Financial Report System Has Gone Live

Updated – 08/22/2019 (New Link attachments)

The Financial Reporting System has gone live as of 08/03/19. Instructions and guidance can be found at elks.org under audit committee section. The first step is to do the needed mapping of your lodges general ledger account numbers to the Grand Lodge uniform chart of account numbers. Going forward from there will be the submission of the budget data and then submission of the monthly activity.

At the August DDGER Clinics there will be seminars on haw to do each of the steps and questions will be answered. One item which is of vital importance is that the lodge personnel who is going to responsible for submission of the data must have had their name, phone number and email address submitted to me through the DDGER. The data submission will be done by email and the vendor will verify the submission as coming from a registered email address.

I am attaching some written instructions on how to produce the data submission using QuickBooks. Those using other financial systems will probably need to talk with my self about producing the needed data files.

All questions maybe directed to me. Use preferably email because we both have a written record of the question and answer. (Email address and office phone can be found in the member’s only section.)

Jack Frost

Comments are closed.