Filing church records

I need to know from church secretaries what filing system they use to file church correspondence, financial records, personnel records, etc. or can they recommend a website that would be helpful.


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Comments for Filing church records

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Dec 27, 2010
Financial Filing System
by: Diana

I use a very simple and easy system. Since, I use QuickBooks Online, if I am looking for a particular item, I can locate it and go directly to the manual file if need be.

I set my hanging files: Jan - Dec. The month tab is on the first hanging file along with a tab for Bank, next files in this order: Receivables, Payables, Reports, Other.

The manilla folders are labeled, i.e., Name of Church, January 2010 - Financials - Receivables. Each manilla file to be inserted into assigned hanging file. Takes little space this way.

The same is done for each category.

Payables: If I am writing a check, I separate the bottom of the check used in QuickBooks, attach it to a second copy printed from QuickBooks for the file and attach the receipts to it, it keeps the receipts in place neatly.

I hope this helps.

Feb 17, 2013
Sandi
by: Anonymous

We have a small church (average 45 people) I have set up our files this way, but it depends on the size of your church as you may need more or less folders...
Church correspondence: folder by year (hanging) then month (manila)

Financial records:
year (cardboard thing) then by month (hanging) with the month folder having 3 folders:
1)Checks written folder (manila)-each check written has a disbursement form and filed in numeric order.
2)Bank statement and report folder (manila)-bank statements with balance sheet and reconcile also other reports run for council for the month
3)Offering folder (manila) these have the weekly donations with the envelope #'s only. The master with the names is kept in a separate file.

Personal records: by name (hanging) then year(manila)

Prayers

Mar 03, 2014
Organizing
by: Anonymous

How long do we need to keep bank statements , paid bills , ETC ?

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