This action might not be possible to undo. Are you sure you want to continue?
Technological Tools for Optimizing Your Tasks:
How to Set Up and Maintain Your Church’s Membership, Finances and Payroll Using Church Management Software
What you will find in this guide
1 2 3 4 5 6 7 8 9 10
The Purpose of Using Church Management Software Deciding Which Software is Right for You The Basics: Establishing a System That Fits Tracking Membership Details Better Accounting Using a Program Designed for Churches Payroll Processing Made Easy Using a Payroll Program Membership Management, Church Fund Accounting, and Payroll Made Whole Technical Support Features Making an Informed Purchase Summary: Realizing and Inspiring with CCIS Church Management Software
The Purpose of Using Church Management Software
Computer software has revolutionized information management.
The office full of file cabinets has been replaced by digital technology. Not only have modern computing techniques helped cut down on the time spent accomplishing a task, but specially created software tools have made many jobs easier and more rewarding.
Managing membership information, accounting, and processing payroll have all been made easier, more effective, and more productive with programs like CCIS Church Management Software. You may already use one or several programs to keep up with important data, and you see its limitations, or your data may not be digital.
Whether you are starting from paper or switching software, the files you keep should be easy to access and update. The better organized and the more detailed records you keep, the better your church can serve its members. CCIS Church Management Software offers the perfect platform to do just that. This guide will discuss how you, the church administrator, can institute a useful and efficient church management software system.
Deciding Which Software Is Right For You
Make sure that the computers and operating systems that you already own or plan to purchase will run the church management software you choose. Currently, CCIS runs on a Windows™ platform. Assess which applications, or “modules”, that you need. Vendors often offer several options. For instance, CCIS Membership Management™, CCIS AccountAbility™, and CCIS Payroll™ modules may be purchased singly or as a suite. Read more about CCIS modules in the sections that follow. This guide reviews elements of each of the individual modules, as well as interoperability features. If you are still unsure as to which you need, contact us at 1-800-295-7551.
3 4 5
For churches that plan to use more than one computer, consider the advantages of multiple-user licenses. CCIS offers several tiers of licensing. Protect your information. Does the software vendor you are considering offer viable security solutions? Are they flexible and appropriate? Determine what kind of technical support you expect to receive. Will you have help installing the software? Do you need help creating end-of-year reports? Most vendors offer as-needed support at an hourly rate, but they should also offer support contracts. The support you receive with a product like CCIS Church Management Software can enhance productivity and your overall experience. Your customer service representative should be more than willing to explain the differences in the available support packages.
Remote Training sessions provide opportunities to improve skills or train new staff. Does your software vendor offer them? CCIS Church Management Software offers an array of training options, from group classes to individualized one-on-one sessions.
The Basics: Establishing a System that Works for You
Whether you choose to track membership information, process payroll, or perform accounting tasks, you will need to institute a solid system. Start with what you already have. Think about the kinds of records you will keep and your reasons for keeping them. What are your goals? The list below shows you the basic process you will follow, whether you are upgrading, installing an entirely new system, or starting with hand written records.
1 2 3 4 5 6
First, prioritize. What information matters to you? Gather together all of your files, paper or otherwise. You should have attendance logs, lists of names and addresses, accounting spreadsheets, payroll check stubs, group rosters, and the like. This should help you visualize what type of records you already keep and what kinds you may wish to expand. Get your ideas on paper. Brainstorm. List your goals on a dry-erase board or a spreadsheet, or use whatever problem-solving device works for you. Update your information. You want to start with the most recent and accurate records. Organize what you have. Whether you have paper files or a computer server full of lists and spreadsheets, make it as easy to reference as possible. Group together files by kind and by date. If you need to enter the data manually, choose someone with data entry skills to help. Some software suites have the capability to convert or import certain types of digital files. Ask your vendor for details.
Tracking Membership Details
Your members are what matter most. The better informed you can be about their lives, the better you can meet their needs. A database with well-chosen information about each individual will form the foundation on which you can build a convenient and comprehensive membership management system. CCIS Membership Management™ makes it possible to easily and securely keep notes on your members, and its set of powerful tools open up new ways to serve your congregation. You can use it simply like an address book for your church, listing telephone numbers and addresses. However, your membership management module’s capabilities extend way beyond the old Rolodex.
Popular uses for CCIS Membership Management™
LOOK IT UP: Find and update the basics
• • • • Find names, addresses, and phone numbers for members and visitors Easily update existing data Record relationships between members Create pictorial directories
CONTRIBUTIONS: Track income with conﬁdence
• Record contributions and pledges from individuals and groups • Create monthly, quarterly or yearly statements for contributors • Monitor the success of a pledge campaign
ROSTERS: Create and manage lists
• • • • • See how many members are present or absent for regular or special events Track an individual member’s attendance patterns Groups: committees, classes, small groups, youth groups, Bible study groups, support groups Events coordination: community outreach, food drives, special assistance teams Keep class rosters
REPORTS: Extract a big idea from the details
• Run a query to show the parents of students in a classroom • Determine which days your attendance is highest and lowest.
MAILINGS: Easily meet your target
• Create mailing lists for all church members, or create a target group by age, gender, or other important characteristic • Print newsletter labels in a single step • Provide contributors with a detailed giving statement including a pledge status
CCIS Membership Management™ offers exciting possibilities to cross reference, enabling you to get more information from your data. Demographic studies can help you promote members to groups and pair up interests and abilities. Watch your congregation grow and thrive when you put this powerful software to work!
