Profit & loss
When you start reconciling bank statements against your invoices and expenses, your profit & loss figures will be automatically populated. Click on the account codes to view all transactions for that account code. Click on a monthly figure to see all ...
There are 2 ways to add bank statements: Importing Manual Importing To import a bank statement it must be in either CSV or basic Xls (no formulas or fancy row filters etc). On the bank statements page, click on the "Add one now" button and complete ...
Account codes are how you group your income and expenses for the Profit & Loss reporting. Account codes can be one of two types: Accounts Receivable - Money coming into your club from fees etc Accounts Payable - Money going out
Access permissions are controlled by "Permission Groups". Each member can be in only one permission group, but you can set as many groups up as you need. There are various options available and they are self explanatory: Add Users Add Awards Add ...
To have the ability to accept online credit and debit card payments from your members you need to setup a payment provider. We have teamed up with Stripe and it is free to get a Stripe account. To set this up, go to "Setup > Payment Providers" and ...