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.
| Item | Who owns it | Where it is kept today | What 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