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MEMBER: Club accounting

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cwreid



Joined Date: 2011-07-04, 22:21
Posts: 36
Location: Jamaica

Post Post subject MEMBER: Club accounting   Posted 07 Jul 11, 09:49    Reply with quote

Hey Bro,
Just getting use to your program and i think it is awesome. I am now treasurer of my club and i think a simple accounting module would simplify things a great deal. Tracking payments of local and International dues, club and events income/expenses etc.

What do you think?

Kindest regards

Clifton


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With kind regards

Clifton Reid, CTM

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KaiS



Developer

Joined Date: 2008-09-06, 21:21
Posts: 83
Location: Barcelona, Spain

Post Post subject Re: Club accounting   Posted 07 Jul 11, 17:15    Reply with quote

Rather than adding finance info into Easy-Speak, I highly recommend to keep this off Easy-Speak and somewhere else.
I agree having it on a shared website is great, yet I suggest something a little more secure (HTTPS, no auto-signup) and more backup/export friendly.

What works well for me (2 years Treasurer) is Google Docs, where I have a spreadsheet for payments (shared read-only with the committee), another for the list of renewals (shared with edit rights for VP Membership). We also have a document for the budget, describing the items that the Treasurer will reimburse as our club standard.

The renewal document I'd usually start from the TMi website's roster export.

For regular offline backups, I simply copy the online version into a local file that I name with the date in it ...

Good luck & have fun.
Kai

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malcolmw



Site Admin

Joined Date: 2003-07-08, 19:35
Posts: 7731
Location: Newnham on Severn, Gloucestershire, UK

Post Post subject Re: Club accounting   Posted 08 Jul 11, 00:59    Reply with quote

We will probably add, in the software release after next, a simple system for the Treasurer to tick a list of the members who have paid and send prompting e-mail to the others.... Very Happy

A full accounting system - no - better to keep the information elsewhere or buy a small accounting package if your club is big enough to warrant that

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Malcolm
easy-Speak Developer
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PaulO



Developer

Joined Date: 2009-07-20, 21:22
Posts: 563
Location: Redmond, Washington

Post Post subject Re: MEMBER: Club accounting   Posted 27 Dec 11, 17:11    Reply with quote

"Paid Until" field added in the latest release for the treasurer to make visible and keep track of this info. 


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Paul Osborn, ACS, ALB
Treasurer, Redmond Nights TM
Toastmasters International
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Phone: +1 425-605-7707
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