Are you tired of shuffling papers or typing updates to membership rosters and mailing lists? Are you able to track contributions and print annual donor statements without hours of work? Are you able to effectively organize financial records and provide the finance committee with timely monthly reports? Could your organization be better served if more information was available? OMS™ for Windows® gives you all this and more.
Dues and Contributions
Data entry is fast and simple. Access a donor and quickly record the contribution by donation category. Define as many donation categories as needed.
Print donor receipts for contributions in excess of $250.00 and annual statements for each donor in either a detailed or a summary format as desired. Statements comply with IRS requirements. A Canadian statement is also available.
Useful reports provide comprehensive information on contributions received for the current year as well as for previous years.
Implement the bookkeeping using a simple accounts payable/check writing approach or as a powerful double-entry fund accounting system. In the AP/check writing implementation, it handles multiple bank accounts, prints checks, provides excellent month end bank/check reconciliation, handles budgets for all receipt and disbursement categories, and provides excellent monthly financial reports. Yet, very little accounting knowledge is required to handle the church finances with excellent results. If the double-entry option is selected, the system is transformed into an extremely powerful general ledger system with true fund accounting. The equity section of the balance sheet is titled the fund equity section. Whenever an income (source of funds) account or expense (use of funds) account is added to the chart of accounts, it is associated with a fund equity account. When a transaction involves an income or expense account, the associated fund equity account is updated automatically so that fund balances are known at all times. Additional reports include a balance sheet, statement of sources and uses of funds, detailed audit trail and many more.
Enter the name, address and other important information for members, prospects, donors and any others associated with the organization. The master list is where this basic information is kept. Each entry in the masterlist is assigned to a category. A master list entry may represent an individual, a family, or even a company or organization. The master list may be accessed by account number, by category, by name, by phone number or by zipcode.
Define as many master list categories and groups as you need. Then, assign each master list entry to a category. In addition, each master list entry can be assigned to as many groups as desired.
Print mailing labels for the entire masterlist, or for specific categories or groups. There are also four special maillist flags to aid in definig complex mailing selections. This module does it all. In addition to flexible mailing label options, print rosters, telephone lists and other useful reports.
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