Finances 2.1
The biggest upgrade yet to your Financials tools. Nothing changes for your current workflow... your existing transactions are already organized under a General Fund with a General Checking account. These new capabilities are there when you're ready.
- Adding Solicitation / Benevolence Fund Collection for Online Member Donations
- 20 - How to Manage Bank Accounts
- 21 - How to View a Bank Account Ledger
- 22 - How to Transfer Between Bank Accounts
- 23 - How to Create and Manage Funds
- 24 - How to View a Fund Ledger
- 25 - How to Transfer Between Funds
- 26 - How to Attach Documents to a Disbursement
- 27 - How to Email a Receipt
- 28 - How to Run the Profit and Loss Report
- Accepting Online Credit Card Payments
- Correcting Dues Owed
- Dues Payments and Budget Year (FAQ)
- Entering Disbursement Authorizations (previously known as Vouchers)
- Financial End of Year
- Fresh Start (how to clear up historical financial records and chart of accounts)
- How do I accept income from Non-Members?
- How do I record .... "pass the hat", "Silver Drill", or other cash donations?
- How to Remove a Payment from a Deposit
- How to Undo a Deposit in groupable|m2
- Recording Member & Non-Member Payments
- Reverse and Recreate Officer Funds Transfer
- Setting up Your Local Group's Chart of Accounts
- Untransferred Funds / Cash To Treasurer
- What is a Financial Control System, and Why Does a Nonprofit Charitable Group Require a Financial Control System?