Software recommendation needed – receipt tracking for a small-ish church.

Title: Streamlining Receipt Tracking for Small Churches: Affordable Solutions

Managing finances in a small church can be a daunting task, particularly when it comes to tracking expenses. One church community is seeking a more efficient and cost-effective way to handle receipt tracking for their payroll employees, who number between five and ten. Currently, they rely on a cumbersome manual process involving a single master credit account linked to Chase’s Ink for Business card. At the end of each month, employees log into their accounts, compile a worksheet detailing their expenses, and attach printed receipts for review by the Accounting staff. This paper-based method not only consumes considerable time but also raises concerns about keeping the process transparent and secure against potential fraud.

To update this process, the church is exploring digital solutions that could integrate with their existing systems. Ideally, they envision a tool that allows employees to effortlessly upload receipts directly from their mobile phones, similar to the functionalities offered by American Express cards.

Currently, the church uses QuickBooks Online Plus for their Accounting needs; however, it does not link to their credit cards—only to their bank accounts. While QuickBooks could offer a streamlined approach to expense reporting, it presents some limitations, such as user restrictions. With the Plus plan accommodating only three users, they would need to determine if they can create accounts that allow employees to add receipts without full access to sensitive financial data.

As this church looks to innovate their financial tracking systems, they are eager for recommendations on cost-effective, user-friendly software options. If you have experience with expense tracking solutions that cater to small organizations and can provide seamless receipt management, please share your insights. Together, we can help make Accounting easier and more efficient for small churches striving to maintain transparency while managing their finances.