Tally ERP 9 for Church Management Tally Solutions

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 © Tally Solutions Pvt. Ltd. All Rights Reserved 2

Church Management Solution –An Overview se a b ta t a n ’ D me s r e be nag em a M M Se rv ice sa nd O ffe rin gs Church Management Solution An Overview ts IS M s t or ep R © Tally Solutions Pvt. Ltd. All Rights Reserved en m y Pa nt d e an gem s t a eip an c M Re 3

How Church Operations are Structured? © Tally Solutions Pvt. Ltd. All Rights Reserved 4

Church Management Solution –Members’ Database Management se a b ta t a n ’ D me s r e be nag em a M M Se rv ice sa nd O ffe rin gs Church Management Solution An Overview ts IS M s t or ep R © Tally Solutions Pvt. Ltd. All Rights Reserved en m y Pa nt d e an gem s t a eip an c M Re 5

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 6

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 © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Tally. ERP 9 Built in Solution Yes 7

Church Management Solution – Services and Offerings se a b ta t a n ’ D me s r e be nag em a M M Se rv ice sa nd O ffe rin gs Church Management Solution An Overview ts IS M s t or ep R © Tally Solutions Pvt. Ltd. All Rights Reserved en m y Pa nt d e an gem s t a eip an c M Re 8

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 9

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 © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Tally. ERP 9 Built in Solution 10

Church Management Solution –Receipts and Payments Management se a b ta t a n ’ D me s r e be nag em a M M Se rv ice sa nd O ffe rin gs Church Management Solution An Overview ts IS M s t or ep R © Tally Solutions Pvt. Ltd. All Rights Reserved en m y Pa nt d e an gem s t a eip an c M Re 11

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 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 12

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 © Tally Solutions Pvt. Ltd. All Rights Reserved Built in Solution 14

Church Management Solution – MIS Reports se a b ta t a n ’ D me s r e be nag em a M M Se rv ice sa nd O ffe rin gs Church Management Solution An Overview ts IS M s t or ep R © Tally Solutions Pvt. Ltd. All Rights Reserved en m y Pa nt d e an gem s t a eip an c M Re 15

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

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