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Church Financial Management Software Safeguards

Graphic of a computer screen with a spreadsheet and chart

In setting up church financial management software, it’s important to provide safeguards to prevent tampering with the electronic records:

  • Have one person with administrator rights who assigns access levels to the users. The administrator should not be allowed to handle collections or deposits, nor sign checks, nor maintain the financial records or reports.    

  • Another person (usually an officer of the board who is not the treasurer) determines who gets what access levels in the software, depending on their roles and duties. This information should be given to the administrator in writing and records kept of all users with levels of access and effective dates.

  • No user should be given the right to modify or delete a previously posted transaction.

About the Author

UUA Ministries and Faith Development: Office of Church Staff Finances

The UUA Office of Church Staff Finances states its own mission as follows: Guided by the values of our faith, we equip congregations for excellence as employers and their staff for financial competence and well-being. Information, services, and programs are provided to congregational leaders and...

For more information contact ocsf@uua.org.