Requests, receipts and outstanding balances from parish level up to archdeaconry, with monthly snapshots and prior-year comparison — and a live statement any treasurer can check themselves, ending the “can you send me a statement?” phone calls.
One ledger, one statement, one import — instead of a mailbox full of spreadsheets that almost agree.
Requests, receipts and outstanding balances by parish, benefice, deanery and archdeaconry — with monthly snapshots and prior-year comparison, so February’s question about January has an answer.
A live Parish Share drill-down any treasurer can check in the Parish Portal — and a public-view option for parishes that want the figures on display. The statement phone calls stop.
Return of Parish Finance data arrives through import, preview and validation — checked before it lands, never typed in twice. How that works →
Giving, spending, trusts and the Charity Commission — tracked in the same system as the people and parishes they belong to.
Declarations and small-donations claims recorded against the donor — makeable and withdrawable by treasurers through the portal.
Categories, receipts and approval status for clergy, staff and volunteers — parish side and staff side, in one flow.
Invoices and POs with line items, linked to the projects and properties they pay for.
Trust records, holdings and transactions — the corner of diocesan finance that usually lives in one person’s filing cabinet.
Charity registration records matched and synced automatically — registration numbers and statuses stay current without anyone checking the register by hand.
Projection models for the DBF — scenarios the board can interrogate, not inherit. See forecasting & scenarios →
Quarterly fee returns per parish with the DBF and PCC shares split per fee row, assigned-fee elections recorded, and sequestration accounts kept through a vacancy. Overdue returns are a list, not a memory. Statutory compliance →
The annual fee table and the split between DBF and PCC are diocesan settings, not hard-coded assumptions — and until yours are entered the platform reports the split as unknown rather than guessing a figure that would make the returns look reconciled.
A representative scenario, not tied to one client — the pattern most diocesan finance teams will recognise.
The diocesan position, and the parish share picture underneath it.
Most of the correspondence a share cycle generates exists only because the parish cannot see the figure.
PCC treasurers and churchwardens log in to the parish portal and see what was requested for the year, what has been received, what is outstanding and the payment history behind it.
No quarterly statement to post and no “could you confirm what you have us down for” email. When a parish queries a number, both sides are looking at the same screen.
Because it is the same record, there is no gap between the parish’s figure and the diocese’s. See the Parish Portal →
A Parish Share figure is only useful if the treasurer, the archdeacon and the DBF are all looking at the same one.— Read more: Parish share and parish returns without re-keying