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Clubtreasurer Subscriptions

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 125
Topic starter  

The following is a list of features and items included in Clubtreasurer subscriptions and optional Add-ons.

 

Financial Management

Premium Plus 

  • 5 User Accounts
  • Unlimited Transactions
  • Unlimited Bank and Cash Accounts
  • Unlimited "Events/Sub-Events" (These are individual club activities that you want to track and analyse surplus/deficits  eg. "Annual Tour"
  • Unlimited Funds (Let's 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)
  • Budgets
  • Stock Accounting
  • Fixed Assets
  • Advanced Accruals and Prepayments
  • Mass Transaction Changes
  • Account, Fund and Event Transfers (Report and manage cash movements)
  • Cost Code Allocations
  • Transaction Imports (Flexible Bank Statement or other payment system uploads)
  • On-line Help and Support
  • Full Financial Report Library (35+ Pre-Built Reports)
  • Advanced Reporting
 

Premium

  • 3 User Accounts
  • Unlimited Transactions
  • Unlimited Bank and Cash Accounts
  • Unlimited "Events/Sub-Events" (These are individual club activities that you want to track and analyse surplus/deficits  eg. "Annual Tour"
  • Unlimited Funds (Let's 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)
  • Account, Fund and Event Transfers (Report and manage cash movements)
  • Cost Code Allocations
  • Transaction Imports (Flexible Bank Statement or other payment system uploads)
  • On-line Help and Support
  • Full Financial Report Library (35+ Pre-Built Reports)
 
 
Membership Management
  • Manage your entire Member base within Clubtreasearer
  • Add 'custom fields' if you need to extend the standard data items
  • Define all your memberships, pricing schedules, billing frequencies and rules, etc..
  • Assign/Mass Assign the memberships to your Members and create individual 'payment plans'
  • Track individual Member balances due, overdue, paid, etc..
  • Import or enter member payments directly into Clubtreasurer via the tight integration with our Financial Management section.
  • Create member invoice and statement documents which can be downloaded or emailed directly to your Members.
  • Automatically manage and create membership renewals on different cycles (eg. annual, quarterly, monthly, weekly, etc..)
  • Import Member details to create and update their records in Clubtreasurer (useful if you are importing these from another system)
  • Membership Report Library
 
 
Other Services and features
  • Comprehensive Help and Community section full of documentation, tutorials and FAQs plus a user Community Forum
  • On-line Support Ticketing for requesting help and reporting problems
  • Clubtreasurer is a UK registered limited company and have been operating for over 10 years.
  • 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/

   
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