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Topic starter
27/03/2024 12:06 pm
The following is a list of features and items included in Clubtreasurer subscriptions and optional Add-ons.
Financial Management
Premium Plus
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5 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's 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)
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Budgets
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Stock Accounting
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Fixed Assets
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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
Premium
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3 User Accounts
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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)
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On-line Help and Support
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Full Financial Report Library (35+ Pre-Built Reports)
Membership Management
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Manage your entire Member base within Clubtreasearer
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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 Report Library
Other Services and features
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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 and have 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/