Dec 162017
 
Church Money Tracking System - Accounting and reporting system.
File CMTS110.ZIP from The Programmer’s Corner in
Category Databases and related files
Church Money Tracking System – Accounting and reporting system.
File Name File Size Zip Size Zip Type
CHCNTRL.DAT 662 315 deflated
CHFAMILY.DAT 1067 520 deflated
CHFUNDS.DAT 830 290 deflated
CHHELP.HLP 6979 2960 deflated
CHMEMBER.DAT 2913 1254 deflated
CHTRANS.DAT 1377 451 deflated
CHURCHMS.DOC 75464 13198 deflated
CHURCHMS.EXE 347982 138938 deflated
FILEBLD.EXE 163092 75578 deflated
REGISTER.DOC 1646 384 deflated

Download File CMTS110.ZIP Here

Contents of the CHURCHMS.DOC file





















CHURCH MEMBERSHIP
DONATION TRACKING SYSTEM

VERSION 1.10

User Documentation































COPYRIGHT (c) 1989 by: Bill Torbert

TABLE OF CONTENTS

DESCRIPTION Page


I. INTRODUCTION

SHAREWARE NOTICE ....................................................... 1
DISCLAIMER ............................................................. 1
PACKING LIST ........................................................... 2
CAPABILITIES OVERVIEW .................................................. 3
INSTALLATION INSTRUCTIONS .............................................. 4
BACKUP ................................................................. 5
MEMORY REQUIREMENTS .................................................... 5

II. PROGRAM FEATURES

STARTUP SCREEN ......................................................... 6
MAIN MENU .............................................................. 6

DONATION DATA ENTRY AND UPDATE ......................................... 7
Post Donations ...................................................... 7
Batch Edit Listing .................................................. 10
Update Batch ........................................................ 10

SYSTEM SETUP AND FILE MAINTENANCE ...................................... 11
File Maintenance Look and Field ..................................... 11
Maintain Church Control File ........................................ 11
Maintain Funds File ................................................. 12
Maintain Family File ................................................ 14
Maintain Member File ................................................ 16

PERIOD END ROLLOVER .................................................... 18

INQUIRIES .............................................................. 19
Detail Donation Inquiry by Member ................................... 19
Detail Donation Inquiry by Fund ..................................... 21

REPORTS ................................................................ 23
Family File Listing ................................................. 23
Membership File Listing ............................................. 24
Member Alphabetical Listing ......................................... 25
Funds Listing ....................................................... 26
Donation Activity Report by Member .................................. 27
Donation Activity Report by Fund .................................... 28
Quarterly Donation Report by Member ................................. 29

III. FILE LAYOUTS
CHCNTRL.DAT ......................................................... 30
CHFUNDS.DAT ......................................................... 30
CHFAMILY.DAT ........................................................ 31
CHMEMBER.DAT ........................................................ 31
CHWORK.DAT .......................................................... 32
CHTRANS.DAT ......................................................... 32
Page 1
I. INTRODUCTION

SHAREWARE NOTICE

This software is shareware. You are granted a license to evaluate this
software for a reasonable period of time. Your suggestions and comments
are welcome and would be appreciated.

If you decide to use this software you are required to purchase it. You may
do so by sending a payment of $89.95 to:

Bill Torbert
P. O. Box 9218
Chesapeake, VA 23321

For your payment you will receive the next release of this software which
will include several additional features. Your payment will also support
the author's effort to write additional quality shareware.

Registered users will also receive support through the mail. As the user
base continues to grow, both telephone support and bulletin board support
will be considered.

Please note that this software is constantly being revised and enhanced.
While file compatability between versions can not be insured, registered
users will be given file conversion programs at no additional charge when
converting from one version to the next, provided they were registered users
of the prior version.

Finally, if you choose to use the software and never register it, I will
probably not know. However, I believe very strongly in the Shareware
concept, and for it to be successful for all of us, we must register by
the "Honor System". More importantly, it is the right thing to do.

Please print out the form REGISTER.DOC to assist you in registering.



I am interested in your comments and suggestions regarding this software.
In addition to writing me at the above address, you may also leave me
E-Mail on Compuserve.

My CompuServe ID is 73747, 2336

DISCLAIMER

This software has been tested and is believed to be reasonably free of
bugs or defects. However, the user accepts the software "As Is" and
is strongly encouraged to test the software to his/her satisfaction and
run parallel with existing processing methods for a reasonable period of
time.

Page 2
PACKING LIST

The following files should be in your release of this software:

CHURCHMS.DOC - This document
REGISTER.DOC - Registration form
CHURCHMS.EXE - The executeable program
CHCNTRL.DAT - The required control file
CHHELP.HLP - The required help file
CHFAMILY.DAT - Sample family file
CHMEMBER.DAT - Sample member file
CHFUNDS.DAT - Sample funds file
CHTRANS.DAT - Sample transaction file
FILEBLD.EXE - Creates files and rebuilds keys

You may freely distribute this software to others for the purpose of
evaluation. If you do so, please distribute the entire release, which
includes all of the above files.

