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[Solved] Clubtreasurer Updates (2025)

CT Support
(@slimjim)
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Clubtreasurer Updates 2025

Please visit this page regularly by clicking the link at the top of every page to get the latest Clubtreasurer updates, new features and fixes. You can also subscribe to this page and get notified when it's updated - click the "Subscribe..." button top of page (You must be signed into the Community forum) 

Visit the Clubtreasurer Status and Updates forum to view previous updates.

📢 Clubtreasurer is now on Facebook! 🎉

👉 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 on Facebook

 


 

12-FEB-2025

 UPDATE 

Prorate & Full Year Memberships can now be Assigned in Future Membership Years

 

We are happy to announce that the restriction on assigning "Prorate" and "Full Year" memberships in the current Membership Year only has been removed. 

You can now assign your Prorate - eg. annual, quarterly and term (3 per year) memberships - and Full Year memberships in any future year. The assignment process will calculate the 1st period prorate fees, and 2nd+ period fees for any future start date. 

 

 


 

11-FEB-2025

 UPDATE 

Membership Categories can now be Closed

You can now close a Membership Category if it has no 'Active' child Categories or Memberships within its hierarchy.

Since Memberships and Categories cannot be deleted if they are in use or have been assigned, the Status setting now allows you to control their availability and visibility. This new capability lets you close an entire Category-Membership branch in your membership structure.

Remember to use the Membership page filters to show or hide 'Active' and 'Closed' items, or both.

 

 


 

10-FEB-2025

 UPDATE 

Event Analysis Summary Report - Show or Hide Closed Events/Sub-Events

 

We've tweaked the Event Analysis Summary Report (Reports > Event Reports) to make it easier to control how you want to show Closed Events and Sub-Events in the report:

Select one of the options:

  • Include All Closed Events/Sub-Events: Report always includes all closed Events/Sub-Events
  • Exclude All Closed Events/Sub-Events: Report always excludes all closed Events/Sub-Events
  • Exclude All Closed Events/Sub-Events with no Opening & Closing Balances in Period: Report excludes closed Events/Sub-Events only if they have no opening and closing balances in the the selected period. Use this option to exclude closed Events/Sub-Events that have never had transactions recorded in this or any prior period. 
  • Exclude All Closed Events/Sub-Events with no Transactions in Period: Report excludes closed Events/Sub-Events only if they have no transactions recorded in the the selected period. 

 

 


 

 

6-FEB-2025

 HOT FIX 

🐞 Account Transfer - Error when Copying a Reconciled Transfer

We've fixed an issue that caused a page protection error when copying a reconciled Account Transfer transaction.

 


 

6-FEB-2025

 NEW FEATURE 

🚀 Member Invoices & Statements - New Duplicate Email Handling

You can now control how membership invoice/billing lines are handled in repeat invoice email runs. This is especially useful if your membership assignments are unpredictable, and you need to send multiple invoice emails while ensuring each billing line is emailed only once.

New Options Available:

  • Email All Selected Invoice/Billing Lines (Default): Sends all selected invoice/billing lines, even if they were included in a previous email. Previously emailed lines will display a "Reminder #” in the email body.
  • Exclude Previously Emailed Today: Prevents emailing the same invoice/billing lines more than once per day.
  • Exclude Previously Emailed This Week: Ensures invoice/billing lines are only sent once per week.
  • Exclude Previously Emailed This Month: Avoids resending the same invoice/billing lines within the same month.

This feature helps reduce duplicate emails whilst keeping members informed.


  

2-FEB-2025

 UPDATE 

📢 Clubtreasurer is now on Facebook! 🎉

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 r
enamed 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)

 

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Posted : 02/01/2025 1:17 pm
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