Church Fund Management
System(CFMS)
USER GUIDE
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About CFMS App
Church Fund Management System is an East Central Division
initiative with the main objective of digitalizing the funds
collection process at the local church level. The main mission
is to make easy for both the local church Treasury, volunteers
and the members of the church to achieve transparent fund
collection.
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Local Church Implementation
1. The Local Church Treasurers, Pastors and Church Elders need to
attend Training By Conference
2. Registration(*392#->1. Registration) Of Treasurers, Pastors,
Elders and Clerks adding of Accounts(Equity Bank)
3. All the above to be given logins from the conference
4. Local Church ,If the treasurers do not have Android phones, to
budget and buy one Android phone for the church
5. The Treasurer and the Pastor Must lead the church on how to give
through USSD, how to download and register On the Android App
and how to give offerings from Android App.
Local Church Implementation Cont..
6. The conference to provide fliers with guides on how to use USSD and Android app for Local
Church Members(Optional if the treasurers and the pastors Understand What should be done)
The following must be as instructions to members Of the Church:
• Encouragement not to bring money on envelopes but to put them on
the M-Pesa and Use CFMS
• If one brings money on envelope they must write their full names
and phone number on the same and they must be asked to dial
USSD to register on CFMS before dropping the envelop
• The age of written receipt has come to and end with CFMS and the
envelops will soon be phased out
7. The Treasurer To receipt with CFMS Android App all the brought envelops, reconcile and
deposit the cash on M-Pesa then transfer the same funds on the Android to the Conference.
8. The Treasurers to Create a WhatsApp Group which they will communicate with Each other
and the conference On the challenges being phased by their Church Members, The Treasurers
Themselves, The conference Support and Pastors
REGISTRATION THROUGH USSD
Step 1 Dial *392# Step 5 Select Who to
Register
Select option 1
Step 2 Step 6 Select Your Group
to Register
Step 3 Enter your Church Step 7 Enter your Name
Code
Step 4 Confirm Your Church
Step 8 Confirm your Details
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GIVING THROUGH USSD
Step 1 Dial *392# Step 5 Enter Amount
Step 2 Select Church Type Step 6 Confirm
Confirm the Total
Step 3 Select Who to Give for Step 7
Amount
Step 4 Select fund Type Step 8 Enter your Mobile
Money Pin
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Registration
User Registration is the initial step necessary for any new user. To register, a user is required to verify their
mobile number through the use of a One-Time Password delivered from SDA_CFMS via SMS.
After validation, the user is prompted to enter their Church Code, which can be retrieved from church personnel,
and after confirmation of the code they are able to enter their details and set a PIN.
If a user was already registered to a church but has never used the CFMS application, they will be unable to
modify some information that was already registered to them.
A user can transfer their membership to a different church through USSD and the app will update automatically
to reflect this.
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LOGIN
If a user already has an account, they can proceed to the Login page and use their mobile numbers
and pin to login. If a user cannot remember their PIN or has been locked out due to several incorrect
PIN entries, they can reset their pin on the Forgot Pin page. After reset, they should now be able to
login.
If a message says “Account is Locked”, the user should Reset the pin.
If a message says “User Pin is not Registered. Account is Locked”, the user should go through
Registration.
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REGISTRATION BY PERSONNEL
If a user is having trouble registering themselves, they are encouraged to
contact local church personnel who should be able to register them once
logged in as Personnel on the app, using the Registration of Others option.
Registration of others by Personnel is also available through USSD and the
Desktop Application.
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GIVING OFFERINGS
The first option available to users
on the landing page is Offerings.
This option allows users to
contribute and give to funds
registered by churches under the
CFMS.
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GIVING OFFERINGS
Home Church
A Home Church refers to the church the user is
currently registered in. If checked, the user will be
prompted to confirm their home church before
proceeding to other available options.
Host Church
A Host Church refers to the church the user is
currently giving to other than their home church i.e If
a user is a visitor in a church. The user will be required
to enter and confirm the Host Church Code before
proceeding to other available options.