NOTE: The keyfiles associated with the various data files are not furnished.
The first time the program is run on your system, they will automatically be
created. If you receive an "Insufficient Memory" error when this process
occurs, run the program FILEBLD.EXE. It requires much less memory.

Also, be aware that the data files (*.DAT) are supplied to assist you in
evaluating the system. They may be removed prior to running live, and
recreated automatically. The one exception to this is CHCNTRL.DAT which
must be present at all times.
PAGE 3
CAPABILITIES OVERVIEW

CHURCH MEMBERSHIP TRACKING SYSTEM contains the following features:

Completely menu driven
Easy to use
POP-UP help screens throughout the system
2 levels of security
Tracking of church membership and donation information
Complete audit trail of donations entered
Stores family visitation route number
Maintains extensive membership information
Reports on family, funds file, membership information
Complete donation audit trail report by fund
Redirection of reports to other DOS devices

NOTE: Custom modification for your church will be considered at very
reasonable prices. Write Bill Torbert at the above address for
details. Details automatically provided to registered users.

Version Information Illustration:

Patch(Minor Corrections)
|
(Significant new features) Release |
| |
1.23
|
|
Revision(Minor Enhancements)

Thus Version 1.23 would be Release 1, Revision 2, Patch 3.

Features New to Version 1.10

Vastly improved period end and year end procedures
Donation totals maintained by member for each quarter
Donation totals maintained by fund for each quarter
New reports including quarterly donation report
Direct all reports to disk or other device

Features Planned for Future Versions:

More detailed security
Separate organization file to track membership in bible classes
and other organizations within the Church
Report on visitation routes showing date of last visit
Sophisticated visitation scheduler module
shut-in reports
visitation scheduling calendar
automatic installation
ADHOC reporting allowing the user to design and write
his own reports based on the information in the system
User definable color selection options
"Same Quarter Last Year" type comparisons
Maintain membership "Skills Inventory"
Page 4
INSTALLATION INSTRUCTIONS


1. Create a Directory Called CHURCHMS (or any other appropriate name).
2. Copy the following files to this directory:

CHURCHMS.EXE
CHCNTRL.DAT
CHHELP.HLP
* CHFAMILY.DAT
* CHMEMBER.DAT
* CHFUNDS.DAT
* CHTRANS.DAT

* These files are included for demonstration purposes, and can be removed
before beginning your actual installation.

(EX: COPY A:CH*.* C:\CHURCHMS\CH*.*) If installing from a floppy...

3. Change your path to this directory. (EX: CD \CHURCHMS)

4. Execute the program by typing and pressing

5. You may ignore the password prompt until you have set up passwords in
the control file.

6. When you run the software for the first time, the keyfiles will
automatically be created. These files will have extensions such as
*.K01 where * will be the same as the data file name.

7. When you are ready to run live, you may remove all data files except
CHCNTRL.DAT. This file must remain for the software to operate
correctly. Should you accidently remove it, recopy it from your
release software.

8. You must build the files in the following order:
CHFUNDS
CHFAMILY
CHMEMBER

Any attempt to enter the posting routine before at least 1 record
exists in each file will cause a loop.
The solution is to press CTL BREAK.
Page 5
BACKUP

The data files should be backed up at regular intervals. To back up all
files to a removable disk, enter the following command:

COPY *.dat a:

The above command assumes you are pathed into the directory where the
software and data files reside. It also assumes you are backing up to a
removable drive A. For variations, see your DOS manual.

It is especially important that you back up prior to updating a batch and
prior to running the period end update. Should it ever be necessary to
recover using your backup, simply copy the data files back to your
hard disk. Assuming you are pathed into the CHURCH directory and that
the backup is in a diskette on drive A, you may recover by issuing the
following two commands:

COPY A:*.*
DEL *.K0*

It is important that you delete the old keyfiles since keyfiles will
automatically be rebuilt when not found. However, when the system detects
mismatched keyfiles, the program will abort with an error message.

MEMORY REQUIREMENTS

This software requires a minimum of 512K of memory to run, however 640K
is recommended. The program will automatically create any files that are
not present upon initialization and rebuild any keyfiles not present as well.
This activity may cause a 512K machine to run out of memory. If this is the
case, execute the program FILEBLD to generate the needed files or to rebuild
missing keys. Note, the file CHCNTRL.DAT cannot be created and must be
present.



Page 6

II. PROGRAM FEATURES

STARTUP SCREEN

You run the program by typing CHURCHMS, and pressing ENTER. Should you receive
a OUT OF MEMORY error the first time you run, reboot without any memory
resident programs and execute FILEBLD. This will create all the keyfiles and
the software should then run under 512 K with no problem.

