Hello:
I am working in a small church that uses Simply Pro 2011 for journal entries and not much else. We have a budget of under 100,000 and use the cash basis method of accounting. We have four part time employees that are paid using a manual process including figuring out vacation, EI, CPP and so on. Our donations are done through Excel along with our receipts. Finally our invoices for rentals are done manually and time consuming. From what I can see our Simply Pro version should be able to do:
Invoices including emailing them (our treasurer is worried that this will credit the account rather than wait for me to enter the receipt of the money) With 5 renters I need this.
Payroll which if set up properly will track what gets withheld and sent to the government.
Donors - I think that a donor could be entered as a customer and the donations entered and tracked with a receipt coming out at the end of the year built to match CRA requirements. this would the last process to bring on board and I'm not sure I would invest the time in it since we have something that already works with minimal effort.
I have read a tons of stuff and played with Sage50 as a trial version and am eager. It seems that current volunteers are a little afraid of the software so i would likely hire someone to help ensure that the additional pieces are set up correctly. Does anyone have any advice? Am I expecting too much? We will move to new software if needed but I would like to use what we have for now and introduce new processes next year and then migrate to a new system. Thanks! Victoria
