An excellent guide

Published on: 10 January 2023

I became Treasurer at Erpingham in 2012. As I have no accountancy training I was relieved to find the Parish Accounts Template, now the Parish Accounts Workbook. I have used it ever since and could not function without it.

For me the main benefits of using the Workbook are these.

  • The comfort of knowing that I am recording transactions in a format recommended by the Diocese.
  • Although there are some aspects of the Workbook that are necessarily fixed, there is enough flexibility to suit our circumstances.
  • Being able to easily make entries into different funds within our current bank account, eg the General Fund and then several Restricted Funds.
  • The summary reports that can be produced for reporting to the PCC.
  • The ability to produce a budget or simply compare the current year with the previous year.
  • The filters allow rapid searching for information on past transactions – so much quicker than searching through paper files.
  • The automatic production of Financial Statements at the end of the year in matrix format.
  • All the information needed to complete the Return of Parish Finance, so avoiding lengthy calculations.
  • The Year End routine which automatically sets the Workbook up for the next year, this saves hours of work and ensures accuracy.
  • Giving an electronic copy to the Independent Examiner makes their job easier.

James South has continued to develop the Workbook and it is now even better than ever. There is an excellent Guide and James is available to help with any problems that arise.

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