Parish Accounts Template - Version 2.3
UPDATE 28th February 2012 - Based on user feedback, we have produced a final update. This addresses a critical adjustment that was required to the macro settings and the transfers tab.
Please can you replace version 2, 2.1 and 2.2 copies with this version, you can simply copy and paste (not paste special) the data in the receipts and payments tab from one workbook to the other.
If you are using Microsoft Office 2010, please ensure that when you save the file, you save it is a Macro Enabled Workbook (the file type is .xlsm) otherwise the macro's will not work.
The Parish Accounts Template is a free resource available to treasurers which enables them to prepare their receipts and payment accounts.
Functions within the template include:
- Receipts and payment summaries
- The ability to maintain multiple bank accounts and transfers made between them
- Bank reconciliation
- Ad-hoc account summaries (if you wish to provide a snapshot for a given period)
- Automatic completion of the Return of Parish Finance form which is required by the Church Commissioners
There are two spreadsheets which can be downloaded. One which is compatible with Microsoft Office/Excel version 2003 onwards and also a version which is compatible with IBM Lotus Symphony, which is free office software which can be downloaded from the internet.
Download
In order for the Lotus Symphony version to work, you will need to download and install IBM Lotus Symphony on your computer, to do this click here. There is a guide below to walk you through the downloading process.
Published on: 29/02/2012
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