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27/03/2024 11:06 am
The following is a list of features and items included in Clubtreasurer subscriptions and optional Add-ons.
Financial Management
Premium Subscription
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3x User Accounts
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Unlimited Transactions
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Unlimited Bank and Cash Accounts
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Unlimited "Events/Sub-Events" (These are individual club activities that you want to track and analyse surplus/deficits eg. "Annual Tour")
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Unlimited Funds (Let you breakdown your physical call into separate funding pools, and also used in our charity reporting)
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Unlimited Cost Codes (This is effectively your Chart of Accounts but simpler to use for non-accountants and treasurers)
- Account, Fund and Event Transfers (Report and manage cash movements)
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Cost Code Allocations
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Transaction Imports (Flexible Bank Statement or other payment system uploads)
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On-line Help and Support
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Full Financial Report Library (35+ Pre-Built Reports)
Premium Plus Subscription
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5x User Accounts
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Unlimited Transactions
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Unlimited Bank and Cash Accounts
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Unlimited "Events/Sub-Events" (These are individual club activities that you want to track and analyse surplus/deficits eg. "Annual Tour")
-
Unlimited Funds (Let you breakdown your physical call into separate funding pools, and also used in our charity reporting)
-
Unlimited Cost Codes (This is effectively your Chart of Accounts but simpler to use for non-accountants and treasurers)
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Budgets (Budgets help you plan and manage your finances and cash-flow by setting income and expenditure targets for specific periods, funds or activities)
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Stock Accounting (Manage your stock costs on cash basis or by cost of goods sold)
- Client Accounts (Used to track and manage your client funds on their behalf)
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Fixed Assets (Fixed Assets represent the long-term resources owned by your organisation, such as equipment, property, or vehicles)
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Advanced Accruals and Prepayments
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Mass Transaction Changes
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Account, Fund and Event Transfers (Report and manage cash movements)
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Cost Code Allocations
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Transaction Imports (Flexible Bank Statement or other payment system uploads)
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On-line Help and Support
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Full Financial Report Library (35+ Pre-Built Reports)
- Advanced Reporting
Membership Management
- Manage your entire Member base within Clubtreasurer
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Add 'custom fields' if you need to extend the standard data items
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Define all your memberships, pricing schedules, billing frequencies and rules, etc..
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Assign/Mass Assign the memberships to your Members and create individual 'payment plans'
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Track individual Member balances due, overdue, paid, etc.
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Import or enter member payments directly into Clubtreasurer via the tight integration with our Financial Management section.
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Create member invoice and statement documents which can be downloaded or emailed directly to your Members.
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Automatically manage and create membership renewals on different cycles (eg. annual, quarterly, monthly, weekly, etc..)
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Import Member details to create and update their records in Clubtreasurer (useful if you are importing these from another system)
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Membership Reports Library
Membership Bundles (available as Optional Add-on to Premium/Premium Plus Subscriptions)
- 100 Members
- 250 Members
- 500 Members
- 1000 Members
- 2000 Members
For full details on Clubtreasurer pricing please visit our website: https://clubtreasurer.com/#pricing
Other Services and features
- Enterprise Subscriptions which provide discounts for purchasing multiple subscriptions, starting from 10% per year. See here for more details
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Comprehensive Help and Community section full of documentation, tutorials and FAQs plus a user Community Forum
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On-line Support Ticketing for requesting help and reporting problems
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Clubtreasurer is a UK registered limited company ('Clubtreasurer Limited') and has been operating for over 10 years.
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Our systems and data are hosted in the EU (Germany) and subject to GDPR rules - please see this FAQ article on security: https://clubtreasurer.com/blog/community/postid/8/
This topic was modified 3 weeks ago 5 times by CT Support