QUICKBOOK
TRAINING, September 2017
Introduction
CRS Uganda is
implementing a five-year USAID funded program that will serve 625,000 orphans
and vulnerable children and 101,500 families in 17 districts in Western and
Central Uganda over five years. This program is the Sustainable
Outcomes for
Children and Youth in Central and Western Uganda (SOCY).
CRS leads a
consortium that includes key local implementing partners, Action for Community
Development (ACODEV), African Network for Prevention and Protection against
Child Abuse and Neglect (ANPPCAN), and TPO Uganda. International implementing
and resource partners include Palladium, the Institute of Reproductive Health
(IRH), Center for Creative Leadership (CCL) and Living Goods. In addition to
working with the implementing partners, CRS has sub granted to local Community
Support Organizations (CSOs) – 11#, to ensure focused delivery of services to
the project beneficiaries tailored to the community needs and set up.
During
implementation of the project, it has been noted that the partners have had
challenges with management of records especially financial information. In
order to enhance financial management – secure information management, reviews,
reporting and analysis CRS recommended the use of accounting software – Quick
Books, for the partners who are financially constrained and not able to invest
resources in this regard. CRS procured Quick Books licenses for the partners
and prior to distributing the licenses, would like to provide a training to the
partners staff and Grants team on the use of the accounting package.
Description
of work
Under this scope of
work, CRs will outsource a competent and experienced firm to conduct a 5-days
training to the CRS/SOCY Grants team and finance staff from the partner
organizations to improve the accounting systems and Accountability through
secure storage and automated retrieval of financial data and extraction of
required reports.
At the end of the
training, it is expected that the participants should be able to;
· Have a general
over view of Quick Books accounting software key features and how it operates.
· Set up and
incorporate the chart of accounts into the Quick Books using both partner and
donor codes so that reports can be extracted automatically
· Input budgets and
how to make budget amendments.
· Make journal
entries into the system and how entries can be reviewed to ensure accuracy.
· Generate different
reports like cashbooks, trial balance, income and expenditure statement, and
balance sheet, receivables and payables status sub ledgers to facilitate
reporting and analysis.
· Carry out bank
reconciliation within Quick Books.
· Attain
multi-currency financial data input and retrieval.
· Manage fixed
assets register in the Quick Books.
· Produce a
consolidated report for different project into one report.
· Understand the
best practice recommended system internal controls and access rights while
operating in QuickBooks.
· Handle online
sharing of the system.
· Practice usage of
the software and be able to produce reports
Duration
& Venue of the training:
We expect the
training to be delivered to approximately forty (40#) participants over 3-days,
for approximately 7-hours each day. The duration should be during the week of
September 11 – 15, 2017 at a location to be identified.
The topics for
training shall include, but not limited to:
· Setting up charts
of accounts,
· Creating vendors
and customers,
- Posting
journal entries/posting data in Quick Books - Posting
in multi-currency - Preparing
the bank reconciliation - Preparing
the payroll in Quick Books - Preparing
the inventory/fixed asset register - Generating
reports from Quick Books - Uploading
budgets, forecasts and cash flow projections, - Merging
data for different projects to produce consolidated reports - Coding
of multi projects and bank accounts in order to differentiate them in
quick books
DISCLAIMER
CLAUSE:
This job description
is not an exhaustive list of skills, effort, duties and responsibilities
associated with the position. CRS’
recruitment and selection procedures reflect our commitment to protecting
children and vulnerable adults from abuse and exploitation. “I understand that
CRS takes all allegations of abuse and exploitation seriously. Abuse or
exploitation of children or vulnerable adults is grounds for immediate
dismissal.” NOTE: Please submit response to ug_recruitment@crs.org
Deadline for submitting applications is September
8th, 2017, at 5:00pm.
CVs shall be
reviewed on a rolling basis
ONLY
SELECTED CANDIDATES THAT MEET THE REQUIREMENTS WILL BE NOTIFIED. EOE/M/F/D/V