When you initiate CHURCHMS, you will receive a startup screen prompting you
to enter a USER CODE and a PASSWORD. The USER CODE can be any three characters
and will automatically be written to every transaction record along with a
date and time stamp for audit tracking. The PASSWORD you enter must be the
Level 1 Password as set up in the control file. You should leave this
field blank until you set up a password.

MAIN MENU

From the main menu you may select any option by using the arrow keys to
select the desired function. Then press enter.

--------------------------------------------------------------------------------
MAIN MENU


100110001 *** YOUR CHURCH NAME WILL APPEAR HERE *** VERSION 1.10
C H U R C H M E M B E R S H I P
D O N A T I O N T R A C K I N G S Y S T E M
M E N U

DONATION DATA ENTRY AND UPDATE INQUIRIES

Post Donations Detail Donation Inquiry by Member
Batch Edit Listing Detail Donation Inquiry by Fund
Update Batch
REPORTS
Family File Listing
SYSTEM SETUP AND FILE MAINTENANCE Membership File Listing
Member Alphabetical Listing
Maintain Church Control File Funds Listing
Maintain Funds File Donation Activity Report by Member
Maintain Family File Donation Activity Report by Fund
Maintain Membership File Quarterly Donation Report by Member
______________________________________
Period End Rollover Exit Program

Use the Up and the Down Keys to select choice, then press
Press for HELP from any Screen

--------------------------------------------------------------------------------
Page 7
DONATION DATA ENTRY AND UPDATE

Post Donations

This routine allows the user to enter donation information. When this
screen first appears, you will be prompted to enter a password. This is
the level two password, as specified in the Control File.

--------------------------------------------------------------------------------
DONATION DATA ENTRY AND UPDATE


Donations Received Data Entry
Member:
Prior Donations - Quarter To Date: Year To Date:

Tran Date Fund Description Amount Reference







Level two password required
To access this function

Please enter password:



Total donations ent Now Press ENTER To Continue
Pre
- or - Use UP and
You may also select r

--------------------------------------------------------------------------------


Page 8
After entering the password, you may select the member for whom you wish
to enter the donation. You may do this by moving the UP and DOWN arrow
keys to the appropriate member and pressing ENTER, or by spelling all or part
of the member's last name.

--------------------------------------------------------------------------------

Donations Received Data Entry
Member: 000000000
Prior Donations - Quarter To Date: 0.00 Year To Date: 0.00

Tran Date Fund Description Amount Reference

Enter All or Part Of Member's Last Name


MEMBER NO LAST NAME FIRST NAME MI

065636536 Blakely Greg H
000878676 James Jhon E
657654844 Kenny Chris D
286126476 Robertson Glen B
000524534 Robertson Henry R
000006254 Robertson Robert H
567903421 Smith Jack R
123456789 Thomason James T
Total 167890432 Wilson Nathon H

- or Use UP and DN to Select Member and Press .
You may name

--------------------------------------------------------------------------------
Page 9
At that point, you may enter the TRANS DATE (just press ENTER if today's date
is desired. You may then enter a Fund No, or press ENTER for a pop-up
table of all valid funds. Finally, you may enter the donation amount and,
if desired, a reference. Negative amounts are allowed in the event that
a correction is required to a prior transaction.

--------------------------------------------------------------------------------

Donations Received Data Entry
Member: 065636536 Blakely Greg H
Prior Donations - Quarter To Date: 53.00 Year To Date: 114.00

Tran Date Fund Description Amount Reference



TRANS DATE FUND NO DONATION AMOUNT REFERENCE
00/00/00 0000 0.00









Total donations entered for this member: 0.00
Press INS to Enter a Donation
- or - Use UP and DN to Select Record and then press
You may also select record by entering all or part of the last name

--------------------------------------------------------------------------------
Page 10
Batch Edit Listing

Once a batch of donations has been entered, this routine
should be run to print a batch listimgs, thereby assuring that the batch
entered is correct. Corrections to the batch may still be made at this
point. The batch edit listing may be rerun as often as needed, (until the
"Update Batch" option is selected) and should be run one last time prior to
updating the batch.

--------------------------------------------------------------------------------
BATCH EDIT LISTING
December 17, 1989 ** Your Church Name Will Appear Here ** PAGE 1
================================================================================
TRAN DATE FUND DESCRIPTION USER AMOUNT REFERENCE
================================================================================

********** 000006254 Robertson H Robert **********
12/17/89 0001 General Fund WVT 3.00
12/17/89 0002 Homeless Children's Fund WVT 1.00
TOTAL : 4.00
.
.

.
.
********** 000524534 Henry R Robertson **********
12/17/89 0001 General Fund WVT 10.00
12/17/89 0002 Homeless Children's Fund WVT -1.00 Correction
TOTAL : 9.00

BATCH TOTAL : 13.00
--------------------------------------------------------------------------------

Update Batch

This routine will update the current batch. It is recomended that you print
out the Batch Edit Listing to make sure all the transactions are correct prior
to proceeding to this step. It is also a good idea to back up your files as
well, especially if you have entered a large batch.
Page 11
SYSTEM SETUP AND FILE MAINTENANCE

File Maintenance Look and Feel (All Files)

The look and feel of all file maintenance screens is similar.

