segregate access to acounting files
Posted: Fri Jun 30, 2006 3:45 am
At present we use PC+ ver 9 to record all Church and School transactions, while the School uses Peachtree to do their internal bookkeeping, done by a part time School employee who functions as a bookkeeper in addition to her other duties.
A report of all of the Schools transactions is given to the Church bookkeeper monthly, to record in PC+.
We have separate funds for Church income/expenses, and restricted funds, and separate checking accounts for each fund. We have the same setup for the School in the Church PC+, and also a separate fund and checking account for the preschool that we started about 2 years ago.
I know that this is a stupid setup, but don't blame me, I wasn't Treasurer when it was setup this way many years ago.
Its given us and me a lot of headaches this past two years because of that setup, and questions from some of our members that my reports are hard to understand, and accusations that we are hiding information from them.
I now want to switch the school over to PC+ internally, but do not want to allow the school to have access to the Church account info. I also want to combine some of the checking accounts, using the various funds to keep things separated. The files would be transferred to the church bookkeeper by floppy or CD.
How can I give the School access only to the school accounts?
Will I have to install a seperate copy of PC+ at the school, and setup all of the school accounts on that computer.
Is there any way to split permissions to access the accounting files?
The computers are not networked, and I don't think that networking them would meet my goal. In fact this Church computer is stand-alone, and used only for bookkeeping.
A report of all of the Schools transactions is given to the Church bookkeeper monthly, to record in PC+.
We have separate funds for Church income/expenses, and restricted funds, and separate checking accounts for each fund. We have the same setup for the School in the Church PC+, and also a separate fund and checking account for the preschool that we started about 2 years ago.
I know that this is a stupid setup, but don't blame me, I wasn't Treasurer when it was setup this way many years ago.
Its given us and me a lot of headaches this past two years because of that setup, and questions from some of our members that my reports are hard to understand, and accusations that we are hiding information from them.
I now want to switch the school over to PC+ internally, but do not want to allow the school to have access to the Church account info. I also want to combine some of the checking accounts, using the various funds to keep things separated. The files would be transferred to the church bookkeeper by floppy or CD.
How can I give the School access only to the school accounts?
Will I have to install a seperate copy of PC+ at the school, and setup all of the school accounts on that computer.
Is there any way to split permissions to access the accounting files?
The computers are not networked, and I don't think that networking them would meet my goal. In fact this Church computer is stand-alone, and used only for bookkeeping.