Worksheet

Sheet or software scorecard

A worksheet with seven rows, one each for receipts, group balances, chit auctions, overdue report, month-end close, access control and audit trail. Four columns follow: how it works today in the sheet, minutes taken, errors found last quarter, and software need rated low, medium or high. The final line totals the highs. Fill it in with whoever closes your books.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Spreadsheet or loan software for a small chit or microfinance book”, www.gullysystem.com/blog/spreadsheet-or-loan-software-for-a-small-chit-or-microfinance-book