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© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9 for Church Management
© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2© 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
© Tally Solutions Pvt. Ltd. All Rights Reserved 3 3© Tally Solutions Pvt. Ltd. All Rights Reserved
Church Management Solution –An Overview
Church Management Solution An Overview
MIS Reports
Receip
ts a
nd
Payments
Managem
ent
Mem
bers’
Datab
ase
Man
agem
ent
Services and
Offerings
© Tally Solutions Pvt. Ltd. All Rights Reserved 4 4© Tally Solutions Pvt. Ltd. All Rights Reserved
How Church Operations are Structured?
Church Management Solution on Tally.ERP 9
Members’ Database Management
· Manage member masters
· Manage :
a) Area master b) Relationship master c) Title master d) Activity mastere) Service master
· Manage family profiles :
a) Grand father’s nameb) Grand mother’s name c) Father’s name d) Mother’s namee) Spouse’s namef) Son/Daughter’s nameg) Sibling information
· Manage member database :
a) Date of birthb) Contact numberc) Occupationd) Marital status e) Addressf) Baptism dateg) Confirmation date
· Reminder report :
a) Birthdayb) Wedding Anniversary
· Manage monthly subscription
· Manage receipts and payments
· Manage various expenses like :
a) Church anniversaryb) Sunday school c) Maintenance d) Conveyancee) Cleaning chargesf) Wages
· Cheque printing
· Bank reconciliation
· Receipts and payments book :
a) Consolidatedb) Detailed
· Manage outflow of cash
· Manage category-wise cash outflow
· Statement of accounts
· Ledger (member-wise) summary
· Trial balance
· Cash inflow and outflow
· List of family members
· Member-wise family report
· Member-wise monthly subscription report
· Baptized members list
· Confirmed members list
· Member -wise activity report :
a) Prayer groupb) Youth fellowship
· Area wise report
· Member-wise offerings report
· Service-wise offerings report
· Income and expenditure account
· Receipts and payment book
· Cash Inflow & Outflow-category -wise report
Receipts and PaymentsManagement
MIS ReportsServices and Offerings
Manage service timings :
a) 6-7 AMb) 7-8 AMc) 8-9 AMd) 9-10 AMe) 10- 11 AM
· Manage different language services :
a) English serviceb) Tamil servicec) Kannada serviced) Malayalam servicee) other service
· Manage cash offerings from members :
a) Building fundb) Church choir fundc) Medical aid for the poord) Village church fund
· Manage other offerings :
a) Silver offeringsb) Furniture offeringsc) Vehicle offerings
· Manage service-wise offerings :
a) Sunday serviceb) Wedding servicec) Other service
© Tally Solutions Pvt. Ltd. All Rights Reserved 5 5© Tally Solutions Pvt. Ltd. All Rights Reserved
Church Management Solution –Members’ Database Management
Church Management Solution An Overview
MIS Reports
Receip
ts a
nd
Payments
Managem
ent
Mem
bers’
Datab
ase
Man
agem
ent
Services and
Offerings
© Tally Solutions Pvt. Ltd. All Rights Reserved 6 6© Tally Solutions Pvt. Ltd. All Rights Reserved
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.
© Tally Solutions Pvt. Ltd. All Rights Reserved 7 7© Tally Solutions Pvt. Ltd. All Rights Reserved
SL NO
Requirement Present in Tally.ERP 9
Built in Solution
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 Yes
9 Address printing Yes
10 Member-wise address book Yes
Tally.ERP 9 Fitment- Members Database Management
© Tally Solutions Pvt. Ltd. All Rights Reserved 8 8© Tally Solutions Pvt. Ltd. All Rights Reserved
Church Management Solution – Services and Offerings
Church Management Solution An Overview
MIS Reports
Receip
ts a
nd
Payments
Managem
ent
Mem
bers’
Datab
ase
Man
agem
ent
Services and
Offerings
© Tally Solutions Pvt. Ltd. All Rights Reserved 9 9© Tally Solutions Pvt. Ltd. All Rights Reserved
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.
© Tally Solutions Pvt. Ltd. All Rights Reserved 10 10© Tally Solutions Pvt. Ltd. All Rights Reserved
SL NO
Requirement Present in Tally.ERP 9
Built in Solution
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
Tally.ERP 9 Fitment- Services and Offerings
© Tally Solutions Pvt. Ltd. All Rights Reserved 11 11© Tally Solutions Pvt. Ltd. All Rights Reserved
Church Management Solution –Receipts and Payments Management
Church Management Solution An Overview
MIS Reports
Receip
ts a
nd
Payments
Managem
ent
Mem
bers’
Datab
ase
Man
agem
ent
Services and
Offerings
© Tally Solutions Pvt. Ltd. All Rights Reserved 12 12© Tally Solutions Pvt. Ltd. All Rights Reserved
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.
© Tally Solutions Pvt. Ltd. All Rights Reserved 13 13© Tally Solutions Pvt. Ltd. All Rights Reserved
SL NO
Requirement Present in Tally.ERP 9
Built in Solution
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.ERP 9 Fitment- Receipts and Payments Management
Contd..
© Tally Solutions Pvt. Ltd. All Rights Reserved 14 14© Tally Solutions Pvt. Ltd. All Rights Reserved
SL NO
Requirement Present in Tally.ERP 9
Built in Solution
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
Tally.ERP 9 Fitment- Receipts and Payments Management
© Tally Solutions Pvt. Ltd. All Rights Reserved 15 15© Tally Solutions Pvt. Ltd. All Rights Reserved
Church Management Solution – MIS Reports
Church Management Solution An Overview
MIS Reports
Receip
ts a
nd
Payments
Managem
ent
Mem
bers’
Datab
ase
Man
agem
ent
Services and
Offerings
© Tally Solutions Pvt. Ltd. All Rights Reserved 16 16© Tally Solutions Pvt. Ltd. All Rights Reserved
SL NO
Requirement Present in Tally.ERP 9
Built in Solution
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.ERP 9 Fitment-MIS Reports
© Tally Solutions Pvt. Ltd. All Rights Reserved 17 17© Tally Solutions Pvt. Ltd. All Rights Reserved
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