I am working on developing a workshop for those people who prepare annual accounts for parishes and synods for Tier 3 and 4. This will be most parishes.
I need some help from you.
When you receive the annual statistics pack (for Methodist Parishes), there is a form called “FINANCIAL STATISTICS – CODE GUIDE”, form S3ii. This helps people map account descriptions to the M4 form, which has your profit and loss and balance sheet. This is to provide some consistency of coding between parishes.
I am looking at doing a similar exercise for the new Tier 3 and 4 simple format reporting, that is, provide a list of account descriptions that you would find in your chart of accounts and map them to specific lines in the new simple format reporting template. I am hoping this will help people get the numbers into the right areas on the template and also provide consistency when preparing the annual accounts.
I have taken what I have and know and put them into a spreadsheet, which I have attached. One TAB on the spreadsheet is for revenue (income) and the other TAB is for expenses. There are duplicates and I know this but for me it is getting a list of descriptors that people use and understand and then map them to a line in the template that I will provide later. Having more is better than having less at the moment.
If you think I have missed anything then add them to the bottom of the list and send them back to me by the 14 November 2014 please.
The colour used is only for me to see what was already on the list and what you have added, no more than that. The lists are in alphabetic order.
If you get this more than once it’s because you are on more than one of my lists.
Thanks for your help.
To download the spreadsheet, click on the link below.