1 - Maintain/Change a Record: When selecting a record to maintain,
you will be presented with a table showing all the records in the file.
If the file contains more records than will fit on a page, you can
use the PAGE UP and PAGE DOWN keys to move about, as well as the UP and
DOWN arrow keys. Once the record to maintain has been located, press ENTER.
You will now be able to make changes to that record. Should you wish to abort
your changes, press CTL ESCAPE. To back up, press ESC or Up Arrow. You must
DOWN ARROW or ENTER through each field, or press CTL ENTER to complete the
changes without having to go through each field. Please note, when the file
is empty, the table will be skipped automatically, and you will be presented
with the form in add mode.

2 - Add a Record: Press the INSERT key to add a new record. A clean form will
be presented.

3 - Delete a Record: Press the DELETE key to delete a record. You will be
prompted to press ENTER to actually make the deletion, or ESCAPE if you change
your mind.

Maintain Church Control File

This procedure will allow you to update the control file. This is where
the Church name and other control information is held. This file varies
from the standard look and field in one way. Only one record is in the
file, thus the option to press INSERT to add, does not apply.

Always maintain a backup of this file as the software will not run without it!

--------------------------------------------------------------------------------

C H U R C H C O N T R O L F I L E






NAME : ** Your Church Name Will Appear Here **
ADDRESS : Address Line 1 Here
Address Line 2 Here
CITY : Your City
STATE : VA
ZIP CODE : 23321
PASTOR : Your Pastor's Name Here
QUARTER : 2
PASSWORD :




Press: - To Maintain - To Return To Menu
--------------------------------------------------------------------------------

Page 12

Maintain Funds File

This procedure allows you to update the funds file. There should be one
entry in this file for each fund you wish to track.

When choosing this option, you will be presented with the Fund Table
shown below. To select a record to maintain, use the UP and DOWN
arrow keys and then press ENTER. Add a record by pressing INSERT or
delete a record by pressing DELETE.

-------------------------------------------------------------------------------


F U N D S F I L E






FUND NO DESCRIPTION

0001 General Fund
0002 Children's Fund
0003 United Way
0004 Sunday School Fund
0005 Supply Fund


-------------------------------------------------------------------------------

Page 13

You will then be presented with the following form. At any point you may
abort your work by entering CTL ESC, or complete your entry by pressing
CTL ENTER. Otherwise, you will pass through each field with either the
DOWN or ENTER key. Youu may backup to the prior field with the UP or ESC
keys. The input is complete when you finish the last field (or press CTL
ENTER as described above).

--------------------------------------------------------------------------------

F U N D S F I L E


Record will be Changed


FUND NO DESCRIPTION
0001 General Fund






Input Data and Press - or - To cancel changes press
--------------------------------------------------------------------------------
Page 14

Maintain Family File

This option allows you to update the family file. There should be one
entry in this file for each family that belongs to the church.

Upon choosing this option, you will be presented with the Family Table
shown below. To select a record to maintain, use the UP and DOWN
arrow keys and then press ENTER. You may add a record by pressing
INSERT or delete a record by pressing DELETE.

-------------------------------------------------------------------------------

F A M I L Y F I L E






FAMILY NO HEAD of HOUSEHOLD PHONE NO

0001 Thomason, Frederick K. 804-123-5679
0002 Wilson, George K 804 678-5323
0003 Smith, Robert P. 804 673-4568
0004 Robertson, Charles P 804 345-6743
0005 Blakely, Fred R. 804 452-7689
0006 Kenny, Frederick T. 804 456-7893







To maintain a record, use UP and DN to select item, then press
- or - Press: to Add to Delete to Return to Menu
-------------------------------------------------------------------------------
Page 15
You will then be presented with the following form. At any point you may
abort your work by entering CTL ESC, or complete your entry by pressing
CTL ENTER. Otherwise, you will pass through each field with either the
DOWN or ENTER key. You may backup to the prior field with the UP or ESC
keys. The input is complete when you complete the last field (or press CTL
ENTER as described above).

-------------------------------------------------------------------------------

F A M I L Y F I L E


Record will be Changed



FAMILY NO: 0001
HEAD OF (Last, First MI)
HOUSEHOLD: Thomason, Frederick K.
ADDRESS : 4567 Berry Road, Apt 3B
Suffolk VA 23321
PHONE NO : 804 123-5679
ROUTE NO : 0001



Input Data and Press - or - To cancel changes press

-------------------------------------------------------------------------------

Page 16

Maintain Member File

This procedure allows you to update the member file. There should be one
entry in this file for each family member that belongs to the church.