Better Accounting Using a Program Designed for Churches
A true fund accounting program like CCIS AccountAbility™ allows you to manage every aspect of income received and allocated. A general fund might see the same expenses as many for-profit businesses, covering your utilities and basic supplies. Churches, however, have the added challenge of managing restricted funds - contributions made for a specific purpose. You may use as few as two or more than a hundred funds. Permanent restrictions, one-time gifts, and endowments must be used for their intended purpose, and with a fund accounting program, you will never perform double-work or need to use separate checking accounts to properly manage your funds. Does your church have a dedicated fund for any of the following? • Missions • Building or renovations • Community events • Choirs and other musical groups • Bibles, magazines, and other resources • Library purchases • Making special gifts to charities in the name of your church • Memorials • Outreach • Scholarships • Guest speakers • Seminars • Vacation Bible School
Allocating income has never been easier than with a fund accounting program. CCIS AccountAbility™ can help you exact success, no matter how many or how varied your fund accounts.
Payroll Processing Made Easy Using A Payroll Program
When your church has more than one person whom it pays for its efforts, either as salaries, wages, or in contract form, then you want to consider a payroll program such as CCIS Payroll™. Calculate deductions, print checks, and manage payment frequencies within the application. Does your church have cafeteria plans, 403(b) or other fringe benefits? Track sick hours, vacation time, and comp time with CCIS Payroll™. Keep histories on everyone, even those who leave you before the end of the year.
CCIS Payroll™ will manage federal payroll reports and forms like 941 and W-2’s, and 1099 forms, too. Keep local and federal tax data handy, even for multiple years, and responsibly and easily handle your unemployment tax liabilities. If you have never managed payroll on your own, do not worry! Help is available. When you choose a trusted vendor like CCIS Church Management Software, then you are also choosing a dedicated staff of highly qualified individuals who can guide you through the process, and even offer training.
Membership Management, Church Fund Accounting And Payroll Made Whole
Imagine that you have set up programs for membership management, accounting, and payroll,
and that these pieces of software can freely communicate. Imagine the possibilities. You will achieve increased benefit from the interoperability of the system.
1 2 3 4 5 6
Track payroll checks in your accounting program easily.
Quickly check a pledge status for a contributor.
Keep your church updated on how many more contributions are needed for a special mission trip slated for the summer. Does one fund have overflow, and who contributed to that fund? If you have a system that tracks these details , you can easily ask those individuals what to do with the overflow. The contributions data you maintain in CCIS Membership Management™ can be transferred to CCIS AccountAbility™. Unified technical support: Imagine trying to contact multiple vendors for updates or help with software issues. CCIS Church Management Software reduces the problems you may experience by providing a high level of interoperability in its products, and you know that you can trust that all of the CCIS products will work well together as a suite. You can trust the interoperability of the CCIS Membership Management™, CCIS AccountAbility™ and CCIS Payroll™ Suite.
Technical Support Features
It is easy to find programs “for free” that may appear to meet your needs. However, what happens if this free program has a bug, or you upgrade your system and lose all of your data? Maybe you don’t understand all of its features, or they aren’t exactly suited to your purposes. Can you get help? How much can a lack of readily available technical support cost in terms of time, patience, and the quality of your system? When you call your vendor for technical assistance, do you reach an outsourced software support company? When you purchase your church management software from a trustworthy vendor like CCIS, you benefit from expertise in both installation and ongoing support scenarios. You will also receive updates and help when problems arise. CCIS Church Management Software does not farm out help, but instead retains a highly skilled team to provide the best support possible. Ask yourself the following questions to anticipate your technical support needs. • Can a technical advisor be readily available? • Can you easily pick up the phone and call someone? • Does your vendor offer remote-desktop assistance? • Do you only need help with end-of-year reports, or do you need a bit of help throughout the year? • Is the support staff knowledgeable and patient? • Do they truly know the programs, or are they just reading down a ﬂow chart, hoping to land on an answer? • Will the support team members be willing to work with you until your problem is solved? • Will they offer patient, effective training? When you choose CCIS Church Management Software, then be confident that the answers to these questions are all, “Yes.” CCIS offers toll-free telephone assistance. These advisors will be available to walk you through the installation process, and they can help tutor you on basic functionality, as well as teach you advanced techniques. CCIS offers several support contracts. If you are not sure how much assistance you may need, then be confident that the CCIS sales team can help you figure out your options.
Making An Informed Purchase
You can spend anywhere from $200 to more than $3,000 for a single church management software program. The price for a suite of software ranges from $399 to upwards of $6,000. Of course, price will vary by vendor, but realize that how your package is implemented will also affect the expense. Are you running the software on one computer or on a network with ten computers? Carefully review your setup with your vendor.
Now that you have an overview of how a comprehensive church management software system works, you can make an informed decision about your purchase. Follow these simple steps to make buying easy.
1 2 3 4
Write down your goals and prioritize them. List how you will see benefits from having a detailed membership database, church fund accounting program, and professional payroll system. Choose the CCIS Church Management Software programs you need. Choose between a CCIS single or multi-level license to run on Microsoft Windows XP or later.
Pick a technical support package. The more people using the system and the higher your goals, the more support you should expect to use. Make the phone call to CCIS Church Management Software. Reach our experienced sales staff at our toll-free number: 1-800-295-7551.
Realizing and Inspiring with CCIS Church Management Software
CCIS Church Management Software will inspire and empower you to build a better church. This solid set of software tools will transform notes on individuals and contributions into a powerful and invaluable database. You know that your church can best serve its congregation when you can spend more time building relationships and less time tracking contributions, managing accounts, and processing payroll. Realize your highest goals when you put CCIS Membership Management™, CCIS AccountAbility™ and CCIS Payroll™ to work for you.
This action might not be possible to undo. Are you sure you want to continue?
We've moved you to where you read on your other device.
Get the full title to continue listening from where you left off, or restart the preview.