Troubleshooting procedure.
|
- To help you maintain a regular back-up routine, you can set an option in System
Options to copy the required church data files to a location you
specify. You have the
option to copy the files each time you exit the Treasurer.
|
- A comprehensive Treasurer Reference help system will provide answers to questions
regarding the set up and specific use of the Treasurer.
|
- A comprehensive Context Help system will provide quick answers about the use of a
displayed program input window. The <F1> keyboard key or the Help button on the
displayed program window will access the Context Help system.
|
- A Tutorial will teach you the basic operation of the Treasurer. After you
complete the tutorial, you will be able to generate other reports and explore other
options of the program.
|
- Incremental Updates of the Church
Treasurer (Release 4) for Windows can be
downloaded free from our web site until the
next major release.
|
- A conversion utility will convert Church Treasurer for MS-DOS data to the Windows
format. Current users of the Church Treasurer for MS-DOS will not have to retype all the
financial information to use the Windows version of the program. This conversion program
is provided at no additional charge for congregations who want to switch to the
Windows format.
|