When choosing this option, you will be presented with the Member Table
shown below. To select a record to maintain, use the UP and DOWN
arrow keys and then press ENTER. You may also select a record by
entering all or part of the member's last name. The table will immediately
highlight the chosen record. This is especially useful with large memberships.

You may add a record by pressing INSERT or delete a record by pressing DELETE.

-------------------------------------------------------------------------------

M E M B E R F I L E


Enter All or Part of Member's Last Name



MEMBER NO LAST NAME FIRST NAME MI

065636536 Blakely Greg H
000878676 James John E
657654844 Kenny Chris D
286126476 Robertson Glen B
000524534 Robertson Henry R
000006254 Robertson Robert H
567903421 Smith Jack R
123456789 Thomason James T
167890432 Wilson Nathon H

To maintain a record, use UP and DN to select item, then press
- or - Press: to Add to Delete to Return to Menu
You may also select a record by spelling all or part of the last name
-------------------------------------------------------------------------------
Page 17

You will then be presented with the following form. At any point you may
abort your work by entering CTL ESC, or complete your entry by pressing
CTL ENTER. Otherwise, you will pass through each field with either the
DOWN or ENTER key. You may backup to the prior field with the UP or ESC
keys. The input is complete when you complete the last field (or press CTL
ENTER as described above).

-------------------------------------------------------------------------------

M E M B E R F I L E

Record will be Changed

MEMBER NO: 065636536 FAMILY NO: 0005 HEAD of HOUSEHOLD
HOME PHONE 000 000-0000
PERSONAL INFORMATION EMPLOYMENT INFORMATION

FIRST NAME: Fred MI:R EMPLOYER: Chesapeake Police
LAST NAME: Blakely OCCUPATION: Police Officer
BIRTHDAY: 1/12/44 WORK PHONE: 804 457-2346
ANNIVERSARY: 12/22/71
SPOUSE : Mary Blakely CONTRIBUTIONS

MEMBERSHIP INFORMATION PLEDGE AMT: 100.00
DATE JOINED: 8/23/60 YEAR TO DATE 21.00
MEMBER CODE: 00 (User Defined) QUARTER 1: 0.00
MARRIED? M S M W D 2: 21.00
SHUT-IN? N N Y 3: 0.00
ENVELOPE NO: 1232112323 4: 0.00



Input Data and Press - or - To cancel changes press
-------------------------------------------------------------------------------
PERIOD END ROLLOVER Page 18

At the end of the quarter, this program needs to be run to roll the quarter
code. Be sure all files are backed up prior to running this program. When
rolling from the 4th quarter, all Quarter-To-Date Totals will be cleared and
the transaction file will be purged. All needed reports should be printed
prior to executing this option, especially when leaving the 4th quarter.

--------------------------------------------------------------------------------
PERIOD END ROLL

WARNING - THIS PERIOD END ROLL WILL AUTOMATICALLY
ADVANCE TO THE NEXT QUARTER IN THE
CONTROL FILE, AND WHEN ADVANCING FROM
QUARTER 4 TO QUARTER 1, WILL PURGE THE
TRANSACTION FILE AND ZERO ALL CONTRIBUTION
DATA IN THE MEMBERSHIP FILE.

DO NOT PROCEED UNLESS YOU ARE BACKED UP!




OK TO PROCEED? Y Y N
--------------------------------------------------------------------------------
Page 19
INQUIRIES

Detail Donation Inquiry By Member

When this option is chosen, the following screen will appear.
Initially, the Member Table will appear. Select the member you wish to
view using the UP or DN arrow keys, or by entering all or part of the
member's name.

--------------------------------------------------------------------------------

Detail Donation Inquiry By Member

Member: 065636536 Blakely Greg H

Tran Date Fund Description Amount Reference

Enter All or Part Of Member's Last Name


MEMBER NO LAST NAME FIRST NAME MI

065636536 Blakely Greg H
000878676 James Jhon E
657654844 Kenny Chris D
286126476 Robertson Glen B
000524534 Robertson Henry R
000006254 Robertson Robert H
567903421 Smith Jack R
123456789 Thomason James T
167890432 Wilson Nathon H

1st Quarter Use UP and DN to Select Member and Press .
3rd Quarter 0.00


--------------------------------------------------------------------------------
Page 20
You will then be presented with the following screen to view.

--------------------------------------------------------------------------------


Detail Donation Inquiry By Member

Member: 065636536 Blakely Greg H

Tran Date Fund Description Amount Reference

12/17/89 0001 General Fund 3.00
12/17/89 0001 General Fund 5.00
12/17/89 0002 Homeless Children's Fund 2.00











Donation Summary For This Member
1st Quarter: 0.00 2nd Quarter: 10.00
3rd Quarter: 0.00 4th Quarter: 0.00 YTD Donations: 10.00


--------------------------------------------------------------------------------
Page 21
Detail Donation Inquiry By Fund

When this option is chosen, the following screen will appear.
Initially, the Fund Table will appear. Select the fund you wish to
view using the UP or DN arrow keys.

