Email 1 | Common Accounting Software Effort to be Launched

Common Accounting Software Effort to be Launched

Emailed 4/26/23

The Archdiocese of Milwaukee is excited to announce it will begin efforts to select a common accounting software. During the 2014 Synod, a key outcome regarding leadership was to reduce the administrative effort required of pastors/administrators/parish directors and their staffs. It is more important than ever to help our parishes find ways to reduce the time spent performing routine accounting functions. Significant enhancements are now available in accounting software to more efficiently complete routine accounting tasks as well as upgraded tools to aid in financial decision making.

This initiative will consist of two phases. First, a collaborative team of business managers from various parishes, including single and multi-parish, those with schools and without, those larger in size and smaller in size as well as rural and urban will be formed.  They will meet to recommend an updated accounting structure, which is the coding system used to record financial transactions. This includes the chart of accounts along with the account type, fund, and program. This group will review current parish needs and anticipated future needs, ensuring these requirements are incorporated into the updated accounting structure.

A second collaborative team of business managers with varied demographics like the first team will gather to review various accounting software packages. This team will be responsible for determining software functionality requirements as well as those functions which are nice to have. The team will meet with multiple software vendors to view demonstrations and make their recommendation on the accounting software that best meets the needs of parishes.

Anne Levendoski will be leading this initiative. The Archdiocese will be hiring an individual to manage the common accounting software. These individuals will work closely with these two teams.

For more information, visit www.archmil.org/commonsoftware. You may also contact Anne Levendoski at 414-769-3346 or levendoskia@archmil.org.

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