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OMSTM - Three Integrated Modules
Members / Prospects / Donors / Others
Enter the name, address and other important information for members, prospects, donors and any others associated with the organization. The masterlist is where this basic information is kept. Each entry in the masterlist is assigned to a category. A masterlist entry may represent an individual, a family, or even a company or organization. The masterlist may be accessed by account number, by category, by name or by zipcode.Define as many masterlist categories and groups as you need. Then, assign each masterlist entry to a category. In addition, each masterlist 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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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.
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Fund Accounting / Check Writing
Implement the bookkeeping using a simple accounts payable/check writing approach or as 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 becomes an extremely powerful general ledger system with true fund accounting. The equity section of the balance sheet is properly 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 all fund balances are known at all times.
A wealth of report options are available including the monthly financial report, check reconciliation report, detailed audit trail report, balance sheet and “statement of sources and uses of funds and changes in fund equity”.
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