Please comment on Experience w/Churches
Looking for someone with experience in setting up a church to successfully track donations/grants/restricted/non-restricted funds, etc. Need to print annual donor statements, as well as track actual vs. budget for each fund/account. My recommendation to the client was to set up donors as Customers, attempt to limit (as much as possible) the Chart of Accounts, and utilize the class feature to track what type of fund it is. Can anyone offer suggestions here? Many thanks!







