Fund accounting password

[dpetherbridge]

I want to add another fund (02). I want access to it to be limited. I have not found a way to password protect one fund vs. another. That is, it seems that whatever accounting access is given applies to all funds; 01, 02, 03, etc.

[JohnDMeyers]

I don't think that's possible.

It may be because funds are interconnected. You can restrict a person's ability to change things, but that goes for all funds. If you allowed them to change one fund, ultimately, it will have an effect on all funds.

[NeilZ]

There is no current way to restrict people having Funds Accounting access from accessing all the funds

Exactly why are you trying to restrict access to the fund ?? The only people that should have access to Funds Accounting is your Treasurer/Bookkeeper/Accountant.

[dpetherbridge]

We have our main operating account for the church and one for our thrift shop and one for a pastors fund. The latter two are maintained by other than the church treasurer. I want to get them on PC as well as having visibility for the treasurer to review/audit. My goal was to give the thrift shop access to only their inc/exp as well as the Pastor.

Looks like I will need to get the info from both of them and enter that info in PC myself. I was trying to avoid duplication of data entry.

[NeilZ]

We have our main operating account for the church and one for our thrift shop and one for a pastors fund. The latter two are maintained by other than the church treasurer. I want to get them on PC as well as having visibility for the treasurer to review/audit. My goal was to give the thrift shop access to only their inc/exp as well as the Pastor.

Looks like I will need to get the info from both of them and enter that info in PC myself. I was trying to avoid duplication of data entry.

If the thrift shop is a separate entity, that is they have no other connection with the church other than sending any profits over to the church mission budget, then you could install another copy of Powerchurch that they can access.

As far as the Pastor, I'd just give him monthly printed inc/exp reports, he doesn't need to know more than that.

[Alaraujo]

We have two funds: General Fund and Ministries Fund. Our treasurer maintains GF and church sec. maintains Ministries Funds. That's why we hoped to restrict the funds.
You mentioned using two different PowerChurch applications. Do I have to purchase two copies?

[NeilZ]

We have two funds: General Fund and Ministries Fund. Our treasurer maintains GF and church sec. maintains Ministries Funds. That's why we hoped to restrict the funds.
You mentioned using two different PowerChurch applications. Do I have to purchase two copies?

No, the Powerchurch license is a site license.

You said that the Treasurer does general funds, and the church secretary does ministry funds; how are they different? Why would the Treasurer not oversee all monies of the church ??

That said, you have to also think about how Contributions are handled, are they entered into Powerchurch, then posted to Funds Accounting? If so, do they process income for both the General Fund as well as the Ministry fund??

That would complicate things even more. Again, without knowing exact details, its hard to give any advice.

[Alaraujo]

Thanks for your reply.
The Treasurer oversees both funds, where ea fund has it's own bank account.
The secretary is responsible for the 'ministry fund', which has income and expenses for the various ministries, ie Men's Ministry, Women's Ministry, Children's Ministry, etc. These ministries are autonomous and separate from the regular church general fund.

As for passwords, I was hoping that the treasurer would have access to both accounts, but that the secretary would only have access to the 'ministry fund'.

I hope that makes sense, and thank you for your help.

[NeilZ]

Thanks for your reply.
The Treasurer oversees both funds, where ea fund has it's own bank account.
The secretary is responsible for the 'ministry fund', which has income and expenses for the various ministries, ie Men's Ministry, Women's Ministry, Children's Ministry, etc. These ministries are autonomous and separate from the regular church general fund.

As for passwords, I was hoping that the treasurer would have access to both accounts, but that the secretary would only have access to the 'ministry fund'.

I hope that makes sense, and thank you for your help.

OK .. does the Secretary issue checks and makes deposits ??

[Alaraujo]

The Sec does not make checks nor deposits.
The Sec is only a 'data entry' person for Ministry groups. We hope that she can generate reports for the Ministry heads as requested.

[NeilZ]

The Sec does not make checks nor deposits.
The Sec is only a 'data entry' person for Ministry groups. We hope that she can generate reports for the Ministry heads as requested.

OK .. then what type of 'data entry' is she doing ?? It sounds like you could give her 'Access' permission to the accounting module, and that would do the trick for reports.

Sure she would be able to access the reports for both funds, but it doesn't sound like that really is an issue, as there is nothing in an operating fund that is 'secret' ...

[Alaraujo]

Data Entry consists of Income and Expense transactions for the various ministries.

General Fund secrecy? No. But we don't want to give the secretary permission to modify anything in the General Fund. Just being cautious and taking into account that a volunteer often takes her spot for days off.

BTW, I really do appreciate your assistance.

[NeilZ]

Data Entry consists of Income and Expense transactions for the various ministries.

General Fund secrecy? No. But we don't want to give the secretary permission to modify anything in the General Fund. Just being cautious and taking into account that a volunteer often takes her spot for days off.

BTW, I really do appreciate your assistance.

OK, there is no way you can allow the secretary update to accounting without her having access to both funds, that said, there is no reason why a volunteer should be doing updates to the accounts definitely inviting problems.

So, the answer is that the secretary as her own logon granting her update access to accounting, along with her other permissions to membership (I'm guessing). The volunteer(s) can be given a logon that they can use to access data, but grant no access to accounting whatsoever.

[Alaraujo]

Ok. Thanks for your advice. Have a blessed Sunday.