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GIVING OFFERINGS
Giving for Self
This option is for users contributing for themselves
within the system i.e. A user contributing towards his
Tithe. Additional confirmation is not required.
Giving for Others
This option is for users contributing for other Entities.
An Entity refers to a other Member, a Group, an
Institution, a Family or a Department. To
contribute towards these, a user is required to provide
the Entity ID(CFMS Number) Or the Associated
Phone Number and confirm the name before
proceeding to other available options.
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GIVING OFFERINGS
Trust Funds
This option caters to users giving to accounts such as
Tithe, Combined Offerings, Camp Meetings and
Thirteenth Sabbath. These funds do not vary by church
and are the same for all the churches.
Non Trust Funds/Departmental Funds
This option caters to users giving to a specific church and
provides a list of the church’s accounts. These funds are
specific to each church and the accounts may vary from
time to time.
Both Funds
This option caters to users who wish to give for both Trust
Funds and Departmental Funds and presents a complete
list of available accounts for giving.
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GIVING OFFERINGS
Offering Summary
The process of giving involves the selection of either a
Home Church or a Host Church to give to. A user
must also select whether they are giving for
themselves(Self) or for Others. After confirmation of
this, the user is expected to select the Fund Type and
Account they would like to go give to and set an
Amount. After confirmation, the user will receive a
prompt on his/her Mobile Money account requesting
them to verify the transaction by entering their PIN.
Please note this is NOT the user’s CFMS PIN but the
PIN associated with their Mobile Money Account i.e M-
PESA PIN. Once successfully completed, they will
receive an SMS Receipt of the transaction from
SDA_CFMS.
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ACCOUNT STATEMENTS
Account Statements currently allow a user to review their
Membership Number. It also supports the generation of giving
reports so users are able to track how much they have given
and to which accounts.
SETTINGS
The app settings allow a user to modify their Profile, their
PIN as well as Logout. It also contains information and links
to the SDA CFMS website, Frequently Asked Questions
about the CFMS and also allows for Application Updates
and Ratings on the Google Play Store.
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Local Church Personnel
Local church Personnel Roles of Church Personnel
1. Church Treasurer
1. Registration and Transfer of Members (Church
2. Treasury Clerks(Ass. Treasurers)
Treasurer & Clerk)
3. Church Clerk
4. Elders
2. Creation of Departmental Account (Church Treasurer)
5. Departmental Heads 3. Receipting and Reconciliation (Church Treasurer &
Treasury Clerks)
4. Funds Transfer (Church Treasurer)
5. Generation of Reports and Statements (Church
Treasurer & Treasury Clerks)
6. Managing of church budget & expenditure (Church
Treasurer, Departmental Heads & Clerk)
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Login as a Local Church Personnel
PERSONNEL
If a user is a Church Personnel, they will be able to access
the personnel module by clicking the Log In as Church
Personnel text at the bottom of the home screen and
entering their username and password.
In the event that you have forgotten your password click
on forgot password, a one time pin (OTP) will send to your
phone enter the OTP and create a new password.
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This Section allows local church personnel's to register
other members of the church who may have difficulty
in self registration
1. Click the registration icon
2. Click the plus icon
3. Click on members to register a member(you can also register Institutions, families and
groups by clicking one the icon)
4. Enter the details as required i.e. (Full Name, Email Address, Phone Number)
NB: check phone Owner if the member is the owner of the phone number in use. For children using the
.
parents number uncheck Phone Owner
5. Click on Register Member
CFMS registration number will be delivered from SDA_CFMS via SMS.
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Transfer Member
The functionality allows a local church personal to do an individual
or bulk transfer of members who is registered on cfms .(This functionality is
mostly used in the even a mother church starts a sabbath school hence needs members to be moved to the
For Successful transfer of a member One must have
sabbath school church).
the local church code of the church the transfer is being done .
