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Financial & Accounting FAQs

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Topic Title
Views
Posts

Why are my Transactions Locked for Editing?

First post and replies  | Last post by CT Support, 2 years ago

964
1

How do I close or change my Financial Year?

First post and replies  | Last post by CT Support, 2 years ago

1074
1

How do I Enter/Edit older or prior year Transactions?

First post and replies  | Last post by CT Support, 2 years ago

888
1

Can I upload transactions or bank statements directly into Clubtreasurer?

First post and replies  | Last post by CT Support, 2 years ago

718
1

What Reports should I include in my Month-End / Year-End Reporting?

First post and replies  | Last post by CT Support, 2 months ago

18
1

How do I quickly select Transactions by date in the Receipts and Payments list?

First post and replies  | Last post by CT Support, 5 months ago

110
1

How should I account for a capital investment fund with usage restrictions?

First post and replies  | Last post by CT Support, 6 months ago

183
1

Fixed Assets - Correcting older or prior-year Asset transactions

First post and replies  | Last post by CT Support, 9 months ago

334
1

How do I manage a long-term loan or mortgage in Clubtreasurer?

First post and replies  | Last post by CT Support, 11 months ago

341
1

How do I enter the refund against a recent purchase?

First post and replies  | Last post by CT Support, 1 year ago

331
1

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