INTERNAL AUDIT
Newsletters, Templates & Samples
General Operations
Parish & School Fundraising
- Computer Safeguards
- Auxiliary Organizations
- General Cash Receipts
- Capital Expense Approval Process
- Trustee Meeting Minutes Template
- NYS Unclaimed Funds
- FDIC, NCUA, SIPC Limits
- General Bank Confirmation for Parish Utilization (non-audit)
- Parish Bookkeeping Basics – Secondary Worship Sites
- School Security
- Procedures for Vicariate Billing to Families of Parishes & Family of Parishes, Billing to Individual Parishes
- General & Before Event
- During Event
- After Event
- Allowable Raffles – w/Football Squares update
- Fundraising Report (xls)
- Cash Count Tally Sheet
- Family Fundraiser
- Family Fundraiser Template (xls)
- Electronic Payment for Raffles
- Ticket Requirements Sample
- Games of Chance – Sweepstakes
- **NEW** Internet Raffle Approved Vendors and Information
PDS Ledger
Offertory and Cash Receipts
- Adding an Account to PDS Ledger
- PDS Ledger Fix Data Discrepancies – Income Source and Vendor Totals Fix
- PDS Ledger – Automatic Distribution
- PDS Ledger Out of Balance Warning
- SJIF CVA Asset and Liability Setup
- Departmental Accounting Setup Guide
- Calendar Year-End Procedures
- PDS Ledger Operations and Reference Manual
- DioView AutoSync Setup
- More PDS Ledger Assistance Available on Computer Services Page
Mileage and Other Reimbursements
Mass Offerings
Payroll and Tax Information
Internal Audit
Assesses internal controls for parishes and diocesan departments and provides support for parish bookkeepers and business managers to ensure compliance with diocesan policies and procedures, as well as local, state, and federal laws.