1. Click on Members under registration( A list of all the member
will be displayed on your screen)
2. Select the Member/s you wish to transfer(the system will do
an auto calculation of the member of persons being transferred)
3. Enter the Church Code (the Code of the church you are transferring a
member to )
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This sections allows the user to add the departmental
accounts (Non Trust Funds)into the system.(Examples include
Church Development (CD), Church Budget (CB), Camp Expense (CE),Adventist Men (AM),Dorcas Society (DS), Women
Ministry (WM), Personal Ministries (PM), Evangelism (EM), Choir (CR),Voice of Prophecy (VP),Youth (YT),Ambassadors
(AR),Children (CN),Pathfinder (PF) ,Adventurers (AS),Education (EN),Church Welfare (CW),Hospitality (HY),Benevolent Fund
(BF),Pastor’s Appreciation (PA),Good Samaritan (GS) and Health Ministries)
1. Click the Manage Accounts icon
2. Click the plus icon to add a new account
3. Enter the required Details i.e. Account Name, Department that the Account is attached to
4. Set the Priority (This will enable the account set for priority 1 – 6 to be list for member using USSD)
5. Set the Duration i.e. Permanent or Temporary
(Temporary refers to account that will be used for a specific period you will be required to set the end date. )
6. Set the Account Status i.e. Active or Inactive
7. Save Account
NB: Always remember to Select the department that the account you are
creating is attached to so that the account is list
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This sections allows the user to issue receipts promptly
for all money received from members in the envelop and
general offerings not in envelopes(loose offerings)
1. Click the receipting and reconciliation icon
2. Click receipting
3. Select contributor type i.e. Church Member, Visiting member, Guest, Group, Family ,Department ,
Institution
4. Select the Member to be issued with a receipt (For Guest enter the phone number,
For Visiting Number enter the CFMS Number ,For groups, family, department and institution you will select from
the list displayed )
5. Distribute the Members contribution as Captured on the envelop
6. Confirm the Total and Submit
7. Member will receive the receipt from SDA_CFMS via SMS.
NB: In the event you have done an error while receipting you can
correct by checking Edit a previous Cash receipt. This can only be
done before reconciliation is done.
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Reconciliation
This sections allows the user to do a comparison of the
cash receipted in the system and the cash you have a
hand(Counted from the Envelops)
1. Click the receipting and reconciliation icon
2. Click Reconciliation
3. Select Account Type (Cash)
4. Select Cash Account
5. Select the duration
6. Enter the Actual Amount
7. Click on Reconcile
NB: Always remember to reconcile the Cash receipted before initiating
Fund Transfer. Once you have done the reconciliation the system
closes for that day Meaning you cant do receipting again.
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This sections allows the user to Transfer receipt Cash to
the conference account (Trust Funds) and Departmental
Funds to the Church Bank Account.
1. Click the Fund Transfer icon
2. Select the Transaction i.e. Trust Funds to Conference, Departmental to the
Bank
3. Select the Duration & Source Account a list of all the trust fund will
be displayed on the screen
4. Initiate the payment by select the number/mode of payment i.e. My
Number, other number
5. Initiate the transfer and confirm
6. After confirmation, you will receive a prompt on you Mobile Money
account requesting them to verify the transaction by entering their
PIN. (Please note this is NOT the user’s CFMS PIN but the PIN associated with their Mobile Money Account i.e. M-
PESA PIN. Once successfully completed, they will receive an SMS Receipt of the transaction from SDA_CFMS.)
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This sections allows the user to Generate all the cash
and USSD reports for the Local Church and the
statements of the church funds
1. Click the Report and Statements icon
2. Click on Reports icon
3. Select the duration
4. Trust Funds and Non-Trust Fund(Departmental Account) report will
be display both cash receipted and USSD transactions.
NB: Combined Offering will be listed in both Trust Funds and Non Trust Funds
because of the 50% ratio
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This sections allows the user to Generate the statement
of the local church cash Statement
1. Click the Report and Statements icon
2. Click on Statements icon
3. Select the duration
4. A report downloadable pdf will be displayed
5. Click save statement to download
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Contact us
LAKEATTS CO. LTD
P.O. Box 683-K40100 Kisumu
Tel: +254 717 476 555
Email: Support@[Link]
info@[Link]
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