--------------------------------------------------------------------------------

Detail Donation Inquiry By Fund

Fund: 0000 Description: Homeless Children's Fund

Tran Member Date Time Posted by Transaction Reference
Date Number Posted Posted (User ID) Amount



FUND # DESCRIPTION

0001 General Fund
0002 Children's Fund
0003 United Way
0004 Sunday School Fund
0005 Supply Fund
Use UP and DN to select fund, then press .



Donation Summary For This Fund
1st Quarter: 4.00 2nd Quarter: 5.00
3rd Quarter: 0.00 4th Quarter: 0.00 YTD Donations: 9.00

--------------------------------------------------------------------------------
Page 22

You will then be presented with the following screen to view.

--------------------------------------------------------------------------------

Detail Donation Inquiry By Fund

Fund: 0001 Description: General Fund

Tran Member Date Time Posted by Transaction Reference
Date Number Posted Posted (User ID) Amount

12/15/89 000006254 12/15/89 0:02:31 WVT 1.00
12/15/89 000524534 12/15/89 0:02:33 WVT 4.00
12/15/89 000878676 12/15/89 0:02:34 WVT 1.00
12/15/89 000006254 12/15/89 0:30:11 WVT 4.00
12/15/89 000878676 12/15/89 0:30:12 WVT 6.00
12/17/89 000006254 12/17/89 8:33:20 WVT 3.00
12/17/89 000524534 12/17/89 8:33:21 WVT 10.00
12/17/89 065636536 12/17/89 8:47:22 WVT 3.00
12/17/89 065636536 12/17/89 13:11:43 WVT 5.00




Donation Summary For This Fund
1st Quarter: 6.00 2nd Quarter: 31.00
3rd Quarter: 0.00 4th Quarter: 0.00 YTD Donations: 37.00

--------------------------------------------------------------------------------
Page 23
REPORTS

Family File Listing

This report lists each Family that is set up in the file CHFAMILY.DAT.

--------------------------------------------------------------------------------
FAMILY FILE LISTING
December 24, 1989 ** Your Church Name Will Appear Here ** PAGE 1
================================================================================
FAM # MAILING ADDRESS PHONE NO VISITATION ROUTE
================================================================================
0001 Thomason, Frederick K. 804 123-5679 0001
4567 Berry Road, Apt 3B
Suffolk , VA 23321

0002 Wilson, George K 804 678-5323 0006
7805 Orange Blossom Rd Apt 121
Chesapeake , VA 23321

0003 Smith, Robert P. 804 673-4568 0001
4563 Lakewood Dr.
Norfolk , VA 23324
.
.
.
--------------------------------------------------------------------------------
Page 24

Membership File Listing

This report lists each member that is set up in the file CHMEMBER.DAT.

--------------------------------------------------------------------------------
MEMBERSHIP FILE LISTING
December 24, 1989 ** Your Church Name Will Appear Here ** PAGE 1
================================================================================
PERSONAL IMFORMATION MEMBERSHIP AND CONTRIBUTION IMFORMATION
================================================================================
Don H Robertson Family: Robertson, Charles P
MARRIED: S SHUT-IN: N DATE JOINED: 7/24/60
SPOUSE: MEMBER CODE: 00
DATE OF BIRTH: 12/23/68 ENVELOPE NO: 3466798331
HOME PHONE: 804 345-6743 PLEDGE AMT: 78.00
EMPLOYER: Dewey,Cheatem,& Howe *** CONTRIBUTIONS *** YTD: 14.00
OCCUPATION: Salesman QUARTER 1: 3.00 2: 11.00
WORK PHONE: 804 654-3322 3: 0.00 4: 0.00
.
.
.
Brenda J Robertson Family: Robertson, Charles P
MARRIED: M SHUT-IN: N DATE JOINED: 1/24/56
SPOUSE: Charles MEMBER CODE: 00
DATE OF BIRTH: 1/23/56 ENVELOPE NO: 8712343544
HOME PHONE: 804 345-6743 PLEDGE AMT: 600.00
EMPLOYER: Temp Services *** CONTRIBUTIONS *** YTD: 15.00
OCCUPATION: Secretary QUARTER 1: 4.00 2: 11.00
WORK PHONE: 805 626-6642 3: 0.00 4: 0.00
--------------------------------------------------------------------------------
Page 25
Member Alphabetical Listing

This report provides basic membership information in alphabetical order by
last name.

--------------------------------------------------------------------------------
MEMBERSHIP ALPHABETICAL LISTING
December 16, 1989 ** Your Church Name Will Appear Here ** Page 1
================================================================================
MEMBER NO FAMILY LAST NAME FIRST NAME MI TELEPHONE
================================================================================
065636536 0005 Blakely Greg H 804 452-7689
000878676 0007 James John E 805 456-1238
657654844 0006 Kenny Chris D 804 456-7893
286126476 0004 Robertson Glen B 804 345-6743
000524534 0004 Robertson Henry R 804 345-6743
000006254 0004 Robertson Robertson H 804 345-6743
567903421 0003 Smith Jack R 804 673-4568
123456789 0001 Thomason James T 804 123-5679
167890432 0002 Wilson Nathan H 804 678-5323
--------------------------------------------------------------------------------
Page 26

Funds Listing

This report will list all fund categories set up in the funds file.

