[Solved] Clubtreasurer Updates (2025)

2-FEB-2025

 UPDATE 

We’re excited to announce the launch of the Clubtreasurer Facebook page! 🚀 Now, you have another channel to stay up to date with the latest tips, updates, and resources to help clubs, small businesses, and charities manage their finances with confidence.

💡 What to Expect:
✅ Expert advice on club and small business accounting and management using Clubtreasurer
✅ Product updates and new feature announcements
✅ Time-saving financial tips for treasurers and business owners
✅ A place to connect and share best practices

Our Facebook page complements the Clubtreasurer Community, giving you another way to stay informed and engaged. Whether you’re looking for financial guidance or want to share your own experiences, we’d love to hear from you!

👉 Like our page, and if you’ve found Clubtreasurer helpful, please drop us a review! Your feedback helps others discover the benefits of smarter financial and membership management.

Follow us now: Facebook

#Clubtreasurer #AccountingMadeEasy #SmallBusiness #CharityFinance #TreasurerTips #MembershipMgt

20-JAN-2025

 UPDATE 

New Financial Statement Filter - Show/Hide Cost Code Numbers

You can now select whether to show or hide Cost Code numbers in all Financial Statement Reports. The default view is to show Cost Codes. 

15-JAN-2025

 UPDATE 

Receipts & Payments Enhancements

We've made some improvements to the Receipts & Payments form for a smoother user experience:

• Faster Cost Code & Member Selection:
  • You can now quickly find your desired Cost Code or Member by using the new search functionality within their respective selection lists. This search experience is now aligned with the Transaction Import page.
• Improved Page Layout:
  • We've adjusted the page layout and field sizes for better readability and overall clarity.

These enhancements aim to make managing your receipts and payments more efficient and user-friendly - please let us know your feedback.

15-JAN-2025

 NEW ARTICLE 

How to Easily Track Member Dinners in Membership

Many organisations, such as Rotary Clubs and Lodges, regularly host member dinners. This new article guides you through recording these events and tracking payments within Clubtreasurer: https://clubtreasurer.com/blog/community/postid/310/

10-JAN-2025

 UPDATE 

Transaction Import - Change to Member "Accounting Rules" Behaviour

Accounting Rules can be assigned to Member Sections and/or Memberships to automatically populate Cost Code, Event, or Fund values when selecting a member and billing line in Receipt/Payment Transactions. These rules are also applied during the Transaction Import process.

Please note that the behavior of Accounting Rules in the Transaction Import process has changed:

• The system now applies Accounting Rules only when Draft Rows are saved. Now, when you select a Member and M'ship Billing Line on a Draft Row and click 'Save', the system will fetch and update the default values for Cost Code, Event, and Fund items following this schedule:

Notes:

• If you select a Member and "Non-Membership Transaction", no Accounting Rules will be applied and your current Cost Code, Event and Fund values will not be changed. 
• Any other combination of Member plus billing line will overwrite the entered Cost Code, Event and Fund values according to the Accounting Rules defined.
• Membership Accounting Rules always take precedence over Member Section Accounting Rules, where defined.   
• If required, you can update the defaulted Cost Code, Event or Fund in the new Receipt/Payment Transaction created after you complete the Transaction Import.

For more information on Accounting Rules, refer to Membership Tutorial 2.1 (Slide 63): Membership Tutorial.

10-JAN-2025

 UPDATE 

"New..." Buttons Added to Edit Forms

To improve the user experience when creating new Accounts, Funds, Events and Assets we've added a "New...." button to the Edit forms. This will allow you to quickly create another new item without having to close the form and navigate back to the item's main page.

02-JAN-2025

 UPDATE 
Membership Pro-rata Updates

Annual Billing - Prorate 1st Period (Monthly Basis)
We've added a new annual prorate option which is based on whole remaining months in the current membership year. If this option is applied to a membership assignment the system will calculate a prorate fee based on whole remaining months until the end of your current membership year.

This method assumes that memberships are always billed from 1st day of the month they start in; effectively spliting your membership year into 12 equal parts making it simpler to estimate membership fees.  (Note if the Start-Date is entered as 28th or later, the calculation bills from the following month).

Example:
- Assignment Start Date = 15th July 2025
- Membership Year-End = 31st December 2025
- Annual Fee = £100

=> 1st Year Prorate Fee = £100 x 6/12 months = £50  

Annual Billing - Prorate 1st Period (Daily Basis)
This is the existing Annual Prorate option which has been renamed to reflect that this is based on days remaining in membership year. The calculation now also respects leap years.

Example:
- Assignment Start Date = 22th September 2024
- Membership Year-End = 31st December 2024
- Annual Fee = £90

=> 1st Year Prorate Fee = £90 x 101/366* days = £24.84 (*2024 was a leap year)

Monthly Billing - Prorate 1st Period
Calculation now uses actual days in month, instead of standard 30 day calendar. 

Example:

- Assignment Start Date = 18th February 2024

- Monthly Fee = £40

 

=> 1st Month Prorate Fee = £40 x 14/29* days = £14.90 (*2024 was a leap year)