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Requirements

+ Solution Focus

  • Church Management Focus
  • Parachurch/Donor Management Focus
  • Denomination "Editions" Available
  • Non-English Versions Available

+ Database

  • National Change of Address (NCOA) updates
  • Certified Postal CASS & PAVE
  • Prints U.S. Postal Bar Codes
  • Multisite campus capable

+ Giving

  • Statements can be automatically sent via email
  • Congregants / Donors can view check images online
  • Notifies contributor if transaction is declined by merchant account
  • Can automatically import gifts received via website
  • Can store check & envelope images
  • Scanning checks once produces deposit & database entry
  • Checks can be input via Check21-compliant scanner
  • Gifts in Kind can satisfy pledge without setting GIK value
  • Tracks Gifts in Kind (GIK) contributions

+ Assimilation

  • Can set cautionary flags based on behavioral or legal issues
  • Approved volunteers can schedule themselves for service
  • Approved volunteers can set unavailable blackout dates
  • Sends volunteer commitment reminders
  • Tracks Mission Trips (pre-task checklists, support, etc)
  • Manages Small Groups
  • Has Background Check interface for volunteer positions
  • Volunteer Recruitment functions (position description, application, etc)
  • Tracks Attendance
  • Can post attendance using geofencing
  • Security / Check-In capability
  • Can check in via iOS and/or Android tablets
  • Check in tracks allergies, allowable check out persons, etc
  • Facilitates roaming checkin (like a volunteer in the parking lot with a tablet)

+ Facilities & Events

  • Fixed Assets tracking (inventory, depreciation, maintenance)
  • Library Module
  • Can import registrations received via website without manual entry
  • Retreat / Event registration A/R tracking for outstanding balances
  • Calendar scheduler can feed events to ministrys website
  • Fully integrates with Cool Solutions Groups eSpace www.espace.cool
  • Facility / Equipment calendar scheduler

+ General Ledger

  • Graphic analysis
  • Has method for budgeting Capital Expense items
  • Can select Straight Line or Seasonal Budgeting by account
  • Audit Trail is secure & unalterable (not just password protected)
  • Automatically balances funds in interfund transactions
  • Automatically tracks multiple Fund Balances
  • Dimensional Accounting(vs natural,hierarchical Chart of Accounts)
  • Natural, hierarchical Chart of Accounts
  • General Ledger

+ Accounts Payable

  • Purchase Order tracking (authorization, budget, & GL interface)
  • Annual 1096 & 1099s
  • Can void checks with option of reopening the invoice
  • Can automate recurring entries
  • Can partial pay invoices; balance remains payable with same invoice #
  • A single check or check run can post against multiple funds
  • Invoices can be automatically distributed to multiple GL accounts
  • Can run as either Accrual or Cash Basis
  • Accounts Payable and/or Bill Pay integration

+ Payroll/Human Resources

  • Tracks & stores images of HR forms
  • Tracks employee discipline records
  • State & Federal tax tables are maintained by software provider
  • All Federal & State payroll tax forms
  • Workers Compensation Audit
  • Vacation scheduler with schedule view by department
  • Hiring & termination process & documentation w database-driven self-audit
  • Accrues Vacation & Sick Time by hours worked or pay period
  • Payroll ACH Direct Deposit
  • Time Clock interface
  • Can allocate an persons payroll & benefit costs across multiple departments
  • Payroll with ministers salary capabilities (housing, SECA, etc)

+ Access & Security

  • Maintains transactional database of who made changes
  • Field-level access / entry security
  • Congregants can set which of their online data is private
  • Congregants / Donors can update their profile data
  • Congregant online access can be tied to Facebook or Google credentials
  • Can create & modify custom workflows to simplify staff input processes
  • Has a completely open API for custom integrations

+ Communication

  • Constant Contact and/or MailChimp HTML interface
  • Connects with social media accounts
  • System integrates w/Outlook contacts & tasks for staff follow-Up
  • Email can have multiple attachments
  • Can send individually-addressed mail-merged bulk email
  • Can send individual text messages without knowing carrier
  • Tracks & uses peoples preferences for text messages, mail, email

+ Mobile & Web

  • Has mobile app
  • Has mobile (responsive website) interface
  • Data is accessible in real-time via iOS & Android mobile devices

+ Requirements & Capabilities

  • Graphics-capable dashboard with drill-down capabilities
  • Excel Pivot Table interface
  • Data is accessible & fully exportable in multiple formats
  • Includes a user-accessible, customizable report system
  • Can create custom workflow pages to simplify user experience & focus
  • Web browser interface
  • Can be network-based with multiple concurrent user access

+ How Hosted

  • Can run on ministry's server
  • Can run hosted on ChMS providers server
  • All data transmission between church staff / congregants & hosted database is encrypted
  • ChMS provider hosting datacenter is Certified Tier 3 or higher

Results

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Jonathan Smith

Jonathan Smith

Director of Technology

Jonathan Smith is the Director of Technology at Faith Ministries in Lafayette, Indiana. You can reach Jonathan at [email protected] and also follow him on Twitter @JonathanESmith.