--------------------------------------------------------------------------------
FUNDS LISTING
December 16, 1989 ** Your Church Name Will Appear Here ** PAGE 1
================================================================================
FUND NO Description Donations: 1st Quarter 2nd Quarter
3rd Quarter 4th Quarter
================================================================================
0001 General Fund 6.00 10.00
Total Year To Date Contribution: 16.00 0.00 0.00

0002 Homeless Children's Fund 4.00 3.00
Total Year To Date Contribution: 7.00 0.00 0.00

0003 United Way 5.00 2.00
Total Year To Date Contribution: 7.00 0.00 0.00

0004 Sunday School Fund 0.00 0.00
Total Year To Date Contribution: 0.00 0.00 0.00

0005 Supply Fund 0.00 8.00
Total Year To Date Contribution: 8.00 0.00 0.00


GRAND TOTALS: 15.00 23.00
TOTAL YTD CONTRIBUTIONS: 38.00 0.00 0.00

--------------------------------------------------------------------------------
Page 27
Donation Activity Report By Member

This report shows all donations by member for the current year.

--------------------------------------------------------------------------------
DONATION ACTIVITY REPORT BY MEMBER
December 16, 1989 ** Your Church Name Will Appear Here ** Page 1
================================================================================
TRANS DATE FUND NO DESCRIPTION USER AMOUNT
================================================================================
********** 000006254 Robert H Robertson **********
12/15/89 0001 General Fund WVT 1.00
12/15/89 0001 General Fund WVT 4.00
12/15/89 0002 Homeless Children's Fund WVT 2.00
12/15/89 0002 Homeless Children's Fund WVT 3.00
Total: 10.00

********** 000524534 Henry R Robertson **********
12/15/89 0001 General Fund WVT 4.00
12/15/89 0003 United Way WVT 2.00
Total: 6.00

********** 000878676 John E James **********
12/15/89 0001 General Fund WVT 1.00
12/15/89 0001 General Fund WVT 6.00
12/15/89 0002 Homeless Children's Fund WVT 2.00
12/15/89 0003 United Way WVT 5.00
Total: 14.00

********** 657654844 Chris D Kenny **********
12/15/89 0005 Supply Fund dfd 8.00
Total: 8.00



GRAND TOTAL: 38.00
--------------------------------------------------------------------------------
Page 28
Donation Activity Report By Fund

This report shows all donations by fund for the current year. It is an
excellent log of donations received and includes the date and time the
transaction entered the system as well as the user ID of the person entering
the transaction. This report should be run at the end of each quarter, prior
to performing the Period End Rollover. It is especially important that this
report be run prior to rolling from Period 4 to Period 1 as this information
is purged by the system at that time.

--------------------------------------------------------------------------------
DONATION ACTIVITY REPORT BY FUND
December 26, 1989 ** Your Church Name Will Appear Here ** PAGE 1
================================================================================
TRAN MEMBER USER DATE TIME AMOUNT REFERENCE
DATE NUMBER POSTED POSTED (IN DOLLARS)
================================================================================
Fund Number 0000 General Fund
12/15/89 000006254 WVT 12/15/89 0:02:31 1.00
12/15/89 000524534 WVT 12/15/89 0:02:33 4.00
12/15/89 000878676 WVT 12/15/89 0:02:34 1.00
12/15/89 000006254 WVT 12/15/89 0:30:11 4.00
12/15/89 000878676 WVT 12/15/89 0:30:12 6.00
12/17/89 000006254 WVT 12/17/89 8:33:20 3.00
12/17/89 000524534 WVT 12/17/89 8:33:21 10.00
12/17/89 065636536 WVT 12/17/89 8:47:22 3.00
12/17/89 065636536 WVT 12/17/89 13:11:43 5.00
12/21/89 167890432 WVT 12/21/89 11:41:12 1.00
12/23/89 065636536 WVT 12/23/89 5:46:52 2.00
12/23/89 065636536 WVT 12/23/89 5:46:52 1.00
12/24/89 065636536 DWT 12/24/89 14:37:10 5.00

Total For Fund Number 0002 46.00

Fund Number 0000 Children's Fund
12/15/89 000006254 WVT 12/15/89 0:02:32 2.00
12/15/89 000878676 WVT 12/15/89 0:02:34 2.00
12/15/89 000006254 WVT 12/15/89 0:30:11 3.00
12/17/89 000006254 WVT 12/17/89 8:33:20 1.00
12/17/89 000524534 WVT 12/17/89 8:33:21 -1.00 Correction
12/17/89 065636536 WVT 12/17/89 13:11:44 2.00
12/23/89 065636536 WVT 12/23/89 5:46:51 3.00

Total For Fund Number 0003 12.00

Fund Number 0000 United Way
12/15/89 000878676 WVT 12/15/89 0:02:33 5.00
12/15/89 000524534 WVT 12/15/89 0:30:12 2.00

Total For Fund Number 0005 7.00
.
.
.

