Customizable Security

• The security of the information entrusted to you is as important as the quality of the database. With Ledger, you have the peace of mind of choosing who has access to each specific part of your data.

User-Defined Chart of Accounts

• Organize your data the way you need to keep track of it. With PDS Ledger, it’s simple to keep track of your church’s accounting
  records:
  • General Information – Record basic account information and assign types to each account, such as asset, liability, income, or expense.
  • Actuals – Keep track of up to eight years of cash-basis or accrual-basis account balances.
  • Budget – Maintain an easy listing of monthly, quarterly, or yearly budget information for income and expense accounts.
  • Comparatives – Compare the actuals or budget amounts of each account to amounts from past years.
  • Transaction History – Keep excellent records of the transactions associated with each account.
  • Import Data – Use the Import Data from Payroll Company feature to save time entering your payroll details when using IOI, PayChoice, or Paycor. Import contribution information directly from PDS Church Office™, Formation Office™, and School Office™.
  • Automatic Distribution – Specify rules for transactions to be divided among several accounts automatically.
  • Check Numbers – Assign sequential check numbers automatically.

Meets IRS and FASB Regulations

• PDS is regularly updated to conform with IRS and FASB regulations, so you can rest assured that you are meeting all current federal requirements.

Processes Tailored for Speed and Precision

• Connect important documents with transactions, vendors, income sources, fixed assets, and employees.
• Set alerts that will warn you if there is not enough cash available for selected checks.
• Enter invoices and print checks from your computer.
• Use the reprint check option for added convenience.
• Zoom in on listing screens for a larger view and easier reference.
• Create a personalized favorites menu with your most commonly used links.
• Easily locate data with color-coded Actuals and Budget tabs in Chart of Accounts.
• Quickly get help in field selections with the on-screen assistant or with the Online Wiki-based Help System.
• Quickly file state and federal tax forms online with PDS Tax E-File™, an optional service available within your PDS software.

Powerful Reporting

• Choose from dozens of pre-defined reports to generate lists and comparisons for analysis.
• Design your own reports to meet your organization’s specific needs.
• Use Easy Reports to simply select the fields you want to print.
• Export reports to Microsoft® Excel® spreadsheets.
• Graph actual or budget totals for any account.
• Print Statement of Financial Position and Statement of Activity reports to quickly see your financial position.

Compatible with Other PDS Solutions

• Extract contribution totals from PDS Church Office™, Formation Office™, and School Office™ without having to log into these programs.
• If your diocese uses PDS DioView™, you can upload your financial data to your diocese automatically over the Internet, making reporting as simple as a click of the mouse.
• Take the hassle out of managing your office's payroll with the optional integrated PDS Ledger/Payroll™ program. This payroll program enables you to quickly prepare payroll for salaried, hourly, exempt, and contract employees.

• Quickly and securely file tax forms online. Use PDS Tax E-file™ to file all of your W-2s and 1099s electronically to government agencies and have individual forms printed and mailed out to recipients for you, all for one low price through a secure web service.
• Save time and money.  Order laser checks, check envelopes, scanners, statements, and more from PDS Forms & Supplies, all  conveniently available and guaranteed compatible with your PDS software.
• Connect with your members online. PDS Connects™ is a Web-based companion to your church database, giving your members and staff  access to vital information over the Internet.
• CASS certify mailing addresses on your own schedule over the Internet with PDS CASS It!™, an optional add-on feature to the PDS Office programs.
• Get anytime, anywhere access to all your data. PDS OnDemand™ is a flexible and secure hosted solution that enables you to use all of your PDS desktop software whenever and wherever you need to.
  
   

All PDS software solutions come with comprehensive support and training options, including:

• FREE 90-day enrollment into our Preferred Client Program, which provides unlimited telephone and email support, 24/7 access to the  Online Knowledge Base, free software upgrades, plus much more.
• Comprehensive, context-sensitive Help documents accessible with F1 Key.
• Access to a variety of training formats including self-paced online videos, customized training online or at your facility, and an annual conference.