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Worksheet

SHG books-to-software map

Go through this map with your bookkeeper, matching each paper register to the software entry that replaces it, so nothing a bank or federation asks for is dropped.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Self Help Group’s Savings and Loans”, www.gullysystem.com/blog/how-to-automate-shg-savings-and-loan-records