GRAND TOTAL 78.00



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Page 29
Quarterly Donation Report by Member

This is a quarterly statement appropriate for sending to the member. You may
have this program modified to print on your custom form at a very reasonable
rate.

--------------------------------------------------------------------------------

Don H Robertson ** Contributions ** YTD: 14.00
6784 Volvo Parkway Quarter 1: 3.00 2: 11.00
Chesapeake , VA 23322 3: 0.00 4: 0.00

-------------------------------------------------------------------------------

Brenda J Robertson ** Contributions ** YTD: 15.00
6784 Volvo Parkway Quarter 1: 4.00 2: 11.00
Chesapeake , VA 23322 3: 0.00 4: 0.00

--------------------------------------------------------------------------------
Page 30
III. FILE LAYOUTS


The layouts of all files are given below. The purpose of most fields is
obvious, but explanations are given when appropriate.

FILE: CHCNTRL.DAT (The Church Control File)

This file is furnished with the software. It must reside in the directory
when you run the program. All other files can be created the first time you
run.

NAME
ADDRESS1
ADDRESS2
CITY
STATE
ZIP CODE
PASTOR
QUARTER CODE
PASSWORD1 Password required by all (Default is SPACES)
PASSWORD2 Password required to Post Donations and maintain
this file

NOTE: Passwords are currently set to spaces. If you change them, be sure
and record the values.



FILE: CHFUNDS.DAT (The funds description file)

This file contains a description of each fund in your church. This file
should be set up after maintaining the CHCNTRL file and must contain at
least one fund.

FUND NO Unique Key
DESCRIPTION
YTD CONTRIBUTIONS
CONTRIBUTION 1 First quarter contribution amount
CONTRIBUTION 2 Second quarter contribution amount
CONTRIBUTION 3 Third quarter contribution amount
CONTRIBUTION 4 Fourth quarter contribution amount
Page 31
FILE: CHFAMILY (The Family File)

This file must contain one record for each family or household that belongs
to your church. It must be set up before CHMEMBER (The membership file)
is built.

FAMILY NO Unique Key
FAMILY NAME This should be in the format Last, First, MI
for the head of the household. Individual
family members must be set up in the member
file and may have a different last name.
ADDRESS Should include: Street Address
City, State Zip Code
PHONE
ROUTE NO Visitation Route Number (May store number
in this field, will have expanded use in
next release

FILE: CHMEMBER.DAT (The individual member file)

This file must contain one record for each member you wish to track. The
family file CHFAMILY must be built first.

MEMBER NO Unique Key
FAMILY NO Must exist in CHFAMILY
LAST NAME Does not have to be the same as
FAMILY NAME
FIRST NAME
MIDDLE INIT
BIRTHDATE
WEDDING ANNIVERSARY
MARRIAGE CODE M-Married S-Single D-Divoiced W-Widowed
SHUTIN CODE N-Not a Shutin Y-Yes, a shut-in
MEMBER CODE User definable, (EX: 1 - Regular Member,
2 - Out of town, 3- Guest)
DATE JOINED
NAME OF SPOUSE
NAME OF EMPLOYER
OCCUPATION
WORK PHONE
ENVELOPE NUMBER For churches with preassigned envelope
numbers, may be able to post donations
by this number in future releases if
there is enough demand.
PLEDGE AMOUNT
YTD CONTRIBUTIONS
CONTRIBUTION 1 First quarter contribution amount
CONTRIBUTION 2 Second quarter contribution amount
CONTRIBUTION 3 Third quarter contribution amount
CONTRIBUTION 4 Fourth quarter contribution amount

Page 32

FILE: CHWORK.DAT (The donation entry work file)

This file will contain one record for each transaction you enter. It will be
"Cleaned Out" when the Batch is updated.

TRANSACTION DATE
FUND NO
USER ID (Automaticly stores input operator's initials)
AMOUNT OF DONATION
REFERENCE Comment or note concerning transaction
(i.e. Correction, Check, Cash, etc.)


FILE: CHTRANS (The Yearly donation transaction file)

This file will contain one record for each transaction. At the end of
a posting batch, the transactions in CHWORK are automatically updated into
this file. At the end of the year (whenever you perform period close from
quarter four to quarter one) this file is automatically purged.
If you wish to save the data, back it up before running period end.

TRANSACTION DATE
FUND NO
USER ID (Automaticly stores input operators initials)
AMOUNT OF DONATION
REFERENCE
DATE OF UPDATE
TIME OF UPDATE



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